2013

Round II: Expanding Communication / Building Relationships Track C: Experienced ERG Leaders: Building

Senior Executive Total Engagement Relationships

Facilitator: Marianne Fray, Healthcare Businesswomen’s Association Presenters: D. Edward Greene, Freddie Mac Fred Colon, Travelers Insurance Racquel Santana, Travelers Insurance

Presenters

Fred Colon Vice President, Enterprise Talent Management and Leadership & Organization Development

Senior Advisor, Hispanic/Latino Diversity Network

Racquel Santana 2VP Product Management, Personal Insurance

Co-Chair, Black/African American Diversity Network

Agenda

About Travelers

Strategy

Best Practices

Structure & Roles

Networks & Sponsors

Testimonials of Executive Commitment

Commitment to Professional & Personal Development

Results

About Travelers

The Travelers Companies, Inc. (NYSE: TRV) is a leading provider of property casualty insurance for auto, home and business.

Revenues of approximately $26 billion in 2012

Second-largest writer of commercial U.S. property casualty insurance

Third-largest writer of U.S. personal insurance through independent agents

Approximately 30,000 employees

Representatives in every U.S. state, Canada, Ireland and UK

Products primarily distributed through approximately 12,000 U.S. independent agencies and brokerages countrywide

A component of the Dow Jones Industrial Average and one of Fortune Magazine’s World’s Most Admired Companies

Strategy

People • Increase engagement & retention

Profitability • Provide insight on products/services and

consumer buying preferences

Productivity • Enhance skills through leadership

opportunities, including the development of specific competencies

Ensure engagement & retention

Provide insight on products/services and consumer buying preferences

Enhance skills through leadership opportunities, including the development of

specific competencies

Best Practices

National membership vs. local chapters

Network leaders are nominated by Travelers’ senior leadership

Leaders must be at a manager level or above

Executive sponsor and senior advisors support each network

Leadership teams span multiple business units and locations

Yearly roadmap ties to Travelers’ business goals

Formalized leadership training

Annual leadership symposium

Structure & Roles

Diversity Network Leaders

Nominated by senior leadership to serve a two-year term

Senior Advisor

Senior leader in the organization, who in partnership with the executive sponsor, provides advice and counsel to the leadership team of the diversity network

Executive Sponsor

Member of the executive team who ensures connectivity between the diversity network, its initiatives and Travelers’ senior leadership

Networks & Sponsors

Groups Executive Sponsor

Asian/Asian American Executive Vice President and Chief Information Officer

Black/African American Executive Vice President, Field Management

Hispanic/Latino Executive Vice President and President, Personal Insurance

Women

Women in Actuarial/Analytics

Executive Vice President and Corporate Treasurer

Senior Vice President, Financial Planning and Analysis

LGBT & Allies Senior Vice President, Enterprise Human Resources

Military & Veterans Executive Vice President, Human Resources

disAbility Senior Vice President, Corporate Controller

Testimonials of Executive Commitment

Excerpts from an email sent by Executive VP & President of Personal Insurance “Being executive sponsor of this network has helped me grow professionally and personally, and has helped me elevate the importance of this demographic within Travelers, particularly within Personal Insurance, which needs to have a long-term strategy and focus on these powerful consumers.” “Our involvement in and development of the Hispanic/Latino network is a business imperative.” “Your advocacy can help them see the personal and professional benefits they will reap from becoming involved.”

Testimonials of Executive Commitment

Black History Month Event: Interview with a member of Travelers Board of Directors

Commitment to Professional & Personal Development

Leadership Development

Building 21st Century Leaders

Elevating Skills

Engaging Leaders

Encouraging Excellence

Leader Development Framework

DN Leader & Member Development

• Leading Teams • Exercising Influence • Leadership Challenge • Personal Branding • Customized development*

• Executive Sponsor & Senior Advisor

• Relationship with DN members

• DN Leadership Role (Chair and Co-Chair)

• Harrison Assessment

• 360 Leader Assessment & Coaching

*For DN members

Support

“It’s quite typical for less than 20% of an

employee population to ever use their

career development portal.” — Blessing White

We reached 13% in a few weeks!

Support

Top 5 Accessed Competencies

1. Change Management

2. Influencing, Leadership & Power

3. Strategic Planning

4. Leadership Stature

5. Seeks Opportunities to Learn

6. Self-Awareness

Results

• Membership has grown to 13.5% of employee

population in three years

• Over 4,000 members

• 65% of members are field-based

• Membership growth exceeds our peer industry

(Insurance & Financial Services)

• Lead sponsor of the Multicultural Forum on

Workplace Diversity in 2014 in Minneapolis, Minn.

• Diversity Inc. 25 Noteworthy Companies in 2013

2013