This role will be filled at either the Market Facing Underwriter III or AVP, Market Facing Underwriter IV level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position.
The ideal candidate for the Financial Institutions Wholesale role will have portfolio management and leadership experience to work in a team setting to underwrite and perform financial analysis for public companies within Zurich's Management Solutions Group with specific focus on Zurich’s Financial Institution wholesale business.
As an Underwriter you will have a chance to use your marketing and analytical skills. Specifically, you will analyze and underwrite new and renewal business, under general direction, utilizing The Zurich Way of Underwriting Framework within delegated authority levels on assignments of higher technical complexity ensuring a high-level service to customers. This is a market facing position thus we are seeking someone with a strong sales execution mindset, an ability to develop and maintain productive relationships with Brokers, and advanced knowledge of Directors and Officers liability.
Some of the key accountabilities of this role include:
- Underwrite and analyze new and renewal business within delegated authority levels on assignment of higher technical complexity and coordination
- Administer and monitor underwriting rules and guidelines, insurance laws and regulations, and rating annual rules
- Develop, maintain & collaborate with Line of Business representatives on referrals and other business-related needs, as appropriate
- May provide guidance to lower level associates
- Develop and maintain relationships with distributors in support of business retention and acquisition and works with customers and distributors to determine their insurance related needs and provide solutions
- Supports the sales culture by being a Help Point for agents, brokers and customers
- Proactively seek renewal and new account opportunities
- Complete detailed opportunity assessment with key distributors to identify growth opportunities
- Qualify accounts to meet with the organization's appetite, balanced with sound business opportunity
- Make broker/customer and on-sight calls with a planned and well-prepared purpose.
- High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area
OR - High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area
OR - Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area
OR - Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area
AND - Knowledge of Microsoft Office
- Experience working on time restraints for quotes on new and renewal business
- Experience working in a team environment.
- High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area
OR - High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area
OR - Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area
OR - Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area
AND - Experience with Microsoft Office.
- Bachelor’s Degree
- Technical knowledge of financial institutions underwriting
- Portfolio management experience
- Leadership experience
- Established broker relationships in assigned territory
- Sales execution mindset
- Creative problem-solving skills
- Strong verbal and written communication skills
Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission.
Remote working: false
Schedule: Full Time