Director, Underwriting and Client Services (PandC)

Duties/Responsibilities

• Directs and profitably manages all aspects of underwriting and call center operations to meet established standards.
• Develops and maintains positive, professional and constructive relationships with carrier partners.
• Led the underwriting and servicing team members in the execution of our business strategy by developing workflows, processes and procedures that align with client and business goals.
• Covers the underwriting and service operations by receiving and resolving escalated problems as needed.
• Works with senior leadership and executives to establish unit goals and budgets, with full accountability for variance measurement and execution on a monthly, quarterly and annual basis.
• Partners with Human Resources to hire, train and develop a high-performance service center team.
• Assists the senior management team with the implementation of new program management companies and internal functions.
• Directly supervises more than two (2) employees in the Call Center and underwriting operations.
• Carry out supervisory responsibilities in accordance with the organization’s policies and applicable laws.
• Provides underwriting leadership across commercial and personal lines by ensuring accurate risk selection, disciplined decision-making, and adherence to carrier underwriting guidelines and authority levels.
• Develops and enforces underwriting quality control procedures designed to minimize errors, reduce rework, and improve first-pass accuracy.
• Partners with internal and carrier audit teams to ensure transparency, accountability, and continuous improvement in underwriting execution.

Requirements

• Bachelor’s degree preferred.
• Ten (10) plus years of experience leading an insurance service operations supporting multiple lines or carriers; or equivalent combination of education and experience.
• Current and active 2-20, 4-40 licenses or the ability to obtain such within time frame established by the company.
• CPCU, AU, CIC and/or CPIA designations preferred.

Qualifications

• Clear understanding of multiple carrier underwriting guidelines and maintains an in-depth knowledge of all tools and models used.
• Responsible for managing carrier relationships, operational performance, and financial outcomes, including accountability for P&L performance, underwriting quality, and achievement of contractual service standards.
• Fosters a high-performance, results-oriented culture by ensuring consistent, data-driven decision-making aligned with carrier underwriting guidelines, risk appetite, and company objectives.

Skills

• Strategic and operational leadership.
• Strong focus on underwriting excellence, profitability, and execution accuracy.
• Effective supervision and handling of team member issues including performance, discipline, separation and completion of 30-60-90 Annual performance evaluations.
• Development and enforcement of underwriting quality control procedures.
• Partnership with internal and carrier audit teams to ensure transparency, accountability, and continuous improvement in underwriting execution.

Benefits

• Medical, Dental, Vision, Life, Pet;
• Flexible Spending Account;
• Competitive Salaries;
• 401K Match;
• Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave;
• Short and Long-Term Disability;
• Employee Support Programs, Including Mental Health;
• Matching Charitable Gift Program;
• Lucrative Referral Program;
• Commuter Benefits;
• Flexibility: Remote and Hybrid Opportunities Available.

Pay

$145,000, plus opportunity for a discretionary bonus.

Schedule

Full-time, remote position.