Senior Client Company Underwriter

Key Responsibilities

• Manage a portfolio of renewal accounts and work toward defined retention and profitability goals.
• Review engineering reports, loss prevention insights, claims activity, and other relevant data early in the renewal cycle.
• Engage clients to gather updated values, pricing expectations, and underwriting details.
• Prepare quotes within binding authority and deliver them with supporting materials.
• Document underwriting decisions and process bound business through internal systems.
• Identify and evaluate new business opportunities aligned with our growth objectives.
• Review submissions, coordinate engineering assessments, gather missing information, and conduct prequalification.
• Lead Collaborative Underwriting Review (CURe) discussions when needed.
• Provide quotes and marketing materials, follow up with clients, and manage accepted accounts through issuance.
• Participate in training related to occupancies, products, and underwriting best practices.
• Stay current on HSB-rated instructions and ensure accuracy for assigned client companies.
• Expand knowledge to increase underwriting authority and technical expertise.
• Build and strengthen relationships through virtual meetings and onsite client visits.
• Prepare for client meetings by reviewing account status, identifying issues, and planning discussion points.
• Support retention and growth by aligning underwriting strategy with joint risk appetite.
• Provide guidance to peers and client companies, sharing underwriting knowledge and offering training support.
• Aid underwriters with sales call preparation and proposal development.
• Foster a positive team culture and communicate performance or development observations to leadership.

Education & Experience

• Bachelor’s degree in Business Administration, Risk Management, Finance, or equivalent experience.
• 5+ years of underwriting experience preferred.
• P&C, Mechanical, or Facilities Engineering experience is a plus.

Skills & Knowledge

• Strong leadership, communication, and interpersonal abilities.
• Excellent analytical, organizational, and decision-making skills.
• Proven negotiation and sales capabilities.
• Customer-focused mindset with the ability to navigate complex risk scenarios.
• Knowledge of machinery, EB exposures, and related coverages.
• Ability to mentor others and contribute to a collaborative, positive team environment.