Senior Underwriter (AVP) – FI Complex Risk – Management Liability

Role Overview

The Underwriter will be responsible for underwriting and managing a portfolio of new and renewal Financial Institutions Management Liability business while actively originating opportunities through broker relationships.

Target Accounts

• Investment Advisors with Private Fund exposure and >$1B in AUM
• Banks with >$10B in assets or publicly traded entities
• Insurance Companies (ICPL) with >$500M+ GWP or publicly traded
• REITs and real estate investment structures
• Alternative lenders and specialty finance firms
• Fidelity risks for employers that are publicly traded or have >500 employees
• EPL risks for firms that are public or have >1,000 employees
• Fiduciary risks for firms with >$1B in plan assets

Candidate Profile

The ideal candidate will bring strong experience underwriting or broking complex Financial Institutions Management Liability risks within a leading commercial insurance carrier or brokerage platform. They should have a proven track record of building and managing relationships with retail brokers, using those partnerships to originate, retain, and grow profitable business across complex FI public and private company accounts. Experience across D&O, E&O, EPL, Fiduciary, Crime, or broader Financial Lines is expected. Furthermore, the candidate should possess a comprehensive understanding of underwriting fundamentals, policy structures, and multi-line solution design. Experience handling Financial Institutions risks is value added. In addition to technical strength, the individual should demonstrate strong executive presence, with the ability to communicate effectively, influence outcomes, and build lasting relationships that support long-term strategic growth, while operating collaboratively within a team and independently managing a portfolio.

Work Profile

This role is based in Los Angeles or San Francisco and operates on a hybrid schedule, subject to business needs and travel.

Responsibilities

• Distribution & Market Engagement: Build and maintain strong relationships with retail brokers to drive new business production; execute a disciplined broker engagement strategy, including in-person meetings and market travel; stay current on trends and emerging risks within the FI public company and Management Liability landscape
• Portfolio Management & Production: Manage a portfolio of new and renewal business, ensuring profitability and alignment with underwriting guidelines; retain existing accounts while selectively pursuing new business opportunities; support cross-selling of AXIS Management Liability and broader Financial Lines products
• Underwriting Execution: Analyze, evaluate, and underwrite complex Financial Institutions Management Liability risks, including public company exposures; structure terms, conditions, limits, and pricing within delegated underwriting authority; maintain adherence to underwriting guidelines, best practices, and service standards
• Operational Excellence: Meet divisional service standards, including quote turnaround time, policy issuance, and documentation; maintain accurate underwriting files and ensure compliance with internal processes

Required Experience & Qualifications

• Strong broker relationships within the U.S. retail market
• 7+ years experience underwriting Management Liability Complex Risk (D&O, EPL, Fiduciary, or related Financial Lines)
• Track record of managing and growing a profitable underwriting portfolio
• Bachelor's degree

Core Capabilities

• Strong analytical and risk evaluation skills
• Ability to structure complex Management Liability Solutions
• Excellent communication, presentation, and negotiation skills
• Effective relationship management with brokers and internal partners
• Ability to manage competing priorities and perform in a fast-paced environment
• Collaborative mindset with the ability to work both independently and within a team

Pay

• Base salary range: $170,000 to $215,000 (offer based on experience and work location)
• Competitive target incentive compensation based on corporate and individual performance

Benefits

• Medical plans for you and your family
• Health and wellness programs
• Retirement plans
• Tuition reimbursement
• Paid vacation