Senior Underwriter/Team Lead
Chubb · San Francisco, CA · 3 mo ago
Finance$110k–$150k/yrFull-time
Responsibilities
- Contributes to achieving New and Renewal business goals as outlined in the Financial Lines Branch plan.
- Supports P&L accountability, including responsibility for premium, profitability, growth, retention, and expense plans/results.
- Ensures profitability through underwriting integrity by meeting all underwriting standards as outlined by Financial Lines Home Office and all applicable Underwriting Guidelines, Authorities, Playbooks, and Position Papers.
- Maintains regular meetings with 2 direct reports to offer and solicit feedback regarding performance, business results, key deliverables, and best practices.
- Coaches and mentors underwriting team through account referral process, adjusting to various skill sets.
- Takes an active role in direct reports' development and growth.
- Supports identification of key external talent through marketplace interaction.
- Participates in the talent management process during mid-year and year-end review periods.
- Supports the enhancement of producer relationships and results.
- Implements sales management processes, including business plans for key producers.
- Collaborates with other business units to drive growth and implement cross-sell strategies within Financial Lines and across Commercial Insurance.
- Works with the Underwriting Service Branch to maximize efficiency of qualifying business; leverages New Business Service team and online quoting capabilities to enhance efficiency and support new business generation.
- Pursues Small Commercial Financial Lines business in conjunction with Small Commercial sales reps embedded locally or within the region.
- Represents Financial Lines in the marketplace among brokers, customers, competitors, and industry organizations.
Talent Management
- Meets regularly with 2 direct reports to offer and solicit feedback regarding performance, business results, key deliverables, and best practices.
- Works closely with the team to coach and mentor through market changes.
- Coaches and mentors underwriting team through account referral process, adjusting to various skill sets.
- Takes an active role in direct reports’ development and growth.
- Supports identification of key external talent through marketplace interaction.
- Participates in the talent management process during mid-year and year-end review periods.
Producer Management
- Partners with the Regional Chubb team to enhance producer relationships and results.
- Supports new business development, including target account responsibilities.
- Implements sales management processes, including business plans for key producers.
- Collaborates with other business units to drive growth and implement cross-sell strategies within Financial Lines and across Commercial Insurance.
- Works with the Underwriting Service Branch to maximize efficiency of qualifying business; leverages New Business Service team and online quoting capabilities to enhance efficiency and support new business generation.
- Pursues Small Commercial Financial Lines business in conjunction with Small Commercial sales reps embedded locally or within the region.
Leadership
- Supports recruitment, management, development, retention, and effective deployment of staff.
- Aligns staff resources to adapt to changes.
- Helps oversee workflows, staffing resources, and appropriate application of technology to ensure efficient, cost-effective field operation.
- Safeguards the development of Underwriting Associates to ensure full utilization of our operating model.
- Ensures completion of all phases of the performance management process for direct reports.
Qualifications
- Minimum of 3-5 years of underwriting experience with strong knowledge of Private/NFP products, underwriting, marketing, and the competitive environment.
- Knowledge, skills, and abilities in revenue generation, staff leadership, and producer management.
- Demonstrated competencies in communication, collaboration, and executing strategy.
- Proven track record of overseeing a profitable book of business and high level of underwriting expertise.
- Strong presentation skills and effective communication of strategies, goals, and plans.
- Able to influence and balance multiple stakeholder perspectives to achieve business goals.
- Effective engagement and motivation of staff.
- Collaborative partner with the branch, home office, claims, general counsel, marketing and communications, operations, and HR.
- Experience with agency and broker relations/customer management.
Pay and Benefits
The pay range for the role is $110,000 to $150,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program.
Chubb offers a comprehensive benefits package, more details on which can be found at https://careers.chubb.com/global/en/north-america.
The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.