Jobs · Finance

Strategic Client Partner – Underwriting & Portfolio Risk

Insurity · United States · 2 wk ago
RemoteRemoteFinance$105k–$192k/yrFull-time

About the role

This role partners closely with Marketing and Sales and sits within the Product organization to ensure alignment to roadmap, positioning, and real customer needs.

Responsibilities

  • Create credible demand in priority accounts – establishing trusted technical and business credibility with senior customer stakeholders, reframing problems, validating high-value use cases, and generating demand for the product.
  • Partner to construct deal strategy for priority opportunities – shaping customer-specific value narratives, collaborating to break into priority accounts, and advancing complex or stalled deals.
  • Collaborate to ensure no lead or deal leakage – maintaining accountability from first engagement through booking, driving disciplined follow-through, and preventing drop-off.
  • Identify where exposure is misunderstood – where concentration risk is building, where visibility is limited, and where the business is carrying risk it hasn’t fully accounted for.
  • Bring a clear point of view on how exposure insight should support decisions – where workflows break down, where underwriters lack real-time visibility, and where leadership is making calls without a financial view of downside risk.
  • Illustrate what modern exposure intelligence looks like in practice – real-time visibility, risk expressed in dollars at the point of decision, and portfolio guardrails that hold up under pressure.

Requirements

  • You’ve been accountable for how risk accumulates across a property portfolio — whether through catastrophe modeling, exposure management, geospatial analytics, or underwriting strategy.
  • You’ve worked in environments where exposure wasn’t clear until it mattered — where model output didn’t translate into underwriting action, or where teams had to stitch together data from multiple systems to answer basic portfolio questions.
  • You go straight to where the risk is — quickly identify concentration, blind spots, and decisions being made without a financial view of exposure.
  • You have a clear point of view on how exposure intelligence should run — how it supports underwriting, informs portfolio management, and holds up when the business is under pressure.
  • You want to stay close to the challenge — real portfolios, real decisions, and real risk — where your experience directly shapes how insurers respond.

Qualifications

  • Experience in evaluating and pricing property risk by analyzing location-based hazard data to determine risk acceptance and appropriate premium.
  • Understanding of portfolio risk at a carrier and how to evaluate and price property risk by analyzing location-based hazard data to determine risk acceptance and appropriate premium.
  • Experience in understanding and managing exposure risk, including identifying concentration, blind spots, and decisions being made without a financial view of exposure.
  • Clear point of view on how exposure intelligence should support decisions, including how it supports underwriting, informs portfolio management, and holds up when the business is under pressure.

Skills

  • Strong communication skills to establish trusted technical and business credibility with senior customer stakeholders.
  • Ability to reframe problems and validate high-value use cases to generate demand for the product.
  • Collaborative skills to shape customer-specific value narratives and advance complex or stalled deals.
  • Attention to detail to identify concentration, blind spots, and decisions being made without a financial view of exposure.
  • Ability to bring a clear point of view on how exposure insight should support decisions, including where workflows break down, underwriters lack real-time visibility, and leadership makes calls without a financial view of downside risk.
  • Experience working with real portfolios, real decisions, and real risk to illustrate what modern exposure intelligence looks like in practice.

Benefits

Work Where You Thrive
Find the work environment that supports your best—whether that’s remote, in-office, or hybrid—depending on your role and location.

Take Time When You Need It
We trust our team to manage their time with our Open PTO Policy, empowering you to recharge when it matters most.

Grow Your Career from Within
In addition to the benefits listed above, the career level salary range for this role is $105,000 to $192,000. We share a career level salary as a guideline; however, actual salary may vary based on your experience and qualifications.

Invest in Your Future—And Your Family’s
Through our partnership with the University of Arizona Global Campus, you and your family can access discounted tuition and pursue educational goals affordably.

Earn When You Refer
Love where you work? Invite others to join us! Our Employee Referral Bonus program rewards you for bringing great people on board.

We are dedicated to creating an exceptional work environment for all our employees by extending a culture of diversity, equity, inclusion, and belonging into the very fabric of our organization.

We embrace differences and diversity of identity, experience, and thought, and actively strive for inclusive behaviors across our company.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application and/or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Similar jobs