Underwriter, Financial Institutions

JOB DESCRIPTION We are seeking a highly motivated and results-oriented Financial Institutions Underwriter to join our team. This role involves managing a renewal book and generating new business, focusing on underwriting Financial Institutions business for Package, Worker's Compensation, Auto, General Liability, Umbrella, and International programs. The position will be based in one of our Bay Area branches, serving the Pacific North Region, including San Francisco, Walnut Creek, Portland, and Seattle. The position will be responsible for developing and implementing a business plan to grow the Financial Institutions book through prospect identification, pipeline development, new business production, and account management within Northern California and the Pacific Northwest. The Financial Institutions Underwriter will be accountable for the financial performance of the book, achieving growth for the branch, region, and territory. They will identify growth opportunities within new and existing production sources, cross-sell opportunities, conduct agency planning/goal setting, monitor progress, and make regular broker and insured visits. Position Responsibilities: Oversee the financial performance of a portfolio, focusing on profit, rate, retention, and growth. Target new business production of $1.3m to $1.5m and manage a renewal portfolio effectively. Develop and negotiate pricing, coverage, terms, and conditions for all new business and renewals. Implement profitable pricing strategies while adhering to underwriting guidelines. Establish and maintain strong relationships with key trading partners, agents, brokers, and clients. Conduct regular visits to drive submission activity and market penetration. Develop and execute a business plan to grow the Financial Institutions book through prospect identification, pipeline development, and strategic market penetration. Identify cross-sell opportunities and conduct agency planning and goal setting. Collaborate effectively with Underwriting Associates, Risk Consulting, and Claims teams to retain key renewals and improve service delivery. Gather and share industry intelligence, including trends and developments, to inform strategic decisions and maintain a competitive edge. Qualifications Relevant qualifications and experience are required to fulfill the responsibilities of this role. About Us Chubb is a global leader in insurance, operating in 54 countries. We provide a wide range of insurance products, including property and casualty, accident, health, reinsurance, and life insurance. We are committed to diversity, inclusion, and equal employment opportunity, ensuring a fair and respectful workplace for all employees.

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