Zurich 56 Company Ltd
Finance & Insurance Market Facing Underwriter (Level II or III)
Zurich 56 Company Ltd, Overland Park, Kansas, United States, 66213
Finance & Insurance Market Facing Underwriter (Level II or III)
Zurich Direct Markets BU
is seeking a Market Facing Account Underwriter (Level II or III) for our Finance and Insurance (F&I) Underwriting team located in Overland Park, Kansas. This role has the flexibility of a hybrid work schedule with three in-office days per week (Mon-Wed). This role will be filled at either the Level II or Level III. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position. Purpose:
Analyze and underwrite new and existing F&I business to support the portfolio’s long-term growth and profitability while delivering excellent service to our customers and the sales organization. You’ll play a key role in supporting Zurich’s financial objectives and reputation for reliability and forward-thinking solutions. Key Accountabilities
Make sound underwriting decisions within assigned authority, ensuring both profitability and customer retention. Analyze and underwrite new and existing F&I business at the account level, working independently under general direction within delegated authority levels. Qualify accounts to meet the organization\'s Underwriting appetite. Calculate target pricing by utilizing underwriting tools and models appropriately. Understand and analyze risk. Negotiate pricing and other terms with the sales organization to close the deal. Review detailed Dealer Product Questionnaire (DPQ) with key Sales personnel for accurate setup, implementation and to identify growth opportunities. Update and maintain key applications with rating and other pricing variables. Work with internal teams to ensure accurate and complete onboarding. Maintain accurate documentation for all underwriting activities. Support the organization’s sales culture by serving as a key contact for assigned territory. Provide technical advice that enables Sales and customers to solve problems and/or improve business. Anticipate customer needs and monitor trends to recommend changes. Proactively manage a portfolio of accounts, addressing customer needs and supporting retention. Apply rating tools and methodologies to own work area to deliver to customers and offer suggestions for improvements. Prepare and review contracts. Calculate settlement offers. Business Travel, as required Extended Hours during peak periods and as required Regular Predictable Attendance including in-office on team days (Mon-Wed) Business Accountabilities
Develop and maintain relationships with the Sales organization, collaborating on proposals and general business needs, in support of business acquisition, retention and profitability. Data querying and reporting to support internal and customer requests. Perform analysis of underwriting profitability and identify trends. Lead and facilitate periodic account reviews for assigned territory. Contribute to continuous improvement by sharing insights and participating in team initiatives. Attend and participate in virtual and in-person sales team meetings with a planned and well-prepared purpose. Additional Job Functions
Assess complex customer cases, evaluate their unique needs and apply technical techniques and know-how to recommend a solution. Build relationships with customers by handling a range of queries and provide advice with the development of an account to create additional value for the organization and customers. Research primary data sources, select relevant information, analyze key themes and trends and make recommendations supporting operational decision making. Analyze risk data and market trends to support business growth and sustainability. Analyze department needs, develop and recommend alternatives for improvements to processes, customer service or products. Monitor and review work undertaken across a number of small to medium scale projects or a large complex project in order to ensure appropriate use of resources and adherence to schedules. Provide advisory services to colleagues daily, measuring exposure and analyzing risk in order to provide appropriate coverage that meets the organization\'s risk and compliance processes. Performance Management Accountabilities
Take action to manage ongoing personal development. Model behaviors that demonstrate commitment to corporate values. Educate team members and business partners in technical expertise. Provide guidance and support for team members. Qualifications
Basic Qualifications:
High School Diploma or Equivalent and 3 or more years of experience in the Underwriting or Market Facing area, OR High School Diploma or Equivalent and 6 or more years of experience in the Claims or Underwriting Support area, OR Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience in the Underwriting or Market Facing area, OR Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Claims or Underwriting Support area, AND Knowledge of line/s of business and the legal and regulatory guidelines, knowledge of time restraints for quotes on new and renewal business, and experience with Microsoft Office. OR High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area, OR High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area, OR Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area, OR Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area, AND Knowledge of Microsoft Office, experience working on time restraints for quotes on new and renewal business, and experience working in a team environment. Preferred Qualifications
Master’s Degree Professional designations (e.g., CPCU, ARe, or equivalent) are a plus Strong analytical and decision-making skills, with a solid grasp of risk assessment Creative problem-solving skills Technologically sophisticated Experience in data querying and analysis Excellent communication and relationship-building abilities Proven ability to work independently and manage multiple priorities Proficiency with underwriting systems and Microsoft Office Suite Technical knowledge of Finance and Insurance product offerings and marketing model Compensation and equal opportunity : Zurich compensation for roles is influenced by various factors including location, role, skill set, and experience. We provide a fair compensation range and Total Rewards information is available by clicking here. The combined salary range for this position is $75,000.00 - $165,000.00 with Level II at $74,300.00 - $121,700.00 (10% short-term incentive) and Level III at $98,300.00 - $161,000.00 (15% short-term incentive). Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Location(s): AM - Overland Park | Remote Working: Hybrid | Schedule: Full Time | Employment Sponsorship Offered: No
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Zurich Direct Markets BU
is seeking a Market Facing Account Underwriter (Level II or III) for our Finance and Insurance (F&I) Underwriting team located in Overland Park, Kansas. This role has the flexibility of a hybrid work schedule with three in-office days per week (Mon-Wed). This role will be filled at either the Level II or Level III. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position. Purpose:
Analyze and underwrite new and existing F&I business to support the portfolio’s long-term growth and profitability while delivering excellent service to our customers and the sales organization. You’ll play a key role in supporting Zurich’s financial objectives and reputation for reliability and forward-thinking solutions. Key Accountabilities
Make sound underwriting decisions within assigned authority, ensuring both profitability and customer retention. Analyze and underwrite new and existing F&I business at the account level, working independently under general direction within delegated authority levels. Qualify accounts to meet the organization\'s Underwriting appetite. Calculate target pricing by utilizing underwriting tools and models appropriately. Understand and analyze risk. Negotiate pricing and other terms with the sales organization to close the deal. Review detailed Dealer Product Questionnaire (DPQ) with key Sales personnel for accurate setup, implementation and to identify growth opportunities. Update and maintain key applications with rating and other pricing variables. Work with internal teams to ensure accurate and complete onboarding. Maintain accurate documentation for all underwriting activities. Support the organization’s sales culture by serving as a key contact for assigned territory. Provide technical advice that enables Sales and customers to solve problems and/or improve business. Anticipate customer needs and monitor trends to recommend changes. Proactively manage a portfolio of accounts, addressing customer needs and supporting retention. Apply rating tools and methodologies to own work area to deliver to customers and offer suggestions for improvements. Prepare and review contracts. Calculate settlement offers. Business Travel, as required Extended Hours during peak periods and as required Regular Predictable Attendance including in-office on team days (Mon-Wed) Business Accountabilities
Develop and maintain relationships with the Sales organization, collaborating on proposals and general business needs, in support of business acquisition, retention and profitability. Data querying and reporting to support internal and customer requests. Perform analysis of underwriting profitability and identify trends. Lead and facilitate periodic account reviews for assigned territory. Contribute to continuous improvement by sharing insights and participating in team initiatives. Attend and participate in virtual and in-person sales team meetings with a planned and well-prepared purpose. Additional Job Functions
Assess complex customer cases, evaluate their unique needs and apply technical techniques and know-how to recommend a solution. Build relationships with customers by handling a range of queries and provide advice with the development of an account to create additional value for the organization and customers. Research primary data sources, select relevant information, analyze key themes and trends and make recommendations supporting operational decision making. Analyze risk data and market trends to support business growth and sustainability. Analyze department needs, develop and recommend alternatives for improvements to processes, customer service or products. Monitor and review work undertaken across a number of small to medium scale projects or a large complex project in order to ensure appropriate use of resources and adherence to schedules. Provide advisory services to colleagues daily, measuring exposure and analyzing risk in order to provide appropriate coverage that meets the organization\'s risk and compliance processes. Performance Management Accountabilities
Take action to manage ongoing personal development. Model behaviors that demonstrate commitment to corporate values. Educate team members and business partners in technical expertise. Provide guidance and support for team members. Qualifications
Basic Qualifications:
High School Diploma or Equivalent and 3 or more years of experience in the Underwriting or Market Facing area, OR High School Diploma or Equivalent and 6 or more years of experience in the Claims or Underwriting Support area, OR Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience in the Underwriting or Market Facing area, OR Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Claims or Underwriting Support area, AND Knowledge of line/s of business and the legal and regulatory guidelines, knowledge of time restraints for quotes on new and renewal business, and experience with Microsoft Office. OR High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area, OR High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area, OR Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area, OR Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area, AND Knowledge of Microsoft Office, experience working on time restraints for quotes on new and renewal business, and experience working in a team environment. Preferred Qualifications
Master’s Degree Professional designations (e.g., CPCU, ARe, or equivalent) are a plus Strong analytical and decision-making skills, with a solid grasp of risk assessment Creative problem-solving skills Technologically sophisticated Experience in data querying and analysis Excellent communication and relationship-building abilities Proven ability to work independently and manage multiple priorities Proficiency with underwriting systems and Microsoft Office Suite Technical knowledge of Finance and Insurance product offerings and marketing model Compensation and equal opportunity : Zurich compensation for roles is influenced by various factors including location, role, skill set, and experience. We provide a fair compensation range and Total Rewards information is available by clicking here. The combined salary range for this position is $75,000.00 - $165,000.00 with Level II at $74,300.00 - $121,700.00 (10% short-term incentive) and Level III at $98,300.00 - $161,000.00 (15% short-term incentive). Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Location(s): AM - Overland Park | Remote Working: Hybrid | Schedule: Full Time | Employment Sponsorship Offered: No
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