CareerPlan

Underwriter II, Financial Institutions, Financial Lines

NY-New York, USFull-time$90k–$112k2026-09-24 → 2026-11-11
Hybrid

Core

Underwrites Financial Lines insurance products, issuing quotes and policies while analyzing risk exposures and ensuring compliance.

Role type

Underwriter II, Financial Lines

Builds

Insurance policies and risk solutions for financial institutions

Domain

Insurance / Financial Lines

Required skills

Risk analysis, claims analysis, financial statement analysis, negotiation, business acumen, critical thinking, compliance adherence

Preferred skills

Technical expertise in Financial Lines portfolio, market intelligence gathering, producer strategy development

Technologies

None stated

Responsibilities

Evaluate and prioritize submissions; identify risk exposures and hazards; analyze claims and quantify losses; adhere to underwriting guidelines; offer coverage terms for profitability; capture market intelligence; negotiate with brokers and clients; make presentations on risk appetite; develop submission pipelines; provide customer service to brokers and clients.

Seniority

Mid-level, individual contributor