CareerPlan

Underwriting Manager - Financial Institutions

Chicago, ILFull-time2026-09-17 → 2026-11-11

Core

Manage and grow a profitable portfolio of new and renewal financial institutions (banks, asset management, insurance companies) in the Central Region, serving as a key resource for clients, brokers, and internal stakeholders.

Role type

Senior IC underwriting manager (financial institutions)

Builds

Insurance portfolio for financial institutions

Domain

Insurance / Financial Services

Required skills

D&O Liability, E&O Liability, Fiduciary Liability, Employment Practices Liability, Crime & Fidelity, complex risk assessment, regulatory analysis, financial performance analysis, portfolio management, stakeholder relationship management, strategic underwriting guidance

Preferred skills

7-12+ years in Financial Institutions, established broker network, team leadership and mentoring, negotiation of complex placements

Technologies

None stated

Responsibilities

Manage a portfolio of Financial Institutions ranging from middle-market to large complex financial institutions; Serve as the primary point of contact for clients, brokers and internal stakeholders; Develop and maintain strong relationships with key stakeholders; Lead new and renewal strategy discussions and presentations with clients and brokers; Maintain underwriting best practices in accordance with guidelines; Analyze complex risks and unusual transaction structures; Assess organizational governance structures and risk management practices; Monitor industry sectors for emerging risks, litigation trends, and regulatory developments; Analyze company financial performance and capital structure to evaluate risk profile

Seniority

Senior, hands-on IC