CareerPlan

Underwriter - Financial Institutions

1177 Avenue of the Americas-New York, NY, USFull-time$100k–$120k2026-10-27 → 2026-11-10

Core

Underwrite new and renewal D&O, EPL, FID, E&O, and Crime & Fidelity property business for financial institutions.

Role type

Underwriter

Builds

Profitable financial institutions insurance portfolio

Domain

Insurance / Financial Institutions

Required skills

Risk analysis, underwriting judgment, quotation preparation, broker relationship management, regulatory compliance, documentation management

Preferred skills

Financial lines underwriting experience, management track record, professional growth mindset

Technologies

Underwriting platforms, Microsoft Office Suite

Responsibilities

Solicit and evaluate new and renewal business; Analyze submitted documentation against underwriting standards; Prepare and present quotation terms and conditions; Develop and maintain relationships with brokers and clients; Create written referrals for risks outside authority; Maintain comprehensive file documentation

Seniority

Mid-level, individual contributor