Sr. Underwriter/Account Executive Officer-Financial Institutions Property & Casualty
Core
Senior underwriter and Account Executive Officer evaluating financial and business risk, building relationships, and selling insurance solutions to financial institutions.
Role type
Senior IC underwriter / Account Executive Officer (Financial Institutions P&C)
Builds
Guaranteed-cost insurance solutions for community banks, credit unions, insurance companies, and asset managers
Domain
Insurance / Financial Institutions
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
complex risk assessment, negotiation, consultative sales, profitability management, regulatory knowledge, mentoring
Preferred skills
coaching, cross-selling strategy, market analysis
Technologies
N/A
Responsibilities
Manage profitability and growth of an assigned book of moderately to highly complex accounts; Underwrite and negotiate complex customer accounts to minimize risk and maximize profitability; Execute business unit underwriting strategies to achieve profit and growth objectives; Cultivate relationships with internal partners to identify cross-selling opportunities; Foster relationships with external agents and brokers to market and sell products; Identify new business opportunities using consultative marketing skills; Train and mentor less experienced underwriters
Seniority
Senior, hands-on IC with mentorship responsibilities