CareerPlan

Financial Institutions Underwriter

New York, NY, USFull-time$102k–$193k2026-10-27 → 2026-11-10
Hybrid

Core

Underwrite and generate new business for public and large private financial institutions (Asset Managers, PE/VC, REITs, Banks) within the Financial Lines segment.

Role type

Senior Financial Institutions Underwriter

Builds

Primary and Excess D&O, E&O, Fiduciary, and EPL coverages

Domain

Insurance / Financial Services

Required skills

Financial Institutions underwriting, Management Liability underwriting, Professional Liability underwriting, Territory management, Broker relationship development, Consultative sales, Risk analysis, Policy form expertise

Preferred skills

Market intelligence analysis, Negotiation, Strategic planning

Technologies

Policy forms, Endorsements, Exclusions, Coverage language

Responsibilities

Execute territory strategy and develop broker partnerships, Analyze and structure Financial Institutions risks, Evaluate financial and operational information to identify exposures, Communicate coverage recommendations to brokers, Negotiate solutions supporting growth and profitability, Maintain expertise in policy forms and coverage language

Seniority

Senior, hands-on IC