D&O Financial Institutions Underwriter

Responsible for an assigned book of business in which account information is evaluated, underwritten, and priced within authority guidelines. 

Risk selection/rejection, retention, growth, and profitability within scope of authority and per divisional objectives.

The underwriter is expected to perform financial statement analysis of prospective risks and make recommendations on pricing and terms consistent with underwriting guidelines. 

Service complex multi-line risks

Communicates directly with Brokers to develop and maintain strong relationships. 

Conduct marketing visits out of state.

Promptly issue quotes, policies, and endorsements.

Understand, compare, and contrast policy language both internal and competitor forms.

Performs additional duties as assigned.

Generally, 0 to 5 years of insurance, banking, financial institution or related experience.

Bachelor’s degree is required, with a focus in Finance, Accounting or other Business-related field.

High level of organizational skills, and the ability to establish priorities and meet deadlines.

Strong verbal and written communication skills to leverage excellent customer relationships, and to provide opportunities for marketing products and services.

Must be able to travel as needed and work autonomously.