Underwriting Specialist Resume Samples

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M Wolf

Marian

Wolf

5913 Dylan Stream

Chicago

+1 (555) 612 4232

5913 Dylan Stream

Chicago

Phone

p +1 (555) 612 4232

Experience Experience

San Francisco, CA

Underwriting Specialist

San Francisco, CA

Bradtke Inc

San Francisco, CA

Underwriting Specialist

Assist the STC product manager to deliver STC product solutions to clients in support of growth initiatives in the Americas
Assist the SC product manager to deliver STC product solutions to clients in support of growth initiatives in the Americas
Assist the SC product manager to deliver SC product solutions to clients in support of growth initiatives in the Americas
Manage an existing portfolio of SC insurance policies in the Americas
Makes independent marketing calls to brokers and prospective insureds
Contributes to the development of marketing plans, product analysis, services, geographic focus and broker intelligence
Develop strong relationships with brokers and clients to grow the underwriter’s book of trade credit business

Boston, MA

Aging Services Underwriting Specialist

Boston, MA

Mante-Graham

Boston, MA

Aging Services Underwriting Specialist

Demonstrates in-depth knowledge of CNA’s products and appetite while clearly communicating CNA’s position at the point of sale
Understands pricing components and rating methodology as well as use of the predictive modeling tools; prices risk based on financial and competitive analysis
Keeps current on state/territory issues, regulations and trends
Proactively identifies cross-sell opportunities and partners with other underwriters to deliver comprehensive insurance solutions for the customer
Underwriting Expertise
Develops account opportunities from established wholesale brokerage relationships
Assists other members of the department including Underwriters, Associate Underwriters in product line and/or technical knowledge and development

present

Detroit, MI

Management Liability Underwriting Specialist

Detroit, MI

Corkery, Breitenberg and Swaniawski

present

Detroit, MI

Management Liability Underwriting Specialist

present

Prioritizes time and resources to effectively manage and optimize producer performance
Develops producer relationships to build pipeline, agency intelligence, and drives performance to meet and exceed results
Sales & Distribution Management
Drives effective relationship management and customer activities to build trust, facilitate negotiation and secure commitment with the customer
Portfolio Management
Operates with an Enterprise perspective to identify cross sell opportunities and create growth within other lines of business and customer segments
Builds/maintains rigorous sales practices using all CNA systems including SalesForce.com and other sales tools and disciplines

Education Education

Bachelor’s Degree in Comfort With Analytical Tools

Howard University

Bachelor’s Degree in Comfort With Analytical Tools

Skills Skills

Capable of managing a large book of business with minimal supervision
Advanced knowledge of computer programs, including Word, Excel, and Outlook
Excellent communication capabilities oral and written
Effectively interacts with internal departments and brokers
Professional designation as Associate Underwriter (AU), Associate in Risk Management (ARM) or CPCU designation is
Will consider remote working environment
Knowledge of underwriting processes, coverages, and tools to gather and evaluate information in order to reach appropriate decisions on renewals and new business
Ability to effectively interact and communicate with all levels of external and/or internal business partners within scope of responsibility, team and/or matrix environment
Ability to exercise judgment, negotiate and make sound business decisions effectively based on level of authority
Strong ability to identify, analyze and solve problems as well as the ability to learn rapidly, adapt quickly to change, exercise influence, and manage and prioritize multiple concurrent projects

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15 Underwriting Specialist resume templates

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Senior Underwriting Specialist Resume Examples & Samples

Execute the development and maintenance of the underwriting rules in accordance with the needs and regulations in each and several regions
Stands out for judgment and analytical mind
Recognized for thoroughness, stringency and the quality of work
Has strong problem-solving skills and problem analysis skills (conceptualization)
Has an ability to foresee the results of an analysis or a report in order to evaluate the probability of the results obtained once the work is completed

Underwriting Specialist Resume Examples & Samples

Responsible for the profitability, growth and retention of assigned book of business that is consistent with overall business line objectives
Underwrites targeted new and renewal business by reviewing and analyzing applicant’s loss history, financials, and other pertinent information to determine acceptability of risk in accordance with company underwriting guidelines and authority
Maintains complete and documented underwriting files that meet the requirements of the company and carrier
Understands pricing components and rating methodology and prices risk based on financial and competitive analysis
Utilizes underwriting tools to determine accurate classifications, rates, and premium charges
Approves endorsement transactions for book of business within assigned territory
Develops account opportunities from established wholesale brokerage relationships
Demonstrates advanced knowledge of underwriting concepts, practices and procedures
Participates in marketing activities
Bachelor’s degree and 5-10 years of commercial underwriting experience and/or equivalent combination of education and experience
Prior environmentally related underwriting experience preferred
Capable of managing a large book of business with minimal supervision
Must be committed to client relationship management and service
Advanced knowledge of computer programs, including Word, Excel, and Outlook
Excellent communication capabilities oral and written
Effectively interacts with internal departments and brokers
Professional designation as Associate Underwriter (AU), Associate in Risk Management (ARM) or CPCU designation is a plus

Mortgage Underwriting Specialist Resume Examples & Samples

Review file for data integrity to certify accuracy of Automated Underwriting findings
Review the underwriting conditions and re-run the Automated Underwriting, if applicable
Compare file submitted to program guidelines thus making sure Loan-to-value, FICO, Debt-to-income, etc. complies with guidelines
Check the appraisal for accuracy and completeness
Make sure the appraisal meets investor guidelines and supports value
Communicate underwriting decision and explain reasons for conditions in the Empower system

Credit Underwriting Specialist Resume Examples & Samples

Process mapping and documenting procedures
Strong attention to detail and organizational skills
Detailed understanding of credit underwriting systems e.g. Equifax, Experian, Call Credit, Transact SM
Excellent verbal, communication and negotiating skills
Understanding of fraud & AML compliance with specific emphasis on reviews within a retail banking environment

Life Underwriting Specialist Resume Examples & Samples

1-3 years of experience Underwriting Individual Life Insurance
Strong written and verbal communication
Ability to read, analyze and interpret both internal and external documents such as general media/publications, professional journals, technical procedures, governmental regulations, policies, proposals, and standard operating procedures
Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
Ability to work in a fast paced, team environment and be adaptable to changing priorities
A demonstrated track record of consistently meeting and/or exceeding performance expectations
Possesses a bias for action and avoids workplace distractions
Drives performance targets to completion

Dental Underwriting Specialist Resume Examples & Samples

1-3 yrs of underwriting experience (Group Life, STD, LTD and/or Dental) that directly aligns with the specific responsibilities for this position
Group Life, STD, LTD, and/or Dental product knowledge
Experience rating capabilities in Life, STD, LTD, and/or Dental

Underwriting Specialist Resume Examples & Samples

Work closely with Product and Actuarial in the development of internal capabilities
Work closely with all levels of Underwriting professionals
Be responsible for the profitability level of both inforce and prospective Special Risk clients, and provide consultation around benefit plan structure and administration in both Special Risk and standard Accidental Death and Dismemberment plans
Perform testing of reports for desired outcomes, demonstrate and release tools to target audiences
Work with Senior Underwriting Leaders, including the Lead Special Risk Underwriter within our organization
Work independently and within group environments on department specific projects
Mentor and train multiple departments on the Special Risk product and pricing
Candidates should have a minimum of 7 years in Special Risk Underwriting(AD&D and Death Dismemberment)
Possess general business writing, organization, presentation and time management skills
Have strong leadership skills
Be strong in training and mentoring
Comfort level dealing with numbers, analytics, and problem solving
Proficient in Microsoft WORD, Access, and PowerPoint
Excellent EXCEL skills
Resourcefulness, flexibility and creativity
Ability to work independently as well as in a team environment
Ability to generate creative solutions; proactive problem solver

Senior Underwriting Specialist Resume Examples & Samples

High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area
Bachelor’s Degree
In depth knowledge of D&O, Employment Practices, Fiduciary Liability, Security & Privacy and Cyber
Experience with Asset Management Companies (Investment Advisors, Hedge Funds, Mutual Funds) and Real Estate Investment Trusts
Knowledge of processing methods and workflow procedures and knowledge of insurance underwriting and regulations
Ability to effectively assess risk
Strong negotiation skill
Strong broker relationships
Superior skills in relationship building, active listening, needs analysis, and win-win negotiation
Possess a high level of customer service by meeting or exceeding broker and or customer expectations with respect to required deadlines
Excellent oral and written communication skills
Strong knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines
PC and related software skills

Underwriting Specialist Resume Examples & Samples

Develops, grows, and maintains a profitable, diversified book of business through effective underwriting decision making, mutually beneficial agent/brokers relationships, and application of underwriting tools, systems, and expert resources. Guides/mentors less experienced underwriters in their respective area of expertise. Responsible for production underwriting by marketing to a geographic territory, targeting healthcare accounts with revenues greater than $10M. Based on experience and interest, the successful candidate may be hired into the large & loss-sensitive unit or the middle markets unit
This is a range posting for a grade 15 to 18 depending upon experience
Risk Selection: evaluates opportunities by qualifying accounts; identifying, selecting and assessing risks; determining the premium, policy terms and conditions; obtaining approvals; creating/presenting the proposal to the agent/broker and successfully negotiating deals
Agent/Broker Relationships: Demonstrates a high level of responsiveness and focus on supporting Agents and Brokers objectives through successful negotiations. Develops and maintains the relationship through responsive service, site visits, in person renewal meetings or enhanced knowledge of their customers’ businesses
Portfolio Management: Manages a sizable and complex book of business by analyzing the portfolio, identifying areas of opportunity for improved growth, profit and diversification, and executing marketing plans to increase market share with preferred brokers. Uses pricing models as tools and guidance while tailoring price to risk, quality, and coverage terms to ensure portfolio profitability
Service Value Proposition: Understands and articulates the specialized services Liberty Mutual can offer our healthcare insureds and how they compare to those provided by our competitors
Documenting the Deal: Documents files in a way that reflects a solid thought process and decision making through comprehensive account reviews, sign-offs and referrals
Leadership: Formally guides, mentors, and coaches underwriters in both technical and professional skills. Demonstrates an area of expertise and provides regular updates to other underwriters
Continuous Improvement: Actively participates in continuous improvement by fully engaging in daily huddles, generating suggestions, following appropriate procedures and work principles, participating in problem solving activities, and using continuous improvement tools to support the work of the team
Advanced-level knowledge of insurance products/coverage, market segments and marketplace; insurance finance and actuarial concepts; loss control/risk engineering; marketing/selling techniques, regulatory environment
Advanced-level knowledge of underwriting, pricing, risk selection, territory management
Ability to apply underwriting/appetite, tools, systems, and resources to achieve goals, solve complex problems, establish and build healthy working relationships, lead mentoring relationships, and negotiate
Bachelor’s degree; three to ten years of commercial lines underwriting experience preferred; CPCU or professional insurance designation preferred

Underwriting Specialist, Crisis Management Resume Examples & Samples

Establishes and maintains relationships to facilitate marketing of LIU products and services to the brokerage community. Makes independent sales calls to market and cross market
Reviews and negotiates policy terms and conditions including manuscript wording
Underwrites targeted new and renewal business by reviewing and analyzing insured's (or prospective insured's) loss history, financials, and other pertinent information
Makes independent marketing calls to brokers and prospective insureds
Contributes to the development of marketing plans, product analysis, services, geographic focus and broker intelligence
Communicates with other product line underwriters and claims analysts in order to provide top level customer service
Assists other members of the department including Underwriters, Associate Underwriters in product line and/or technical knowledge and development
Performs related duties as requested to include, report preparation, presentations, and special projects to assist in ensuring the success of the product line unit
Bachelor's degree or advanced degree or equivalent; 6+ years underwriting experience
Requires advanced knowledge of underwriting concepts, practices, and procedures
Crisis Management underwriting experience including product recall; contaminated products; kidnap, ransom & extortion is required
At least 2 years experience underwriting highly technical risks
The ability to effectively interact with brokers and internal departments
Strong negotiation, analytical, and decision making skills are also required
Demonstrated strategic and marketing capabilities

Underwriting Specialist Resume Examples & Samples

Establishes and maintains relationships to facilitate marketing of LIU products and services to the brokerage community. Makes independent sales calls to market and cross market
Reviews and negotiates policy terms and conditions including manuscript wording
Underwrites targeted new and renewal business by reviewing and analyzing insured's (or prospective insured's) loss history, financials, and other pertinent information
Makes independent marketing calls to brokers and prospective insureds
Contributes to the development of marketing plans, product analysis, services, geographic focus and broker intelligence
Communicates with other product line underwriters and claims analysts in order to provide top level customer service
Assists other members of the department including Underwriters, Associate Underwriters in product line and/or technical knowledge and development
Performs related duties as requested to include, report preparation, presentations, and special projects to assist in ensuring the success of the product line unit
Bachelor's degree or advanced degree or equivalent; 6+ years underwriting experience
Requires advanced knowledge of underwriting concepts, practices, and procedures
At least 2 years experience underwriting highly technical risks
The ability to effectively interact with brokers and internal departments
Strong verbal and written communications skills
Strong negotiation, analytical, and decision making skills are also required
Demonstrated strategic and marketing capabilities

Underwriting Specialist HFP Resume Examples & Samples

Can review almost all coverage requests and understand which are in appetite and which need review by additional authority
Maintains thorough knowledge of applicable laws, regulations and governance
Coaches others on applicable terms and conditions; policy language and coverage applicability
Expert knowledge of Management Liability Industry; deep experience in underwriting applicable lines of business
Strong financial acumen and ability to review and understand insured's business model and health
Strong ability to drive effective partnerships and deliver outcomes on behalf of the territory and national strategy
Territory resource for most complex risks
7+ years of management liability underwriting experience
RPLU a plus
This position could be filled at the Underwriter, Executive Underwriter, or Underwriting Specialist level, depending on experience

Management Liability Underwriting Specialist Resume Examples & Samples

Reviews applications and financial requirements to determine acceptability of risk in accordance with CNA’s guidelines and standards
Understands pricing components and rating methodology as well as use of the predictive modeling tools; prices risk based on financial and competitive analysis
Uses all appropriate underwriting tools (e.g., RST, BPMT, Merlin, etc.), disciplines and knowledge of strategies to ensure underwriting guidelines are followed
Demonstrates technical underwriting skills through strategic, thorough account reviews and file documentation
Prepares or analyzes information on adverse underwriting decisions, rate appeals, underwriting requirements, status and declinations in order to drive results within the assigned territory
Adheres to CAT guidelines and underwriting discipline to minimize exposure and appropriately price
Keeps current on state/territory issues, regulations and trends
Manages assigned portfolio to achieve gross written premium, profitability, rate, retention, product mix, new business and portfolio management goals
Prioritizes time and resources to effectively manage and optimize producer performance
Operates with an Enterprise perspective to identify cross sell opportunities and create growth within other lines of business and customer segments
Demonstrates in-depth knowledge of CNA’s products and appetite while clearly communicating CNA’s position at the point of sale
Sales & Distribution Management
Builds/maintains rigorous sales practices using all CNA systems including SalesForce.com and other sales tools and disciplines
Develops producer relationships to build pipeline, agency intelligence, and drives performance to meet and exceed results
Develops and implements distributor specific plans, monitors performance, and adjusts plan to ensure a substantial pipeline for future profitable growth
Drives effective relationship management and customer activities to build trust, facilitate negotiation and secure commitment with the customer
Proactively identifies cross-sell opportunities and partners with other underwriters to deliver comprehensive insurance solutions for the customer
Knowledge of underwriting processes, coverages, and tools to gather and evaluate information in order to reach appropriate decisions on renewals and new business
Ability to effectively interact and communicate with all levels of external and/or internal business partners within scope of responsibility, team and/or matrix environment
Ability to uncover customer needs, position specific solutions, handle objections and close deals
Ability to exercise judgment, negotiate and make sound business decisions effectively based on level of authority
Strong ability to identify, analyze and solve problems as well as the ability to learn rapidly, adapt quickly to change, exercise influence, and manage and prioritize multiple concurrent projects
TMJ-KC1

Underwriting Specialist Resume Examples & Samples

Underwriting Expertise
Reviews applications and financial requirements to determine acceptability of risk in accordance with CNA’s guidelines and standards
Understands pricing components and rating methodology as well as use of the predictive modeling tools; prices risk based on financial and competitive analysis
Uses all appropriate underwriting tools (e.g., RST, BPMT, Merlin, etc.), disciplines and knowledge of strategies to ensure underwriting guidelines are followed
Demonstrates technical underwriting skills through strategic, thorough account reviews and file documentation
Prepares or analyzes information on adverse underwriting decisions, rate appeals, underwriting requirements, status and declinations in order to drive results within the assigned territory
Adheres to CAT guidelines and underwriting discipline to minimize exposure and appropriately price
Keeps current on state/territory issues, regulations and trends
Portfolio Management
Manages assigned portfolio to achieve gross written premium, profitability, rate, retention, product mix, new business and portfolio management goals
Prioritizes time and resources to effectively manage and optimize producer performance
Operates with an Enterprise perspective to identify cross sell opportunities and create growth within other lines of business and customer segments
Demonstrates in-depth knowledge of CNA’s products and appetite while clearly communicating CNA’s position at the point of sale
Sales & Distribution Management
Builds/maintains rigorous sales practices using all CNA systems including SalesForce.com and other sales tools and disciplines
Develops producer relationships to build pipeline, agency intelligence, and drives performance to meet and exceed results
Develops and implements distributor specific plans, monitors performance, and adjusts plan to ensure a substantial pipeline for future profitable growth
Drives effective relationship management and customer activities to build trust, facilitate negotiation and secure commitment with the customer
Proactively identifies cross-sell opportunities and partners with other underwriters to deliver comprehensive insurance solutions for the customer
Knowledge of underwriting processes, coverages, and tools to gather and evaluate information in order to reach appropriate decisions on renewals and new business
Ability to effectively interact and communicate with all levels of external and/or internal business partners within scope of responsibility, team and/or matrix environment
Ability to uncover customer needs, position specific solutions, handle objections and close deals
Ability to exercise judgment, negotiate and make sound business decisions effectively based on level of authority
Strong ability to identify, analyze and solve problems as well as the ability to learn rapidly, adapt quickly to change, exercise influence, and manage and prioritize multiple concurrent projects

Underwriting Specialist Resume Examples & Samples

Bachelor degree in business, math or related field or equivalent
Knowledge of basic math
Ability to solve problems and make decisions
Excellent customer service skills
Ability to multi-task

Aging Services Underwriting Specialist Resume Examples & Samples

Underwriting Expertise
Reviews applications and financial requirements to determine acceptability of risk in accordance with CNA’s guidelines and standards
Understands pricing components and rating methodology as well as use of the predictive modeling tools; prices risk based on financial and competitive analysis
Uses all appropriate underwriting tools (e.g., RST, BPMT, Merlin, etc.), disciplines and knowledge of strategies to ensure underwriting guidelines are followed
Demonstrates technical underwriting skills through strategic, thorough account reviews and file documentation
Prepares or analyzes information on adverse underwriting decisions, rate appeals, underwriting requirements, status and declinations in order to drive results within the assigned territory
Adheres to CAT guidelines and underwriting discipline to minimize exposure and appropriately price
Keeps current on state/territory issues, regulations and trends
Portfolio Management
Manages assigned portfolio to achieve gross written premium, profitability, rate, retention, product mix, new business and portfolio management goals
Prioritizes time and resources to effectively manage and optimize producer performance
Operates with an Enterprise perspective to identify cross sell opportunities and create growth within other lines of business and customer segments
Demonstrates in-depth knowledge of CNA’s products and appetite while clearly communicating CNA’s position at the point of sale
Sales & Distribution Management
Builds/maintains rigorous sales practices using all CNA systems including SalesForce.com and other sales tools and disciplines
Develops producer relationships to build pipeline, agency intelligence, and drives performance to meet and exceed results
Develops and implements distributor specific plans, monitors performance, and adjusts plan to ensure a substantial pipeline for future profitable growth
Drives effective relationship management and customer activities to build trust, facilitate negotiation and secure commitment with the customer
Proactively identifies cross-sell opportunities and partners with other underwriters to deliver comprehensive insurance solutions for the customer
Knowledge of underwriting processes, coverages, and tools to gather and evaluate information in order to reach appropriate decisions on renewals and new business
Ability to effectively interact and communicate with all levels of external and/or internal business partners within scope of responsibility, team and/or matrix environment
Ability to uncover customer needs, position specific solutions, handle objections and close deals
Ability to exercise judgment, negotiate and make sound business decisions effectively based on level of authority
Strong ability to identify, analyze and solve problems as well as the ability to learn rapidly, adapt quickly to change, exercise influence, and manage and prioritize multiple concurrent projects

Senior Credit Underwriting Specialist Resume Examples & Samples

Demonstrate a commitment to keep up-to-date with current events, overall economic and financial environment, trends, product developments, legislative changes etc
Involvement in the community through participation in business and industry associations, and aid in the development of a professional network comprised of the target client segment
Support credit underwriting and credit underwriting standards for the Private Banking lending portfolio
Help with the ongoing management of the complex credit book under the iCap & CLASS credit platforms and support the local Credit Specialist team in times of peak loading with hands-on management of lending files including renewals, coordination, and input of files to meet mandated maximum expiry levels
Support new complex or UHNW credit requests in partnership with Private Banking Advisors. This will include
Partner with Private Bankers/Associates and Credit Control Specialist to resolve RIL & OICC issues
Partner with CSM/ED to ensure KAR attestations have been appropriately completed as it relates to credit related requirements including assisting any credit file reviews
Oversee DOL process to ensure temporary excesses have been appropriately approved escalating issues to the Director Credit if appropriate
Oversee monthly margin reporting ensuring reporting deficiencies and short positions are rectified in a timely manner escalating issues to the Director Credit if appropriate
Provide advice and guidance to Private Banking Advisors and local leadership on appropriate pricing and fee structure for UHNW credit requests

Underwriting Specialist Resume Examples & Samples

Risk Selection: evaluates or assesses the business applying for insurance by qualifying accounts; identifying, selecting and assessing risks; determining the premium, policy terms and conditions; obtaining approvals; creating/presenting the proposal to the agent/broker and successfully negotiating deals
Agent/Broker Relationships: Demonstrates a high level of responsiveness and focus on supporting Agents and Brokers objectives through successful negotiations. Develops and maintains the relationship through responsive service, site visits, in person renewal meetings or enhanced knowledge of their customers businesses
Portfolio Management: Manages a sizable and complex book of business by analyzing the portfolio, identifying areas of opportunity for improved growth, profit and diversification, and executing marketing plans to increase market share with preferred brokers

Senior Underwriting Specialist Resume Examples & Samples

Functions as a highly independent and experienced underwriter able to manage large complex cases, but is not yet expected to handle all levels of complexity. Makes sound decision to drive results
Is expected to perform as an underwriting champion (SME) on a variety of assigned subjects
Builds and maintains strong relationships. Works closely with sales staff, brokers and clients to discuss financial results and support or directly engage in the negotiation process
May manage ad-hoc projects, and/or participates in periodic process and technical design work to improve service, efficiency, or profitability
Fosters continuous learning for themselves and others. Expected to provide technical support to less experienced team members and may act as a formal mentor to less experienced underwriters
Demonstrates problem solving skills on risk and service related issues and broad institutional knowledge in the development of solutions
Selected candidate is anticipated to have 8-10 years of underwriting experience
Possesses an excellent work ethic and desire to succeed
7 or more years of Group Disability underwriting experience
Group Life Underwriting is a plus
Proven ability to work independently
Strong Analytical and Mathematical skills
Strong Excel skills
Excellent verbal and written communication skills
Strong negotiation skills

Underwriting Specialist Resume Examples & Samples

3-5 years of experience preferred in an underwriting capacity is preferred
Proficiency in software packages Microsoft Outlook, Cap IQ, Salesforce)
Solid organizational and communication skills are essential
MBA is strongly preferred
Foreign language proficiency valued, and underwriting, banking, or other credit analysis experience a plus

Field Underwriting Specialist Resume Examples & Samples

An undergraduate Bachelor’s degree
Minimum 5 years of Commercial Insurance Company, Agency or Brokerage experience
Proven ability to build and maintain strong professional relationships
Working knowledge of US Casualty lines of business (Workers Compensation, Auto Liability/Physical damage, and General Liability) including product features, forms, regulatory environments and risks etc
Willingness to be flexible, learn on the job, and maintain a can-do attitude
Comfort with analytical tools and technology
Background in energy and construction industries is preferred, but not required

Underwriting Specialist Resume Examples & Samples

Minimum of 3 to 5 years’ experience in the Property arena
Bachelor's Degree
Some knowledge of Property forms and wordings
Knowledge of the market, portfolio management, acquisition and distribution
Ability to work in a fast paced environment making quick decisions while adhering to a sound underwriting discipline
Outcome focused, self-motivated, flexible and enthusiastic
Strong interpersonal skills with emphasis on collaboration and working well with others
Proficient working knowledge of Microsoft Word, Excel and Outlook necessary

Casualty Underwriting Specialist Resume Examples & Samples

Analyze submitted account information for the largest most complex accounts, evaluate risks and controls, and ensure compatibility with risk appetite
Apply underwriting judgment to pricing model results to generate a technical price range, suggested coverage terms/conditions and alternative structure options for Market-Facing Underwriters to utilize in quoting and negotiating decisions on new business and renewals
Ensure technical price ranges, alternative structure options and suggested coverage terms/conditions adhere to filed rating plans
Work with actuarial units, finance teams, and Business units across the organization to understand actuarial model applications and stakeholder requirements
Acting as a role model for more junior underwriters, and making yourself available to offer advice and guidance

Field Underwriting Specialist Resume Examples & Samples

6+ years of Commercial Insurance Company, Agency or Brokerage experience
Working knowledge of US Casualty lines of business (Workers Compensation, Auto Liability/Physical Damage, and General Liability) including product features, forms, regulatory environments and risks etc
High “EQ”

Underwriting Specialist Resume Examples & Samples

Develop and maintain highly effective business relationships with assigned agents and brokers in order to attract, develop/grow and retain profitable business in your assigned territory
Evaluates a prospect's/renewal's financial standing, operational strategy, and industry trends to determine whether to proceed with the account, and if so, under what terms and conditions
Performs a hazard analysis by combining knowledge and experience with available information on the prospect's/renewal's and its industry, and where appropriate, collaborates with experienced underwriters and other departments to evaluate a prospect's/renewal's potential exposure to loss
Applies understanding of insurance with the hazards identified for the customer to assess the customer/broker request and determine acceptable coverage grants by line of business that address the customer's critical insurance and service needs
Using assessments of the prospect's/renewal's operations and anticipated hazards, losses (primary & excess), and expenses (service requirements), applies knowledge of pricing tools, manual rates, rating plans, and reinsurance, develops a price for each coverage and rating plan option under consideration that meets or exceeds target returns, and has accountability and ownership of account pricing recommendations
Given the customer/broker request, the hazard, coverage, and loss analyses, and the competitive situation, recommends program structures (coverage, limits/retention, rating plan/pricing, and billing combinations) achieving desired Business Unit goals, including long term profitability
Completes all required steps on documentation and account management
Communicate and collaborate across the organization- such as Claims, Product Management, Loss Control, Legal, Credit, Distribution, and Production-- to provide solutions/recommendations and achieve organizational success
The ideal candidate is a highly knowledgeable and disciplined underwriter with experience managing construction risks and a track record of growing a book of business that performs well over the long term
Excellent knowledge of commercial insurance coverages, contracts and underwriting guidelines as normally acquired and a related bachelors degree eight to ten years of commercial lines underwriting experience preferred
Ability to make good business decisions based upon a mixture of analysis, wisdom, experience, and judgment
Strong communication and influencing skills to build immediate credibility, both internally and externally; an ability to present effectively to a wide range of audiences
Ability to negotiate skillfully in tough situations; gains trust of others and has a good sense of timing
Insurance specific designations (e.g. CPCU, CRIS) desired

Loan Underwriting Specialist Resume Examples & Samples

Underwrites Conventional, FHA, VA, and USDA loans ensuring compliance with appropriate company and secondary market investor standards to include loan approval, denial, or suspension with minimal to no supervision
Formulates decisions related to credit and collateral; analyzes complex loan documentation (i.e. appraisal reports, compliance inspections, credit reports, job verifications, financial statements and tax returns) to evaluate subject property and the credit worthiness of borrowers; and determines if loan meets approval criteria and informs the production staff within corporate timeframe
Interprets investor guidelines & policies to ensure that loans are saleable in the secondary market
Coordinates underwriting activities with loan processing and loan closing to ensure loan requirements are met; and notifies loan production personnel of incomplete files so they can procure appropriate information necessary to complete loan packages
Trains on additional loan products and designations as directed by management; determines and advises if a file can be counteroffered to a different product and/or program when appropriate; and communicates decisions that most effectively mitigate the risks present in the loan file
Ensures and upholds fair lending practices of SWBC Mortgage; meets targets for productivity, quality, and customer satisfaction; performs second review of contract underwritten denials; responds to individual and investor audits; and assists other senior underwriters on loan exceptions

Field Underwriting Specialist, Casualty Resume Examples & Samples

10+ years of Commercial Insurance Company, Agency or Brokerage experience
Working knowledge of US Primary Casualty lines of business (Workers Compensation, Auto Liability/Physical Damage, and General Liability) including product features, forms, regulatory environments and risks etc
Demonstrated sales, marketing, and relationship building experience
Very strong verbal and written communication skills
Highly motivated and results-oriented
Ability to work in dynamic, rapidly changing environment, adapting to changing requirements and collaborating with a wide range of colleagues to quickly deliver solutions

Senior Market Facing Underwriting Specialist Resume Examples & Samples

Generating, underwriting and analyzing Ocean Cargo submissions/ renewal business
Market facing and production within the Commercial Insurance Division
Administering and monitoring underwriting rules and guidelines, insurance laws and regulations and rating manual rules
Developing and maintaining agency and broker relationships
Working within broad limits and authorities on highly complex assignments
Responsible for working on renewal and new business accounts
High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area
Bachelor’s Degree
In-depth knowledge of Ocean Marine insurance programs with an emphasis on globally compliant Ocean Cargo programs that are in line with legal and regulatory guidelines
Ability to effectively assess risk
Strong negotiation skills
Strong broker relationships
Superior skills in relationship building, active listening, needs analysis, and win-win negotiation
Possess a high level of customer service by meeting or exceeding broker and or customer expectations with respect to required deadlines
Excellent oral and written communication skills
Strong knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines

National Accounts Casualty Underwriting Specialist Resume Examples & Samples

Evaluates a prospect's/renewal's financial standing, operational strategy, and industry trends to determine whether to proceed with the account, and if so, under what terms and conditions
Performs a hazard analysis by combining knowledge and experience with available information on the prospect's/renewal's and its industry, and where appropriate, collaborates with experienced underwriters and other departments to evaluate a prospect's/renewal's potential exposure to loss
Applies understanding of insurance with the hazards identified for the customer to assess the customer/broker request and determine acceptable coverage grants by line of business that address the customer's critical insurance and service needs
Using assessments of the prospect's/renewal's operations and anticipated hazards, losses (primary & excess), and expenses (service requirements), applies knowledge of pricing tools, manual rates, rating plans, and reinsurance, develops a price for each coverage and rating plan option under consideration that meets or exceeds target returns, and has accountability and ownership of account pricing recommendations
Given the customer/broker request, the hazard, coverage, and loss analyses, and the competitive situation, recommends program structures (coverage, limits/retention, rating plan/pricing, and billing combinations) achieving desired Business Unit goals, including long term profitability
Creates a proposal that presents a business case reflecting the prospect's/renewal's critical risk and financial requirements and our unique value proposition. Understands the customer and/or producer buying decisions. Lead the proposal presentation (production underwriting model) or supports the territory manager who leads the proposal presentation (Middle Market model)
Cultivates effective business relationship with accounts, providing risk stewardship including initial setup of service commitments and ongoing consultation. Completes all required steps on account setup, documentation, and account management. Partners with service providers to build long-term relationships between customers/brokers and Liberty and manages expectations of all parties
Intermediate level understanding of commercial casualty insurance coverages, forms/filings, underwriting standards and competitive practices
Ability to independently analyze complex financial statements, hazards, coverage, losses, pricing terms, and competitive positions
Demonstrated ability to make disciplined underwriting decisions while reaching new business, retention and other goals; Effective mathematical, interpersonal (relationship building, persuasion, etc.), and organizational skills as normally obtained through a bachelor's degree (or equivalent)
Minimum of 5 years casualty underwriting experience and a commitment to making progress towards attaining the CPCU

Middle Markets Underwriting Specialist Resume Examples & Samples

Underwriting Expertise
Reviews applications and financial requirements to determine acceptability of risk in accordance with CNA’s guidelines and standards
Understands pricing components and rating methodology as well as use of the predictive modeling tools; prices risk based on financial and competitive analysis
Uses all appropriate underwriting tools (e.g., RST, BPMT, Merlin, etc.), disciplines and knowledge of strategies to ensure underwriting guidelines are followed
Demonstrates technical underwriting skills through strategic, thorough account reviews and file documentation
Prepares or analyzes information on adverse underwriting decisions, rate appeals, underwriting requirements, status and declinations in order to drive results within the assigned territory
Adheres to CAT guidelines and underwriting discipline to minimize exposure and appropriately price
Keeps current on state/territory issues, regulations and trends
Portfolio Management
Manages assigned portfolio to achieve gross written premium, profitability, rate, retention, product mix, new business and portfolio management goals
Prioritizes time and resources to effectively manage and optimize producer performance
Operates with an Enterprise perspective to identify cross sell opportunities and create growth within other lines of business and customer segments
Demonstrates in-depth knowledge of CNA’s products and appetite while clearly communicating CNA’s position at the point of sale
Sales & Distribution Management
Builds/maintains rigorous sales practices using all CNA systems including SalesForce.com and other sales tools and disciplines
Develops producer relationships to build pipeline, agency intelligence, and drives performance to meet and exceed results
Develops and implements distributor specific plans, monitors performance, and adjusts plan to ensure a substantial pipeline for future profitable growth
Drives effective relationship management and customer activities to build trust, facilitate negotiation and secure commitment with the customer
Proactively identifies cross-sell opportunities and partners with other underwriters to deliver comprehensive insurance solutions for the customer
Knowledge of underwriting processes, coverages, and tools to gather and evaluate information in order to reach appropriate decisions on renewals and new business
Ability to effectively interact and communicate with all levels of external and/or internal business partners within scope of responsibility, team and/or matrix environment
Ability to uncover customer needs, position specific solutions, handle objections and close deals
Ability to exercise judgment, negotiate and make sound business decisions effectively based on level of authority
Strong ability to identify, analyze and solve problems as well as the ability to learn rapidly, adapt quickly to change, exercise influence, and manage and prioritize multiple concurrent projects

Underwriting Specialist Resume Examples & Samples

Evaluation of a prospect's/renewal's financial standing, operational strategy, and industry trends to determine whether to proceed with the account, and if so, under what terms and conditions
Applies expert level of underwriting skill to assess the customer/broker request and determine acceptable coverage grants by line of business that address the customer's critical insurance and service needs. Additionally, expert knowledge of pricing tools, manual rates, rating plans, and reinsurance, develops a price for each coverage and rating plan option under consideration that meets or exceeds target returns, and has accountability and ownership of account pricing recommendations
Recommends program structures (coverage, limits/retention, rating plan/pricing, and billing combinations) achieving desired Business Unit goals, including long term profitability
Cultivates effective business relationship with brokers and clients; participates in key broker meetings and events as well as client risk stewardship
Directly manages small team of underwriters. Responsibilities include
Builds expertise by training and developing technically competent underwriters with property/casualty multi-line expertise, confidence of judgment and deal orientation
Drives clarity of business strategies, creates alignment, and adeptly identifies and pursues new opportunities with an assigned set of producers in order to achieve a balanced, profitable and quality book while protecting Company assets
Acts as a referral underwriter for underwriting staff. Analyze data prepared by underwriters and uses experience or letters of authority to provide approval for risk selection and acceptance, coverage, and price
Analyzes key metrics of underwriters' results and identifies areas of improvement and development opportunities

Regional Underwriting Specialist Resume Examples & Samples

A minimum of 3 years of progressive underwriting or broking experience in Commercial Property and/or Energy business. Experience in manufacturing and/or equipment breakdown is an advantage
Outcome focused, self-motivated, flexible and enthusiastic
Strong interaction internally and externally with successful relationship building skills with staff, clients and brokers
Travel as required (25%)
Computer skills in Excel, Word and Outlook

Technical Underwriting Specialist Resume Examples & Samples

Analyze submitted account information for the largest most complex accounts, evaluate risks and controls, and ensure compatibility with risk appetite
Apply underwriting judgment to pricing model results to generate a technical price range, suggested coverage terms/conditions and alternative structure options for Market-Facing Underwriters to utilize in quoting and negotiating decisions on new business and renewals
Ensure technical price ranges, alternative structure options and suggested coverage terms/conditions adhere to filed rating plans
Work with actuarial units, finance teams, and Business units across the organization to understand actuarial model applications and stakeholder requirements
Acting as a role model for more junior underwriters, and making yourself available to offer advice and guidance

Excess Casualty Underwriting Specialist Resume Examples & Samples

Build & manage internal and external sales relationships
Select profitable risks based upon individual account criteria and underwriting standards
Manage portfolio to control the overall mix of accounts, manage exposures & take prompt action when necessary
Develop new business and retain existing accounts
Bachelors degree or equivalent preferred, continuing insurance education desired
Success driven individual who has demonstrated 3-10 years of success in a commercial underwriting role
Ability to analyze variables, such as type & amount of coverage, loss control, credit reports, and loss experience
Thorough knowledge of commercial insurance coverages, contracts & underwriting guidelines
Ability to interact successfully with customers to build & maintain good business relationships
Negotiation and pricing skills
Hard work, honesty, integrity and unwavering business ethics

Underwriting Specialist Resume Examples & Samples

Serves as primary underwriter for voluntary benefits on large cases (Group Critical Illness, Group Hospital Indemnity/Hospital Cash, and Group Accident)
Trains and mentors underwriters on voluntary benefits best practices. Serves as primary point of contact for product/underwriting questions from group UW organization
Works with underwriters to address underwriting system questions and acts as a consultative resource on specific cases. Coordinates with pricing team to bring their insights to bear on pricing and underwriting questions
Collaborates with group UW to recommend updates to product configuration, underwriting appetite and guidelines
Works with IT and underwriting to recommend and test systems enhancements. Defines requirements and clearly articulates business needs to external partners
Manages small to mid-sized special projects as needed. Participates in cross-functional LMB projects
Experience underwriting voluntary benefits cases (Critical Illness, Accident, and/or Hospital Indemnity/Hospital Cash) is preferred, but not required
Bachelor’s Degree required
At least 5 to 7 years of related work experience with progressively increasing responsibilities
Excellent analytic, quantitative and problem solving skills
Track record for collaborating across functions to achieve objectives
Strong verbal and written communication skills for writing reports/proposals and making presentations
Proficiency in Excel, PowerPoint, and Word

Financial Institutions Underwriting Specialist Resume Examples & Samples

Underwriting Expertise
Reviews applications and financial requirements to determine acceptability of risk in accordance with CNA’s guidelines and standards
Understands pricing components and rating methodology as well as use of the predictive modeling tools; prices risk based on financial and competitive analysis
Uses all appropriate underwriting tools (e.g., RST, BPMT, Merlin, etc.), disciplines and knowledge of strategies to ensure underwriting guidelines are followed
Demonstrates technical underwriting skills through strategic, thorough account reviews and file documentation
Prepares or analyzes information on adverse underwriting decisions, rate appeals, underwriting requirements, status and declinations in order to drive results within the assigned territory
Adheres to CAT guidelines and underwriting discipline to minimize exposure and appropriately price
Keeps current on state/territory issues, regulations and trends
Portfolio Management
Manages assigned portfolio to achieve gross written premium, profitability, rate, retention, product mix, new business and portfolio management goals
Prioritizes time and resources to effectively manage and optimize producer performance
Operates with an Enterprise perspective to identify cross sell opportunities and create growth within other lines of business and customer segments
Demonstrates in-depth knowledge of CNA’s products and appetite while clearly communicating CNA’s position at the point of sale
Sales & Distribution Management
Builds/maintains rigorous sales practices using all CNA systems including SalesForce.com and other sales tools and disciplines
Develops producer relationships to build pipeline, agency intelligence, and drives performance to meet and exceed results
Develops and implements distributor specific plans, monitors performance, and adjusts plan to ensure a substantial pipeline for future profitable growth
Drives effective relationship management and customer activities to build trust, facilitate negotiation and secure commitment with the customer
Proactively identifies cross-sell opportunities and partners with other underwriters to deliver comprehensive insurance solutions for the customer
Knowledge of underwriting processes, coverages, and tools to gather and evaluate information in order to reach appropriate decisions on renewals and new business
Ability to effectively interact and communicate with all levels of external and/or internal business partners within scope of responsibility, team and/or matrix environment
Ability to uncover customer needs, position specific solutions, handle objections and close deals
Ability to exercise judgment, negotiate and make sound business decisions effectively based on level of authority
Strong ability to identify, analyze and solve problems as well as the ability to learn rapidly, adapt quickly to change, exercise influence, and manage and prioritize multiple concurrent projects

Underwriting Specialist Termaccel Resume Examples & Samples

1-3 years of experience in Underwriting Individual Life Insurance
Strong comfort level with Technology and Innovation
Strong written and verbal communication
Ability to read, analyze and interpret both internal and external documents such as general media/publications, professional journals, technical procedures, governmental regulations, policies, proposals, and standard operating procedures
Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
Ability to work in a fast paced, team environment and be adaptable to changing priorities
A demonstrated track record of consistently meeting and/or exceeding performance expectations
Possesses a bias for action and avoids workplace distractions
Drives performance targets to completion

Underwriting Specialist, Financial Lines Resume Examples & Samples

5-10 years of of successful production and underwriting experience in Financial Lines products focusing on Directors and Officers Liability and Employment Practices Liability; having Atlanta region broker relationships is a plus
High level of self motivation
Strong understanding of financial and insurance concepts
Excellent analytical, negotiation and communication skills are essential
Ability to work in a fast paced team oriented environment required
College Degree - Finance or Risk Management major a plus

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