Underwriting Consultant – National Accounts Casualty, Monoline Umbrella

CNA Insurance

. Review applications and financial requirements for risks requiring complex underwriting skills .

Posted 11/3/2026full-timePlano • Texas • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced underwriting expertise with a strong focus on risk assessment, pricing strategies, and compliance within the insurance industry. Capable of fostering relationships with agencies and brokers while providing guidance and leadership to peers.

Highest-signal resume keywords

Underwriting ExperienceRisk AssessmentFinancial AnalysisNegotiation SkillsLeadership Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

UnderwritingRisk AcceptabilityPricing StrategiesFinancial AnalysisAnalytical SkillsProblem-SolvingInsurance Industry KnowledgeTechnical ExpertiseReport PreparationCross-Selling Opportunities

Soft Skills

Interpersonal SkillsCommunication SkillsIndependent JudgmentNegotiation SkillsLeadership Skills

Tools & Technologies

CNA SystemsMicrosoft Office SuiteBusiness-Related Software

Certifications & Qualifications

Professional Designations

Industry Keywords

Insurance IndustryUnderwriting PracticesRegulatory ComplianceMarket ProductsAgency Relationships

About the role

Key responsibilities & impact

Review applications and financial requirements for risks requiring complex underwriting skills
Determine risk acceptability, additional evidence of insurability, and underwriting strategy
Determine pricing using financial and competitive analysis in compliance with requirements
Prepare quotes and answer questions from agencies, policyholders, and external contacts
Escalate issues to management with proposed solutions
Negotiate with agents to achieve positive and profitable outcomes
Notify agencies of adverse underwriting decisions, rate appeals, requirements, status, and declinations
Analyze the quality, quantity, and profitability of underwritten risks
Prepare reports for management review
Market products and services through agencies and the brokerage community
Make field visits and develop and maintain agency and broker relationships
Provide guidance to other underwriters and functional areas, especially on cross-sell opportunities
Monitor state and territory issues, regulations, industry activity, and trends
Use advanced functionality in relevant CNA systems for day-to-day activities
Work with senior underwriters or management on risks exceeding authority or requiring special handling

Requirements

What you’ll need

Bachelor's degree or equivalent experience
Typically, eight years’ underwriting experience
Advanced knowledge of underwriting and insurance industry theories and practices
High level of technical expertise and product-specific knowledge
Strong interpersonal, communication and negotiation skills
Ability to work independently
Strong analytical and problem-solving skills
Ability to exercise independent judgment and make critical business decisions effectively
Knowledge of Microsoft Office Suite and other business-related software
Demonstrated leadership skills
Professional designations preferred
Typically, 3–10+ years of related experience depending on the Underwriter position

Benefits

Comp & perks

Comprehensive and competitive benefits package
Benefits supporting physical, financial, emotional and social wellbeing goals
Reasonable accommodations for qualified individuals with disabilities in the recruitment process