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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in underwriting Financial Institutions, focusing on asset managers and investment management firms, while effectively managing complex portfolios and driving profitable growth through strategic agency relationships. Proficient in risk analysis, pricing methodologies, and providing tailored insurance solutions.
Highest-signal resume keywords
Underwriting Financial InstitutionsAgency Relationship ManagementRisk Analysis and Pricing MethodologiesPortfolio ManagementSales Presentation Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Risk SelectionExposure and Hazard IdentificationCoverage AnalysisLoss AnalysisPricingRating MethodologyCAT Aggregation StrategiesLOB Underwriting Core CompetenciesProblem SolvingProject Management
Soft Skills
Confident CommunicationInformal LeadershipCollaborationAdaptabilityNegotiation
Industry Keywords
Specialty AccountsFinancial InstitutionsAsset ManagersRegistered Investment AdvisersPrivate Fund ManagersInvestment Management FirmsProfit Improvement InitiativesCustomer StewardshipBusiness PlansSales Opportunities
About the role
Key responsibilities & impact- Identify, solicit, underwrite, and sell new and renewal Specialty accounts
- Drive profitable growth aligned with industry segments, appetite, and mix goals
- Provide insurance solutions using advanced technical, sales, and analytical skills
- Manage an assigned, technically complex book of business within broad underwriting authority
- Apply risk selection, exposure and hazard identification, coverage analysis, loss analysis, pricing, rating methodology, and CAT aggregation strategies
- Explain coverages, exposures, and controls to agents
- Manage portfolio goals including premium, profitability, rate, retention, industry and line-of-business mix, new business, and portfolio management
- Build profitable relationships with agencies, internal management, and external resources
- Construct and execute portfolio business plans and special projects
- Review metrics, identify trends, and uncover new business opportunities
- Drive profit improvement initiatives with key agents
- Coordinate with Specialty departments on cross-sell opportunities
- Identify enhanced sales opportunities across lines of business and customer segments
- Manage producer relationships, negotiations, customer stewardship, and territory business plans
- Provide training and product knowledge transfer to agents
- Make regular sales presentations to agents and customers
- Uncover customer needs, position solutions, handle objections, and close deals
- Report to the Leader of the Financial Institutions practice
Requirements
What you’ll need- Bachelor’s Degree or equivalent experience
- 5-7 years underwriting Financial Institutions with a focus on asset managers, including registered investment advisers (RIAs), private fund managers, and other investment management firms
- 5-7+ years’ experience driving agency relationships resulting in profitable new and renewal business
- Proficiency across LOB underwriting core competencies; may specialize/certify in 1-2 specialty areas
- Ability to identify, analyze, and solve problems and manage and prioritize multiple concurrent projects
- Ability to collaborate on complex risks, pricing, trends, industry segments, coverages, and product knowledge
- Ability to adapt quickly to change, exercise influence, and advocate for change
- Informal leadership ability and willingness to share knowledge and mentor less experienced or newly hired underwriters
- Confident communication with internal and external business partners
- Ability to exercise judgment, negotiate, and make sound business decisions within level of authority
- Ability to foster collaboration and respect among team members
- Equivalent experience may substitute for the Bachelor’s Degree
Benefits
Comp & perks- Remote or hybrid work flexibility
- Regular travel throughout the assigned territory
- Inclusive culture
- Full-time exempt role
