Senior UW Specialist – Financial Institutions

The Hanover Insurance Group

. Identify, solicit, underwrite, and sell new and renewal Specialty accounts .

Posted 9/15/2026full-timeRemote • California • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in underwriting Financial Institutions, focusing on asset managers and investment management firms, while driving profitable growth through effective agency relationships and portfolio management. Capable of analyzing complex risks and trends, implementing business plans, and fostering collaboration across diverse teams.

Highest-signal resume keywords

Underwriting Financial InstitutionsAgency Relationship ManagementPortfolio ManagementRisk AnalysisBusiness Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Advanced UnderwritingSales ExpertiseAnalytical SkillsRisk SelectionLoss AnalysisPricing MethodologyCAT GuidelinesExposure AnalysisCoverage KnowledgeFinancial Data Analysis

Soft Skills

Confident CommunicationProblem SolvingInfluence and AdvocacyCollaborationMentoring

Industry Keywords

Specialty AccountsAsset ManagersRegistered Investment AdvisersPrivate Fund ManagersInvestment Management FirmsLines of BusinessProfitability GoalsRetention StrategiesBusiness PlansCross-Sell 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
Apply advanced underwriting, sales, analytical, risk selection, exposure, hazard, coverage, and loss-analysis expertise
Analyze pricing components, rating methodology, exposure, financial, and competitive data
Apply CAT guidelines and aggregation strategies
Explain coverage, exposures, and controls to agents
Manage an assigned portfolio and achieve premium, profitability, rate, retention, industry, LOB mix, new business, and portfolio goals
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 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, stewardship activities, and account retention
Implement territory business plans and maintain a pipeline for profitable growth
Train agents and transfer product knowledge
Present products to agents and customers and uncover needs, position solutions, handle objections, and close deals
Travel regularly throughout the assigned territory for agency partnerships, business development, meetings, and industry events
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
High proficiency across Lines of Business 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 capability, knowledge sharing, and mentoring of less experienced or newly hired underwriters
Confident communication and influence with internal and external business partners
Sound judgment, negotiation, and business decision-making within authority
Ability to foster collaboration and work with diverse teams

Benefits

Comp & perks

Remote or hybrid work flexibility
Full-time exempt role