Underwriter

JOB DESCRIPTION

Currently, Chubb is seeking a Financial Lines Underwriter for our Walnut Creek (formerly San Ramon) Branch.

The ideal Underwriter will have experience handling specialty products for private companies and non-profit organizations and must be willing to work from the Walnut Creek Branch Office.

Key Responsibilities:

The Walnut Creek Branch boasts a large agency network which allows for significant concentration on growth of our Forefront business, as well as other areas.

The Branch territory is expansive including reach from the Bay Area (North, East, and South), Sacramento, Fresno, and Reno.

The role will include a renewal book of $2.5 million.

In addition, the role is responsible for generating new business each year.

The successful candidate will leverage our Online Portal, collaborate with New Business Underwriters, and apply their own underwriting expertise to drive new business initiatives.

Additionally, the candidate will work closely with Renewal Underwriters to manage agency relationships and enhance the customer experience.

A strong commitment to fulfilling obligations to agency partners and fostering quality relationships with agents and producers is essential.

The candidate should possess a collaborative spirit and a desire to create mutually beneficial outcomes.

Effective communication and the ability to cultivate positive relationships across multiple business units and organizational levels are crucial.

Major Job Functions:


* Utilize appropriate tools to underwrite new and renewal business within areas of product, customer, and industry expertise.

Conduct in-depth risk analyses and develop optimal program structures while managing less complex flow business.


* Maintain underwriting quality standards, including thorough documentation related to final underwriting decisions.


* Act as the primary contact for managing the Private & Not-for-Profit Financial Line presence in the assigned territory with an assigned set of agents, ensuring high visibility through proactive renewal communication, coverage features, and site visits.


* Collaborate with the Renewal Center, Marketing Managers, and Branch Managers on new business and retention opportunities.


* Participate in projects with Strategic Marketing and other Home Office personnel to drive field business.


* Support and collaborate on Branch distribution management activities.

As part of the Branch agency planning process, analyze the agency's NAFL book of business and work with the Branch NAFL Manager to establish new business goals.


* Educate agents on products, services, automation, and underwriting standards, as well as sales and marketing techniques.

Participate in agent education events, including CE courses and product fairs within areas of underwriting expertise.


* Inform management of coverage and product opportunities or weaknesses that may impact growth potential; gather relevant competitive information to assist in...