Zurich Insurance Company Ltd.
San Francisco, California
Zurich is currently seeking an experienced Life Sciences Underwriter to join the Middle Market team in San Francisco! While this position will be based out of our San Francisco office, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers and be in the office on a regular schedule. Middle Markets is a key business segment within Zurich North America, and we are focused on attracting top customer advocates who possess a sales mindset, strong technical underwriting skills and solution focused problem-solving abilities. Zurich Middle Markets offers end to end solutions for our customers, inclusive of international programs. In this role you will handle complex new and renewal Middle Markets business and serve as a Subject Matter Expert for Middle Markets Life Science. As a member of Zurich's Life Sciences Underwriting Team, you will enjoy the opportunity to fully apply and hone your underwriting and marketing skills while building relationships with our Preferred Distribution Partners within the region and grow your long-term career. This is an exciting time to join Middle Markets at Zurich! This role will be filled at either the Senior or AVP level. The hiring manager will determine the appropriate level based upon the selected applicant's experience and skillset relative to the qualifications listed for this position. Responsibilities include: Serving as a Life Science industry practice advocate with a focus on improving the customer experience by understanding their risk and offering the best end to end solution for their insurance needs. Using a disciplined approach to exposure evaluation, risk assessment and pricing Using risk insights, data and models to drive informed decisions at point of sale Assisting in the refinement of underwriting guidelines for life science exposures Identifying gaps in customer's programs and aligning Zurich's products and value proposition to offer a solution that provides the contract certainty the customer needs Demonstrating strong analytical skills and executing as an innovative advisor Underwriting, analyzing and generating new and renewal business for Life Science risks Demonstrating strong coverage analysis skills and understanding and ability to communicate life science defenses and exposure analysis for product liability Market facing and production within the growing Middle Markets division Collaborating with multiple groups within Zurich to build knowledge and understanding of life science exposures, controls, market requirements, and opportunities 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 Senior Life Sciences Underwriter Qualifications: High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area OR High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND Knowledge of Microsoft Office Experience working on time restraints for quotes on new and renewal business Experience working in a team environment OR AVP, Life Sciences Underwriter Qualifications: High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area. OR High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area AND Experience with Microsoft Office Preferred Qualifications: In-depth experience underwriting Life Science product liability on a primary and excess basis In-depth experience underwriting Life Science property Existing broker relationships in the region Strong negotiation skills Strong verbal and written communication skills Strong relationship building, active listening, needs analysis, and win-win negotiating skills. Demonstrates presentation skills and a solutions and service orientation Knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines Surplus Lines license for CA would be a plus Bachelor's Degree Compensation for roles at Zurich varies depending on a wide array of factors including but not limited to the specific office location, role, skill set, and level of experience. As required by local law, Zurich provides in good faith a reasonable range of compensation for roles. For additional information about our Total Rewards, Click here . Other rewards may include short term incentive bonuses and merit increases. Candidates with salary expectations outside of the range are encouraged to apply, and will be considered based on experience, skill, and education. The salary provided is a nationwide market range and has not been adjusted for the applicable geographic differential associated with the location where the position may be filled. The combined salary range for this position is $115,000.00 - $205,000.00. The starting salary range for the Senior Life Sciences Underwriter is $115,000.00 - $165,000.00 and for the AVP, Life Sciences Underwriter is $150,000.00 - $205,000.00. As an insurance company, Zurich is subject to 18 U.S. Code 1033. As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( ). A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - San Francisco Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag:
12/05/2024
Full time
Zurich is currently seeking an experienced Life Sciences Underwriter to join the Middle Market team in San Francisco! While this position will be based out of our San Francisco office, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers and be in the office on a regular schedule. Middle Markets is a key business segment within Zurich North America, and we are focused on attracting top customer advocates who possess a sales mindset, strong technical underwriting skills and solution focused problem-solving abilities. Zurich Middle Markets offers end to end solutions for our customers, inclusive of international programs. In this role you will handle complex new and renewal Middle Markets business and serve as a Subject Matter Expert for Middle Markets Life Science. As a member of Zurich's Life Sciences Underwriting Team, you will enjoy the opportunity to fully apply and hone your underwriting and marketing skills while building relationships with our Preferred Distribution Partners within the region and grow your long-term career. This is an exciting time to join Middle Markets at Zurich! This role will be filled at either the Senior or AVP level. The hiring manager will determine the appropriate level based upon the selected applicant's experience and skillset relative to the qualifications listed for this position. Responsibilities include: Serving as a Life Science industry practice advocate with a focus on improving the customer experience by understanding their risk and offering the best end to end solution for their insurance needs. Using a disciplined approach to exposure evaluation, risk assessment and pricing Using risk insights, data and models to drive informed decisions at point of sale Assisting in the refinement of underwriting guidelines for life science exposures Identifying gaps in customer's programs and aligning Zurich's products and value proposition to offer a solution that provides the contract certainty the customer needs Demonstrating strong analytical skills and executing as an innovative advisor Underwriting, analyzing and generating new and renewal business for Life Science risks Demonstrating strong coverage analysis skills and understanding and ability to communicate life science defenses and exposure analysis for product liability Market facing and production within the growing Middle Markets division Collaborating with multiple groups within Zurich to build knowledge and understanding of life science exposures, controls, market requirements, and opportunities 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 Senior Life Sciences Underwriter Qualifications: High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area OR High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND Knowledge of Microsoft Office Experience working on time restraints for quotes on new and renewal business Experience working in a team environment OR AVP, Life Sciences Underwriter Qualifications: High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area. OR High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area AND Experience with Microsoft Office Preferred Qualifications: In-depth experience underwriting Life Science product liability on a primary and excess basis In-depth experience underwriting Life Science property Existing broker relationships in the region Strong negotiation skills Strong verbal and written communication skills Strong relationship building, active listening, needs analysis, and win-win negotiating skills. Demonstrates presentation skills and a solutions and service orientation Knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines Surplus Lines license for CA would be a plus Bachelor's Degree Compensation for roles at Zurich varies depending on a wide array of factors including but not limited to the specific office location, role, skill set, and level of experience. As required by local law, Zurich provides in good faith a reasonable range of compensation for roles. For additional information about our Total Rewards, Click here . Other rewards may include short term incentive bonuses and merit increases. Candidates with salary expectations outside of the range are encouraged to apply, and will be considered based on experience, skill, and education. The salary provided is a nationwide market range and has not been adjusted for the applicable geographic differential associated with the location where the position may be filled. The combined salary range for this position is $115,000.00 - $205,000.00. The starting salary range for the Senior Life Sciences Underwriter is $115,000.00 - $165,000.00 and for the AVP, Life Sciences Underwriter is $150,000.00 - $205,000.00. As an insurance company, Zurich is subject to 18 U.S. Code 1033. As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( ). A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - San Francisco Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag:
Zurich is seeking a highly experienced and motivated Senior or AVP Private/Non-Profit Management Liability Underwriter to join our Mid-Atlantic team out of our Richmond, VA territory office. In this role, you will be responsible for underwriting and managing a portfolio of management liability risks for private and non-profit organizations specifically focusing on Directors and Officers (D&O) Liability, Employment Practices Liability (EPL), Fiduciary Liability, and Crime insurance. You will handle insureds ranging from small, and middle market businesses to large, complex Fortune 500 organizations. You will work closely with brokers, clients, and internal stakeholders to deliver tailored insurance solutions that meet our clients' needs. This role will be filled at either the Senior or AVP Level. The hiring manager will determine the appropriate level based upon the selected applicant's experience and skill set relative to the qualifications listed for this position. Key Responsibilities: Underwrite and manage a portfolio of management liability risks for private and non-profit businesses. Assess and analyze risk information to make informed underwriting decisions. Develop and maintain strong relationships with brokers, clients, and internal stakeholders. Actively pursue new business opportunities and work to expand Zurich's portfolio. Provide technical expertise and guidance to junior underwriters and other team members. Collaborate with the claims and legal teams to ensure effective handling of claims and policy interpretation. Stay current with industry trends, regulatory changes, and market developments. Contribute to the development and implementation of underwriting strategies and initiatives. Participate in client meetings, presentations, and negotiations to secure new business and retain existing accounts. Basic Qualifications: Private/Non-Profit Management Liability Underwriter (Senior): High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area. OR High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND Knowledge of Microsoft Office Experience working on time restraints for quotes on new and renewal business Experience working in a team environment OR Private/Non-Profit Management Liability Underwriter (AVP) High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area. OR High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area AND Experience with Microsoft Office Preferred Qualifications: Bachelors Degree Advanced knowledge and practice of line/s of business Strong knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines Ability to effectively assess risk Ability to work in a team-based environment Knowledge of time restraints for quotes on new and renewal business Strong presentation skills As an insurance company, Zurich is subject to 18 U.S. Code 1033. As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( ). A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Virginia Virtual Office Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag:
12/05/2024
Full time
Zurich is seeking a highly experienced and motivated Senior or AVP Private/Non-Profit Management Liability Underwriter to join our Mid-Atlantic team out of our Richmond, VA territory office. In this role, you will be responsible for underwriting and managing a portfolio of management liability risks for private and non-profit organizations specifically focusing on Directors and Officers (D&O) Liability, Employment Practices Liability (EPL), Fiduciary Liability, and Crime insurance. You will handle insureds ranging from small, and middle market businesses to large, complex Fortune 500 organizations. You will work closely with brokers, clients, and internal stakeholders to deliver tailored insurance solutions that meet our clients' needs. This role will be filled at either the Senior or AVP Level. The hiring manager will determine the appropriate level based upon the selected applicant's experience and skill set relative to the qualifications listed for this position. Key Responsibilities: Underwrite and manage a portfolio of management liability risks for private and non-profit businesses. Assess and analyze risk information to make informed underwriting decisions. Develop and maintain strong relationships with brokers, clients, and internal stakeholders. Actively pursue new business opportunities and work to expand Zurich's portfolio. Provide technical expertise and guidance to junior underwriters and other team members. Collaborate with the claims and legal teams to ensure effective handling of claims and policy interpretation. Stay current with industry trends, regulatory changes, and market developments. Contribute to the development and implementation of underwriting strategies and initiatives. Participate in client meetings, presentations, and negotiations to secure new business and retain existing accounts. Basic Qualifications: Private/Non-Profit Management Liability Underwriter (Senior): High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area. OR High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND Knowledge of Microsoft Office Experience working on time restraints for quotes on new and renewal business Experience working in a team environment OR Private/Non-Profit Management Liability Underwriter (AVP) High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area. OR High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area AND Experience with Microsoft Office Preferred Qualifications: Bachelors Degree Advanced knowledge and practice of line/s of business Strong knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines Ability to effectively assess risk Ability to work in a team-based environment Knowledge of time restraints for quotes on new and renewal business Strong presentation skills As an insurance company, Zurich is subject to 18 U.S. Code 1033. As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( ). A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Virginia Virtual Office Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag:
Zurich Insurance Company Ltd.
Washington, Washington DC
Zurich is seeking a highly experienced and motivated Senior or AVP Private/Non-Profit Management Liability Underwriter to join our Mid-Atlantic team out of our DC office. In this role, you will be responsible for underwriting and managing a portfolio of management liability risks for private and non-profit organizations specifically focusing on Directors and Officers (D&O) Liability, Employment Practices Liability (EPL), Fiduciary Liability, and Crime insurance. You will handle insureds ranging from small, and middle market businesses to large, complex Fortune 500 organizations. You will work closely with brokers, clients, and internal stakeholders to deliver tailored insurance solutions that meet our clients' needs. This role will be filled at either the Senior or AVP Level. The hiring manager will determine the appropriate level based upon the selected applicant's experience and skill set relative to the qualifications listed for this position. Key Responsibilities: Underwrite and manage a portfolio of management liability risks for private and non-profit businesses. Assess and analyze risk information to make informed underwriting decisions. Develop and maintain strong relationships with brokers, clients, and internal stakeholders. Actively pursue new business opportunities and work to expand Zurich's portfolio. Provide technical expertise and guidance to junior underwriters and other team members. Collaborate with the claims and legal teams to ensure effective handling of claims and policy interpretation. Stay current with industry trends, regulatory changes, and market developments. Contribute to the development and implementation of underwriting strategies and initiatives. Participate in client meetings, presentations, and negotiations to secure new business and retain existing accounts. Basic Qualifications: Private/Non-Profit Management Liability Underwriter (Senior): High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area. OR High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND Knowledge of Microsoft Office Experience working on time restraints for quotes on new and renewal business Experience working in a team environment OR Private/Non-Profit Management Liability Underwriter (AVP) High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area. OR High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area AND Experience with Microsoft Office Preferred Qualifications: Bachelors Degree Advanced knowledge and practice of line/s of business Strong knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines Ability to effectively assess risk Ability to work in a team-based environment Knowledge of time restraints for quotes on new and renewal business Strong presentation skills As an insurance company, Zurich is subject to 18 U.S. Code 1033. As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( ). A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Washington DC Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag:
12/05/2024
Full time
Zurich is seeking a highly experienced and motivated Senior or AVP Private/Non-Profit Management Liability Underwriter to join our Mid-Atlantic team out of our DC office. In this role, you will be responsible for underwriting and managing a portfolio of management liability risks for private and non-profit organizations specifically focusing on Directors and Officers (D&O) Liability, Employment Practices Liability (EPL), Fiduciary Liability, and Crime insurance. You will handle insureds ranging from small, and middle market businesses to large, complex Fortune 500 organizations. You will work closely with brokers, clients, and internal stakeholders to deliver tailored insurance solutions that meet our clients' needs. This role will be filled at either the Senior or AVP Level. The hiring manager will determine the appropriate level based upon the selected applicant's experience and skill set relative to the qualifications listed for this position. Key Responsibilities: Underwrite and manage a portfolio of management liability risks for private and non-profit businesses. Assess and analyze risk information to make informed underwriting decisions. Develop and maintain strong relationships with brokers, clients, and internal stakeholders. Actively pursue new business opportunities and work to expand Zurich's portfolio. Provide technical expertise and guidance to junior underwriters and other team members. Collaborate with the claims and legal teams to ensure effective handling of claims and policy interpretation. Stay current with industry trends, regulatory changes, and market developments. Contribute to the development and implementation of underwriting strategies and initiatives. Participate in client meetings, presentations, and negotiations to secure new business and retain existing accounts. Basic Qualifications: Private/Non-Profit Management Liability Underwriter (Senior): High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area. OR High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND Knowledge of Microsoft Office Experience working on time restraints for quotes on new and renewal business Experience working in a team environment OR Private/Non-Profit Management Liability Underwriter (AVP) High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area. OR High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area AND Experience with Microsoft Office Preferred Qualifications: Bachelors Degree Advanced knowledge and practice of line/s of business Strong knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines Ability to effectively assess risk Ability to work in a team-based environment Knowledge of time restraints for quotes on new and renewal business Strong presentation skills As an insurance company, Zurich is subject to 18 U.S. Code 1033. As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( ). A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Washington DC Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag:
Zurich Insurance Company Ltd.
Shawnee Mission, Kansas
Zurich is currently looking for an experienced AVP Middle Markets Underwriter for our team in Overland Park! As a member of Zurich's Underwriting Team, you will enjoy the opportunity to fully apply and hone your underwriting and marketing skills. Specifically, you will underwrite and analyze new and renewal middle market, property and casualty accounts. In this role you will handle complex business across a wide variety of business segments. This is a market facing position and you will be expected to visible in the marketplace 20% of the time. Our AVP Middle Markets Underwriter is responsible for: Underwriting, analyzing and generating new and renewal business Market facing and production within the Middle Markets division Administering and monitoring underwriting rules and guidelines, insurance laws and regulations and rating manual rules Developing and maintaining agency and broker relationships in the Midwest working within broad limits and authorities on highly complex assignments Basic Qualifications: High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area. OR High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area AND Experience with Microsoft Office Preferred Qualifications: Bachelors Degree Advanced knowledge and practice of line/s of business Strong knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines Ability to effectively assess risk Ability to work in a team-based environment Knowledge of time restraints for quotes on new and renewal business Strong presentation skills As an insurance company, Zurich is subject to 18 U.S. Code 1033. As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( ). A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Overland Park Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag:
12/05/2024
Full time
Zurich is currently looking for an experienced AVP Middle Markets Underwriter for our team in Overland Park! As a member of Zurich's Underwriting Team, you will enjoy the opportunity to fully apply and hone your underwriting and marketing skills. Specifically, you will underwrite and analyze new and renewal middle market, property and casualty accounts. In this role you will handle complex business across a wide variety of business segments. This is a market facing position and you will be expected to visible in the marketplace 20% of the time. Our AVP Middle Markets Underwriter is responsible for: Underwriting, analyzing and generating new and renewal business Market facing and production within the Middle Markets division Administering and monitoring underwriting rules and guidelines, insurance laws and regulations and rating manual rules Developing and maintaining agency and broker relationships in the Midwest working within broad limits and authorities on highly complex assignments Basic Qualifications: High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area. OR High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area AND Experience with Microsoft Office Preferred Qualifications: Bachelors Degree Advanced knowledge and practice of line/s of business Strong knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines Ability to effectively assess risk Ability to work in a team-based environment Knowledge of time restraints for quotes on new and renewal business Strong presentation skills As an insurance company, Zurich is subject to 18 U.S. Code 1033. As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( ). A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Overland Park Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag:
Kalepa Insurance Services, LLC
San Francisco, California
Invest in your career with an industry you can bank on Insurance! We are currently looking for an experienced Management Liability Underwriter Public Company to work out of our Los Angeles, San Francisco, or Denver offices. Your bright ideas and determination will help us drive positive impact with our customers, communities, and each other. Our global footprint and 148 years of experience enable you to develop your skills and put your problem-solving expertise to use while having the opportunity to work with a wide range of Fortune 500 companies. To bring leading talent into the organization and foster a culture of innovation and excellence, we encourage professionals from a wide range of backgrounds and industries to apply and: Join a global company that gives you empowerment over your own activities and decisions. Use your financial/credit/accounting acumen along with your analytical and customer focus to support our team. Have the autonomy and freedom to be successful in your career. Experience a customized training program dedicated to those new joiners outside of the insurance industry. Our Management Liability Underwriters for Public Companies are responsible for: Generating, underwriting, and analyzing Management Liability Risk business for Public Companies. Market facing and production activities. Complying with 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 complex assignments. West Region's Public Company D&O portfolio. This role will be filled at either the Senior Level or AVP Level. The hiring manager will determine the appropriate level based upon the selected applicant's experience and skill set relative to the qualifications listed for this position. Basic Qualifications: Senior-Management Liability Underwriter Public Company: High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area. High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area. Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area. Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area. Experience with Microsoft Office. OR AVP-Management Liability Underwriter Public Company: High School Diploma or Equivalent and 7 or more years of experience in the Underwriting, Brokerage, Market Facing area, Accounting, Banking, Risk Management. High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area. Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting, Market Facing area, Accounting, Banking, or Risk Management. Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area. Knowledge of line/s of business and the legal and regulatory guidelines. Knowledge of time restraints for quotes on new and renewal business. Experience with Microsoft Office. Preferred Qualifications: Bachelor's Degree. Technical knowledge of D&O, EPL, Fiduciary Liability, Crime, and Transactional lines of coverage. Experience working with large international companies that are publicly traded. Established broker relationships across California but also other Western states. Sales execution mindset. Creative problem-solving skills. Strong verbal and written communication skills. Compensation for roles at Zurich varies depending on a wide array of factors including but not limited to the specific office location, role, skill set, and level of experience. As required by local law, Zurich provides in good faith a reasonable range of compensation for roles. For additional information about our Total Rewards, click here . Other rewards may include short-term incentive bonuses and merit increases. Candidates with salary expectations outside of the range are encouraged to apply and will be considered based on experience, skill, and education. The salary provided is a nationwide market range and has not been adjusted for the applicable geographic differential associated with the location where the position may be filled. The combined salary range for this position is $115,000.00 - $205,000.00. The starting salary range for the Senior-Management Liability Underwriter Public Company is $115,000.00 - $165,000.00 and for the AVP-Management Liability Underwriter Public Company is $150,000.00 - $205,000.00. As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( ). Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences, and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities and foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers, and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status, or any other legally protected status. EOE disability/vet. Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - San Francisco, AM - Denver, AM - Los Angeles Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag:
11/30/2024
Full time
Invest in your career with an industry you can bank on Insurance! We are currently looking for an experienced Management Liability Underwriter Public Company to work out of our Los Angeles, San Francisco, or Denver offices. Your bright ideas and determination will help us drive positive impact with our customers, communities, and each other. Our global footprint and 148 years of experience enable you to develop your skills and put your problem-solving expertise to use while having the opportunity to work with a wide range of Fortune 500 companies. To bring leading talent into the organization and foster a culture of innovation and excellence, we encourage professionals from a wide range of backgrounds and industries to apply and: Join a global company that gives you empowerment over your own activities and decisions. Use your financial/credit/accounting acumen along with your analytical and customer focus to support our team. Have the autonomy and freedom to be successful in your career. Experience a customized training program dedicated to those new joiners outside of the insurance industry. Our Management Liability Underwriters for Public Companies are responsible for: Generating, underwriting, and analyzing Management Liability Risk business for Public Companies. Market facing and production activities. Complying with 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 complex assignments. West Region's Public Company D&O portfolio. This role will be filled at either the Senior Level or AVP Level. The hiring manager will determine the appropriate level based upon the selected applicant's experience and skill set relative to the qualifications listed for this position. Basic Qualifications: Senior-Management Liability Underwriter Public Company: High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area. High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area. Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area. Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area. Experience with Microsoft Office. OR AVP-Management Liability Underwriter Public Company: High School Diploma or Equivalent and 7 or more years of experience in the Underwriting, Brokerage, Market Facing area, Accounting, Banking, Risk Management. High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area. Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting, Market Facing area, Accounting, Banking, or Risk Management. Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area. Knowledge of line/s of business and the legal and regulatory guidelines. Knowledge of time restraints for quotes on new and renewal business. Experience with Microsoft Office. Preferred Qualifications: Bachelor's Degree. Technical knowledge of D&O, EPL, Fiduciary Liability, Crime, and Transactional lines of coverage. Experience working with large international companies that are publicly traded. Established broker relationships across California but also other Western states. Sales execution mindset. Creative problem-solving skills. Strong verbal and written communication skills. Compensation for roles at Zurich varies depending on a wide array of factors including but not limited to the specific office location, role, skill set, and level of experience. As required by local law, Zurich provides in good faith a reasonable range of compensation for roles. For additional information about our Total Rewards, click here . Other rewards may include short-term incentive bonuses and merit increases. Candidates with salary expectations outside of the range are encouraged to apply and will be considered based on experience, skill, and education. The salary provided is a nationwide market range and has not been adjusted for the applicable geographic differential associated with the location where the position may be filled. The combined salary range for this position is $115,000.00 - $205,000.00. The starting salary range for the Senior-Management Liability Underwriter Public Company is $115,000.00 - $165,000.00 and for the AVP-Management Liability Underwriter Public Company is $150,000.00 - $205,000.00. As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( ). Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences, and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities and foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers, and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status, or any other legally protected status. EOE disability/vet. Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - San Francisco, AM - Denver, AM - Los Angeles Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag:
The Travelers Companies, Inc.
Walnut Creek, California
Company Summary Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Target Openings 1 Job Description Summary Reports to AVP, Risk Control Under broad oversight, attracts, recruits, coaches, trains, develops and retains top Risk Control talent. Manages work assignments for staff in assigned territory, completes performance reviews with input from AVP, guides staff on skill development, and acts as Risk Control liaison to local business partners. Manages relationships with business partners, including, underwriting, claim and other risk control disciplines. Supports the acquisition, retention and profitability of our business through engagement with agents/brokers and customers. Implements strategies aligned with business unit objectives to grow a profitable book of business. Monitors expenses and provides input on compensation, bonuses, and budgetary matters. Primary Job Duties & Responsibilities Manages Risk Control staff in territory ensuring the appropriate technical resource is assigned and efficiently deployed. Completes ongoing performance feedback and gives honest, constructive and timely feedback to staff. Produces all interim and year-end formal reviews. Works with staff to develop and monitor individual development plans Manages quality through co-surveys and survey/file reviews with staff as required by our formal Quality Assurance (QA) process. Maintain timely, frequent and relevant communications with direct manager (AVP) and business partner leadership. Effectively manages local strategies and objectives to maintain optimal relationships with brokers and agencies. Coordinates training for local staff in conjunction with regional initiatives, business partner plans, emerging issues and market changes Attends and participates as appropriate in regional and local office business meetings Collaborates with business partners to ensure Risk Control products and resources are leveraged. May conduct risk control assessments or marketing presentations at client locations as needed in support of our business. Maintain current knowledge of regulatory environment and emerging safety issues Minimum Qualifications Undergraduate degree preferably in the areas of science, occupational safety and health, engineering or risk management required and 8+ years Risk Control or related experience required OR 12+ years Risk Control or related experience required. Valid Driver's License required. Proven ability to strategically plan while maximizing performance in the short term required. Risk Control experience within the P&C industry required. Demonstrated technical aptitude required. Superior Communication skills required. Ability to establish credibility quickly required. Education, Work Experience, & Knowledge Graduate degree in a related field preferred 3+ years management experience preferred Licensing or Certificates Recognized related professional designations (such as ASP, CSP, ARM, etc.) Job Specific Technical Skills & Competencies Demonstrated successful management experience leading both on site and remote employees. Experience in leading large, diverse groups including leading other leaders. Travel Requirements: Travel Frequently. Travelers offers a hybrid work location model that is designed to support flexibility. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. Experience : 0
09/25/2021
Full time
Company Summary Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Target Openings 1 Job Description Summary Reports to AVP, Risk Control Under broad oversight, attracts, recruits, coaches, trains, develops and retains top Risk Control talent. Manages work assignments for staff in assigned territory, completes performance reviews with input from AVP, guides staff on skill development, and acts as Risk Control liaison to local business partners. Manages relationships with business partners, including, underwriting, claim and other risk control disciplines. Supports the acquisition, retention and profitability of our business through engagement with agents/brokers and customers. Implements strategies aligned with business unit objectives to grow a profitable book of business. Monitors expenses and provides input on compensation, bonuses, and budgetary matters. Primary Job Duties & Responsibilities Manages Risk Control staff in territory ensuring the appropriate technical resource is assigned and efficiently deployed. Completes ongoing performance feedback and gives honest, constructive and timely feedback to staff. Produces all interim and year-end formal reviews. Works with staff to develop and monitor individual development plans Manages quality through co-surveys and survey/file reviews with staff as required by our formal Quality Assurance (QA) process. Maintain timely, frequent and relevant communications with direct manager (AVP) and business partner leadership. Effectively manages local strategies and objectives to maintain optimal relationships with brokers and agencies. Coordinates training for local staff in conjunction with regional initiatives, business partner plans, emerging issues and market changes Attends and participates as appropriate in regional and local office business meetings Collaborates with business partners to ensure Risk Control products and resources are leveraged. May conduct risk control assessments or marketing presentations at client locations as needed in support of our business. Maintain current knowledge of regulatory environment and emerging safety issues Minimum Qualifications Undergraduate degree preferably in the areas of science, occupational safety and health, engineering or risk management required and 8+ years Risk Control or related experience required OR 12+ years Risk Control or related experience required. Valid Driver's License required. Proven ability to strategically plan while maximizing performance in the short term required. Risk Control experience within the P&C industry required. Demonstrated technical aptitude required. Superior Communication skills required. Ability to establish credibility quickly required. Education, Work Experience, & Knowledge Graduate degree in a related field preferred 3+ years management experience preferred Licensing or Certificates Recognized related professional designations (such as ASP, CSP, ARM, etc.) Job Specific Technical Skills & Competencies Demonstrated successful management experience leading both on site and remote employees. Experience in leading large, diverse groups including leading other leaders. Travel Requirements: Travel Frequently. Travelers offers a hybrid work location model that is designed to support flexibility. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. Experience : 0
The Travelers Companies, Inc.
Hartford, Connecticut
Company Summary Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Target Openings 1 Job Description Summary Reporting to the VP of Business Process Effectiveness Underwriting, Responsible for leading business process standardization, optimization, and practice of continuous improvement for Middle Market, National Property, and Business Insurance Field Underwriting in support of short and long-term business strategies. This role would own all business and technology processes as they relate to Middle Market, National Property, and Business Insurance Field Underwriting; managing and directing process improvements to strengthen operational efficiency and effectiveness. The role is accountable for enabling growth and profitability targets through optimization efforts. Other responsibilities includes identification of strategic investments, continuous improvement monitoring, and benefit realization tracking. Primary Job Duties & Responsibilities Strategic Leadership: Strategic thinker with an innate ability to balance thought leadership with strong execution orientation. Provide expert level individual technical consulting, generate new ideas, influence senior management of their value, and assist in their implementation to achieve recommended benefits. Lead Process Optimization & Managing Partner Relationships: Enable business model transformation; responsible for defining the interim and future state process Drive and participate in long and short-term business strategies Align with functional partners to develop and implement service strategies, policies and best practices to ensure appropriate customer and agent /broker experience (e.g., broker consolidation work, premium audit expectation types) Lead migration of work to the ideal organization model Partner with Business Unit leadership to identify business resources to support the optimization initiatives Collaborates with the Strategic Planning & Execution process reengineering team to drive the discovery, planning, identification of solutions and objectives for the targeted business units and specialty practices Partner with business subject matter experts to optimize processes Lead optimization impact assessment; working with the team in identify problems, gather data and complete data analysis to determine the magnitude of the issue. Partner with UW Effectiveness business support team to define process/procedures updates, communication and training needs Drive the implementation of optimized processes and monitor change adoption/ decisions/activities Assists the line of business to escalate and resolve project blockers Coach team members on areas of development to increase their knowledge and work performance. Strategic Investments/Benefit Realization: Lead the roadmap development, prioritization and governance. In partnership with Strategic Planning & Execution, drive initiation, planning, approval process and execution of new or existing projects and initiatives. Align investments/enhancements to process effectiveness for Middle Market and National Property owned systems Partner with leaders to manage and direct the effective implementation of new technologies, utilization of existing systems and benefit realization across multiple years. Partnering across the organization and enterprise to ensure strategic initiatives are embraced and executed appropriately and fully support the strategic vision. Track and monitor field execution for the line or industry; works with field leadership to establish and adjust execution strategies on an ongoing basis Evaluate the investment outcomes to ensure they deliver on the expected benefits and make recommendations to the multi-year plan Continuous Improvements and Knowledge Management: Monitor and manage continuous improvement and adjust workflow documentation to ensure we standardize, simplify and streamline Leverage feedback loops to understand identify/resolve issues/problems and meet with leaders to share and resolve Leverage data and analytics in support of organizational performance and continuous improvement Ensure the Practices/Segments are capturing, developing, sharing and effectively using organizational knowledge in partnership with BI UW, training and communications. Ensure information is easily accessible (e.g., portal/sharepoint site management) Coaches and mentors business areas in process optimization and design methodologies and tools. Management/People Leadership: Provide direction and guidance to all program staff for assigned units and programs. Coach team members on areas of development to increase their knowledge and work performance. Minimum Qualifications 7 years of experience in business process or Commercial Lines required. 1 year of people leadership experience required. Education, Work Experience, & Knowledge Demonstrated ability to set broad strategic direction for a large or complex portion of the business. Proven ability to lead enterprise level change and operate strategically in a complex, matrix organization structure. Comprehensive knowledge and mastery of business line strategy including underwriting, pricing, operations, finance and product development. Project management experience preferred. Understanding of Business Insurance processes and systems preferred. Licensing or Certificates Certification as a Green Belt Process Engineer or equivalent certification. Job Specific Technical Skills & Competencies Leadership: Influences without authority (leading from the middle Consistently sets clear strategic direction by defining goals and priorities. Makes sound business decisions. Develops a high degree of trust through demonstrated personal integrity, ethics and a commitment to doing the right thing. Energizes others to commit to achieving the highest standards. Establishes and maintains an environment that encourages everyone to act in the best interest of the company. Management & Teamwork: Establishes strong coalitions and networks both within and outside of the Division/Company. Works effectively with all levels and can easily build new relationships. Takes responsibility for decisions and actions. Manages own work and directs the work of others. Understands the business and responds to all related issues, concerns and problems. Knows how to get things done. Takes intelligent risks Systems Thinking Communication: Strong communications/ presentation skills, verbal and written Financial: Understands the business objectives and can act in a decisive manner to achieve financial results. Understands products, financials, objectives and service requirements of specialty practice. Customer Focus: Identifies customer needs and takes appropriate action to meet those needs. Additional Information The salary range in Colorado for this position is $125,900 to $188,900. To learn more about our comprehensive benefit programs please visit. All employees are eligible for performance-based cash awards, either through Travelers annual bonus program or through the Reward and Recognition (R&R) program. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. Experience : 0
09/24/2021
Full time
Company Summary Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Target Openings 1 Job Description Summary Reporting to the VP of Business Process Effectiveness Underwriting, Responsible for leading business process standardization, optimization, and practice of continuous improvement for Middle Market, National Property, and Business Insurance Field Underwriting in support of short and long-term business strategies. This role would own all business and technology processes as they relate to Middle Market, National Property, and Business Insurance Field Underwriting; managing and directing process improvements to strengthen operational efficiency and effectiveness. The role is accountable for enabling growth and profitability targets through optimization efforts. Other responsibilities includes identification of strategic investments, continuous improvement monitoring, and benefit realization tracking. Primary Job Duties & Responsibilities Strategic Leadership: Strategic thinker with an innate ability to balance thought leadership with strong execution orientation. Provide expert level individual technical consulting, generate new ideas, influence senior management of their value, and assist in their implementation to achieve recommended benefits. Lead Process Optimization & Managing Partner Relationships: Enable business model transformation; responsible for defining the interim and future state process Drive and participate in long and short-term business strategies Align with functional partners to develop and implement service strategies, policies and best practices to ensure appropriate customer and agent /broker experience (e.g., broker consolidation work, premium audit expectation types) Lead migration of work to the ideal organization model Partner with Business Unit leadership to identify business resources to support the optimization initiatives Collaborates with the Strategic Planning & Execution process reengineering team to drive the discovery, planning, identification of solutions and objectives for the targeted business units and specialty practices Partner with business subject matter experts to optimize processes Lead optimization impact assessment; working with the team in identify problems, gather data and complete data analysis to determine the magnitude of the issue. Partner with UW Effectiveness business support team to define process/procedures updates, communication and training needs Drive the implementation of optimized processes and monitor change adoption/ decisions/activities Assists the line of business to escalate and resolve project blockers Coach team members on areas of development to increase their knowledge and work performance. Strategic Investments/Benefit Realization: Lead the roadmap development, prioritization and governance. In partnership with Strategic Planning & Execution, drive initiation, planning, approval process and execution of new or existing projects and initiatives. Align investments/enhancements to process effectiveness for Middle Market and National Property owned systems Partner with leaders to manage and direct the effective implementation of new technologies, utilization of existing systems and benefit realization across multiple years. Partnering across the organization and enterprise to ensure strategic initiatives are embraced and executed appropriately and fully support the strategic vision. Track and monitor field execution for the line or industry; works with field leadership to establish and adjust execution strategies on an ongoing basis Evaluate the investment outcomes to ensure they deliver on the expected benefits and make recommendations to the multi-year plan Continuous Improvements and Knowledge Management: Monitor and manage continuous improvement and adjust workflow documentation to ensure we standardize, simplify and streamline Leverage feedback loops to understand identify/resolve issues/problems and meet with leaders to share and resolve Leverage data and analytics in support of organizational performance and continuous improvement Ensure the Practices/Segments are capturing, developing, sharing and effectively using organizational knowledge in partnership with BI UW, training and communications. Ensure information is easily accessible (e.g., portal/sharepoint site management) Coaches and mentors business areas in process optimization and design methodologies and tools. Management/People Leadership: Provide direction and guidance to all program staff for assigned units and programs. Coach team members on areas of development to increase their knowledge and work performance. Minimum Qualifications 7 years of experience in business process or Commercial Lines required. 1 year of people leadership experience required. Education, Work Experience, & Knowledge Demonstrated ability to set broad strategic direction for a large or complex portion of the business. Proven ability to lead enterprise level change and operate strategically in a complex, matrix organization structure. Comprehensive knowledge and mastery of business line strategy including underwriting, pricing, operations, finance and product development. Project management experience preferred. Understanding of Business Insurance processes and systems preferred. Licensing or Certificates Certification as a Green Belt Process Engineer or equivalent certification. Job Specific Technical Skills & Competencies Leadership: Influences without authority (leading from the middle Consistently sets clear strategic direction by defining goals and priorities. Makes sound business decisions. Develops a high degree of trust through demonstrated personal integrity, ethics and a commitment to doing the right thing. Energizes others to commit to achieving the highest standards. Establishes and maintains an environment that encourages everyone to act in the best interest of the company. Management & Teamwork: Establishes strong coalitions and networks both within and outside of the Division/Company. Works effectively with all levels and can easily build new relationships. Takes responsibility for decisions and actions. Manages own work and directs the work of others. Understands the business and responds to all related issues, concerns and problems. Knows how to get things done. Takes intelligent risks Systems Thinking Communication: Strong communications/ presentation skills, verbal and written Financial: Understands the business objectives and can act in a decisive manner to achieve financial results. Understands products, financials, objectives and service requirements of specialty practice. Customer Focus: Identifies customer needs and takes appropriate action to meet those needs. Additional Information The salary range in Colorado for this position is $125,900 to $188,900. To learn more about our comprehensive benefit programs please visit. All employees are eligible for performance-based cash awards, either through Travelers annual bonus program or through the Reward and Recognition (R&R) program. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. Experience : 0
CIT is a leading national bank focused on empowering businesses and personal savers with the financial agility to navigate their goals. CIT Group Inc. (NYSE: CIT) is a financial holding company with over a century of experience and operates a principal bank subsidiary, CIT Bank, N.A. (Member FDIC, Equal Housing Lender). The company's commercial banking segment includes commercial financing, community association banking, middle market banking, equipment and vendor financing, factoring, railcar financing, treasury and payments services, and capital markets and asset management. CIT's consumer banking segment includes a national direct bank and regional branch network. Discover more at cit.com/about . The AVP of Underwriting for Commercial Services takes lead responsibility in preparation and analysis of loan underwriting presentations for factoring, working capital financing, credit protection and receivables management services. Responsibilities: Performs rigorous financial analyses of transactions including financial modeling, customer evaluation, collateral analysis, risk rating, and industry/competitor analysis to assess transaction risk Assists with PCA and proposal process with Originator/ Business Development Officer Participates as a team member in special projects aimed at improving business processes and analytic tools Monitors the progression of assigned deals and updates applicable databases and models Analyzes financial statements and capital structures, prepares financial models, performs sensitivity / scenario analysis; conducts business/industry/competitor analysis to identify transaction risks and mitigates; provides recommendation on the transaction based on due diligence. Works closely with Underwriting Manager, Business Development Officers, Legal, Credit Risk, Operations, and other relevant departments; communicates on an ongoing basis and manages the underwriting function in a timely and collaborative manner and within established guidelines and expectations. Ensures all underwritings adhere to internal credit procedures and provides written reports and recommendations to Risk in a clear, concise, and well-articulated manner. Identifies and obtains approval for any exceptions to internal policies or procedures during the underwriting process. Presents transactions to appropriate authorities as required by the nature of the transaction. Coordinates all closing activities with applicable departments (Operations, Credit, Legal, etc.) and manages deal throughout the entire process, including for preparation/negotiation/execution of all legal documentation, system set up, and handoff to Portfolio Management team in an appropriate manner. Adheres to corporate and business specific policies and considers appropriate controls as part of day-to-day responsibilities. Leads KYC/BSA process and ensure all KYC compliance requirements have been met prior to transaction close. Preferred Qualificatons: Bachelor's degree with a concentration in finance or accounting preferred 3-5 years of experience in the commercial lending industry; credit trained with direct experience of underwriting and executing senior debt transactions Must have a solid understanding of financial statements, proficiency in financial modeling, and strong analytical skills with an ability to question assumptions Strong communication and interpersonal skills; team player Self-motivated with high energy levels; ability to prioritize and multi-task effectively Some experience of Factoring deals is a plus; ability to understand legal documentation and experience of managing deals as an Agent is a plus CIT is committed to Equal Employment Opportunity. It is CIT's policy to provide equal employment opportunities to all qualified applicants without regard to their race or perceived race (including traits historically associated with race, such as hair texture and protective hairstyles), color, national origin, nationality, ancestry, citizenship, immigration status, age, sex (including pregnancy, lactation, childbirth or related medical conditions), actual or perceived gender, gender identity, gender expression or transgender (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), religion, creed, marital status, family status, domestic partnership or civil union status, affectional or sexual orientation, atypical hereditary cellular or blood trait, genetic information or predisposition or carrier status (including testing and characteristics), status as a victim of domestic violence, actual or perceived status as a caregiver, military status and service, protected veteran status, mental or physical disability, perceived disability, record of disability, medical condition, AIDS and HIV status, or any other protected characteristic established by applicable federal, state, or local laws. If you would like more information about your EEO rights as an applicant under the law, please click here: Pay Transparency Notice EEO Law Poster EEO Supplemental Poster
09/23/2021
Full time
CIT is a leading national bank focused on empowering businesses and personal savers with the financial agility to navigate their goals. CIT Group Inc. (NYSE: CIT) is a financial holding company with over a century of experience and operates a principal bank subsidiary, CIT Bank, N.A. (Member FDIC, Equal Housing Lender). The company's commercial banking segment includes commercial financing, community association banking, middle market banking, equipment and vendor financing, factoring, railcar financing, treasury and payments services, and capital markets and asset management. CIT's consumer banking segment includes a national direct bank and regional branch network. Discover more at cit.com/about . The AVP of Underwriting for Commercial Services takes lead responsibility in preparation and analysis of loan underwriting presentations for factoring, working capital financing, credit protection and receivables management services. Responsibilities: Performs rigorous financial analyses of transactions including financial modeling, customer evaluation, collateral analysis, risk rating, and industry/competitor analysis to assess transaction risk Assists with PCA and proposal process with Originator/ Business Development Officer Participates as a team member in special projects aimed at improving business processes and analytic tools Monitors the progression of assigned deals and updates applicable databases and models Analyzes financial statements and capital structures, prepares financial models, performs sensitivity / scenario analysis; conducts business/industry/competitor analysis to identify transaction risks and mitigates; provides recommendation on the transaction based on due diligence. Works closely with Underwriting Manager, Business Development Officers, Legal, Credit Risk, Operations, and other relevant departments; communicates on an ongoing basis and manages the underwriting function in a timely and collaborative manner and within established guidelines and expectations. Ensures all underwritings adhere to internal credit procedures and provides written reports and recommendations to Risk in a clear, concise, and well-articulated manner. Identifies and obtains approval for any exceptions to internal policies or procedures during the underwriting process. Presents transactions to appropriate authorities as required by the nature of the transaction. Coordinates all closing activities with applicable departments (Operations, Credit, Legal, etc.) and manages deal throughout the entire process, including for preparation/negotiation/execution of all legal documentation, system set up, and handoff to Portfolio Management team in an appropriate manner. Adheres to corporate and business specific policies and considers appropriate controls as part of day-to-day responsibilities. Leads KYC/BSA process and ensure all KYC compliance requirements have been met prior to transaction close. Preferred Qualificatons: Bachelor's degree with a concentration in finance or accounting preferred 3-5 years of experience in the commercial lending industry; credit trained with direct experience of underwriting and executing senior debt transactions Must have a solid understanding of financial statements, proficiency in financial modeling, and strong analytical skills with an ability to question assumptions Strong communication and interpersonal skills; team player Self-motivated with high energy levels; ability to prioritize and multi-task effectively Some experience of Factoring deals is a plus; ability to understand legal documentation and experience of managing deals as an Agent is a plus CIT is committed to Equal Employment Opportunity. It is CIT's policy to provide equal employment opportunities to all qualified applicants without regard to their race or perceived race (including traits historically associated with race, such as hair texture and protective hairstyles), color, national origin, nationality, ancestry, citizenship, immigration status, age, sex (including pregnancy, lactation, childbirth or related medical conditions), actual or perceived gender, gender identity, gender expression or transgender (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), religion, creed, marital status, family status, domestic partnership or civil union status, affectional or sexual orientation, atypical hereditary cellular or blood trait, genetic information or predisposition or carrier status (including testing and characteristics), status as a victim of domestic violence, actual or perceived status as a caregiver, military status and service, protected veteran status, mental or physical disability, perceived disability, record of disability, medical condition, AIDS and HIV status, or any other protected characteristic established by applicable federal, state, or local laws. If you would like more information about your EEO rights as an applicant under the law, please click here: Pay Transparency Notice EEO Law Poster EEO Supplemental Poster
CIT is a leading national bank focused on empowering businesses and personal savers with the financial agility to navigate their goals. CIT Group Inc. (NYSE: CIT) is a financial holding company with over a century of experience and operates a principal bank subsidiary, CIT Bank, N.A. (Member FDIC, Equal Housing Lender). The company's commercial banking segment includes commercial financing, community association banking, middle market banking, equipment and vendor financing, factoring, railcar financing, treasury and payments services, and capital markets and asset management. CIT's consumer banking segment includes a national direct bank and regional branch network. Discover more at cit.com/about . Responsibilities: Lead deal team to evaluate new transactions, pre-screen transactions, conduct due diligence, prepare credit approval memos on transactions that are green-lighted in the pre-screen process, pitch transactions to credit committee in order to obtain credit approval, negotiate and review legal documentation as needed, and participate in deal closing. Analyze financial statements and capital structures, conduct business/industry/competitor analysis to identify transaction risks and mitigates; recommend transaction structures appropriate to the opportunity; provide a yes/no recommendation on the transaction based on due diligence. Manage assigned portfolio accounts - monitor performance and covenant compliance, prepare trend cards and periodic/annual reviews, process amendments and waiver requests in a timely manner to meet customer expectations, provide performance updates to managers, identify and act on warning signals, participate in portfolio reviews as needed. Maintain familiarity with CIT policies, procedures, and underwriting standards. Interface with other parts of the EF business, such as Asset Management, Legal, Operations, Insurance, Environmental, as well as other departments such as Capital Markets, Corporate Risk Management, Compliance, Problem Loan Management, Loan & Risk Review, and Internal Audit. Interface with customers (including brokers and intermediaries), as needed, to complete diligence process, as well as to assist the relationship management efforts of the Originators. Mentor and train junior resources (Analysts, Associates, AVPs) for the business. Preferred Qualifications: Bachelor's degree with a concentration in finance or accounting preferred. MBA/CFA a plus. Experience of Equipment Financing deals, equipment collateral, lease products and leasing structures, is required. 7- 10 years of experience as a senior underwriter in the commercial lending industry with direct experience of leading the underwriting and execution effort on large equipment and/or senior debt transactions. Must have a solid understanding of financial statements and capital structures, modeling & strong analytical skills with an ability to question assumptions. Experience with structuring transactions, leading deal teams, and negotiating documentation. CIT is committed to Equal Employment Opportunity. It is CIT's policy to provide equal employment opportunities to all qualified applicants without regard to their race or perceived race (including traits historically associated with race, such as hair texture and protective hairstyles), color, national origin, nationality, ancestry, citizenship, immigration status, age, sex (including pregnancy, lactation, childbirth or related medical conditions), actual or perceived gender, gender identity, gender expression or transgender (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), religion, creed, marital status, family status, domestic partnership or civil union status, affectional or sexual orientation, atypical hereditary cellular or blood trait, genetic information or predisposition or carrier status (including testing and characteristics), status as a victim of domestic violence, actual or perceived status as a caregiver, military status and service, protected veteran status, mental or physical disability, perceived disability, record of disability, medical condition, AIDS and HIV status, or any other protected characteristic established by applicable federal, state, or local laws. If you would like more information about your EEO rights as an applicant under the law, please click here: Pay Transparency Notice EEO Law Poster EEO Supplemental Poster
09/23/2021
Full time
CIT is a leading national bank focused on empowering businesses and personal savers with the financial agility to navigate their goals. CIT Group Inc. (NYSE: CIT) is a financial holding company with over a century of experience and operates a principal bank subsidiary, CIT Bank, N.A. (Member FDIC, Equal Housing Lender). The company's commercial banking segment includes commercial financing, community association banking, middle market banking, equipment and vendor financing, factoring, railcar financing, treasury and payments services, and capital markets and asset management. CIT's consumer banking segment includes a national direct bank and regional branch network. Discover more at cit.com/about . Responsibilities: Lead deal team to evaluate new transactions, pre-screen transactions, conduct due diligence, prepare credit approval memos on transactions that are green-lighted in the pre-screen process, pitch transactions to credit committee in order to obtain credit approval, negotiate and review legal documentation as needed, and participate in deal closing. Analyze financial statements and capital structures, conduct business/industry/competitor analysis to identify transaction risks and mitigates; recommend transaction structures appropriate to the opportunity; provide a yes/no recommendation on the transaction based on due diligence. Manage assigned portfolio accounts - monitor performance and covenant compliance, prepare trend cards and periodic/annual reviews, process amendments and waiver requests in a timely manner to meet customer expectations, provide performance updates to managers, identify and act on warning signals, participate in portfolio reviews as needed. Maintain familiarity with CIT policies, procedures, and underwriting standards. Interface with other parts of the EF business, such as Asset Management, Legal, Operations, Insurance, Environmental, as well as other departments such as Capital Markets, Corporate Risk Management, Compliance, Problem Loan Management, Loan & Risk Review, and Internal Audit. Interface with customers (including brokers and intermediaries), as needed, to complete diligence process, as well as to assist the relationship management efforts of the Originators. Mentor and train junior resources (Analysts, Associates, AVPs) for the business. Preferred Qualifications: Bachelor's degree with a concentration in finance or accounting preferred. MBA/CFA a plus. Experience of Equipment Financing deals, equipment collateral, lease products and leasing structures, is required. 7- 10 years of experience as a senior underwriter in the commercial lending industry with direct experience of leading the underwriting and execution effort on large equipment and/or senior debt transactions. Must have a solid understanding of financial statements and capital structures, modeling & strong analytical skills with an ability to question assumptions. Experience with structuring transactions, leading deal teams, and negotiating documentation. CIT is committed to Equal Employment Opportunity. It is CIT's policy to provide equal employment opportunities to all qualified applicants without regard to their race or perceived race (including traits historically associated with race, such as hair texture and protective hairstyles), color, national origin, nationality, ancestry, citizenship, immigration status, age, sex (including pregnancy, lactation, childbirth or related medical conditions), actual or perceived gender, gender identity, gender expression or transgender (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), religion, creed, marital status, family status, domestic partnership or civil union status, affectional or sexual orientation, atypical hereditary cellular or blood trait, genetic information or predisposition or carrier status (including testing and characteristics), status as a victim of domestic violence, actual or perceived status as a caregiver, military status and service, protected veteran status, mental or physical disability, perceived disability, record of disability, medical condition, AIDS and HIV status, or any other protected characteristic established by applicable federal, state, or local laws. If you would like more information about your EEO rights as an applicant under the law, please click here: Pay Transparency Notice EEO Law Poster EEO Supplemental Poster
Company Details: Own what's next. Add your experience and insight to our business. Berkley Agribusiness works with ambitious agribusiness and food industry clients to help them own their futures. Our culture is built on the belief that everyone has the power to create the future they deserve. Every Berkley Agribusiness team member must have the courage to challenge the status quo, collaboratively working with our clients to find creative property and casualty insurance solutions that drive them to succeed. We depend on our ability to listen to our clients - and our experience to help them make fact-based decisions that help their businesses thrive. Berkley Agribusiness is part of the W. R. Berkley Corporation (WRBC). Founded in 1967, WRBC is one of the nation's premier commercial lines property casualty insurance providers. All member insurance companies are rated A+ (Superior) by A.M. Best Company, and carry Standard & Poor's Financial Rating of A+ (Strong). Learn more about how Berkley Agribusiness can help you Create Your Future at (url removed) Responsibilities: The AVP-Business Development is expected to create and perpetuate business opportunities through the management and growth of a national distribution network of agency & broker partners with defined Agribusiness and Food practice groups. This individual must have extensive experience in the insurance marketplace in addition to exuding strong leadership and underwriting acumen to effectively vet production opportunities. Additionally, the candidate must have successfully demonstrated the acumen to network with C-suite and executive leadership to establish strategic partnerships. Strategically expands market access in the niche markets of Commercial Agribusiness and Food. Implements and monitors an effective agency management system that supports the company's profit and production objectives. Facilitate profitable business growth by building strong professional working relationships with business partners in key decision-making roles. Analyzes competitive marketing data, market and industry research, loss ratios, mix of business, policy count, premium growth, hit ratios and business retention to identify territorial and agency needs. Develops and implements action plans that align with company growth and profitability strategies. Recognizes opportunities to penetrate new markets. Takes advantage of all critical opportunities to increase market share. Performs due diligence on potential new domestic and international markets including developing definition, entry strategy, identifying scope and capital costs. Leads and influences agencies through creation and execution of sales strategies that drive new sales, profit and retention. Identifies new distribution opportunities and recommends agency appointments, while increasing relevancy in existing agencies. Develops, implements and manages an agency appointment and onboarding process that results in quality representation of the company. Ensures that business partners are familiar with the company's initiatives, products, policies, procedures and services. Develops and tracks metrics and success criteria for all sales/marketing programs and activities holding business partners accountable to profitability, production and volume commitments. Ensures the Company follows through on commitments to business partners. Exemplifies collaboration, teamwork and unified goals when working with peer leaders in Underwriting, Risk Services and Claims to secure resources, vetting out business opportunities, securing accounts and delivering on value proposition of service. Leverages relationships with other W. R. Berkley Corporation companies to capitalize on business opportunities and efficiencies. Qualifications: Bachelor's degree from an accredited college or university with major course work in Insurance, Risk Management, Business Administration or related degree. A minimum of 10 years of progressively responsible experience in the property and casualty insurance industry. Individual must possess strong leadership and underwriting acumen. Ability to travel on a regular basis; lead people and get results through others; think ahead and plan over a 2-3 year time span; organize and manage multiple priorities; communicate effectively with all levels of the organization; attract, coach, and develop talent. Must possess problem analysis and problem resolution skills at both a strategic and functional level; strong customer orientation; and interpersonal and communication skills including presentation skills. Regularly and consistently demonstrates commitment to company values and guiding principles.
09/01/2021
Full time
Company Details: Own what's next. Add your experience and insight to our business. Berkley Agribusiness works with ambitious agribusiness and food industry clients to help them own their futures. Our culture is built on the belief that everyone has the power to create the future they deserve. Every Berkley Agribusiness team member must have the courage to challenge the status quo, collaboratively working with our clients to find creative property and casualty insurance solutions that drive them to succeed. We depend on our ability to listen to our clients - and our experience to help them make fact-based decisions that help their businesses thrive. Berkley Agribusiness is part of the W. R. Berkley Corporation (WRBC). Founded in 1967, WRBC is one of the nation's premier commercial lines property casualty insurance providers. All member insurance companies are rated A+ (Superior) by A.M. Best Company, and carry Standard & Poor's Financial Rating of A+ (Strong). Learn more about how Berkley Agribusiness can help you Create Your Future at (url removed) Responsibilities: The AVP-Business Development is expected to create and perpetuate business opportunities through the management and growth of a national distribution network of agency & broker partners with defined Agribusiness and Food practice groups. This individual must have extensive experience in the insurance marketplace in addition to exuding strong leadership and underwriting acumen to effectively vet production opportunities. Additionally, the candidate must have successfully demonstrated the acumen to network with C-suite and executive leadership to establish strategic partnerships. Strategically expands market access in the niche markets of Commercial Agribusiness and Food. Implements and monitors an effective agency management system that supports the company's profit and production objectives. Facilitate profitable business growth by building strong professional working relationships with business partners in key decision-making roles. Analyzes competitive marketing data, market and industry research, loss ratios, mix of business, policy count, premium growth, hit ratios and business retention to identify territorial and agency needs. Develops and implements action plans that align with company growth and profitability strategies. Recognizes opportunities to penetrate new markets. Takes advantage of all critical opportunities to increase market share. Performs due diligence on potential new domestic and international markets including developing definition, entry strategy, identifying scope and capital costs. Leads and influences agencies through creation and execution of sales strategies that drive new sales, profit and retention. Identifies new distribution opportunities and recommends agency appointments, while increasing relevancy in existing agencies. Develops, implements and manages an agency appointment and onboarding process that results in quality representation of the company. Ensures that business partners are familiar with the company's initiatives, products, policies, procedures and services. Develops and tracks metrics and success criteria for all sales/marketing programs and activities holding business partners accountable to profitability, production and volume commitments. Ensures the Company follows through on commitments to business partners. Exemplifies collaboration, teamwork and unified goals when working with peer leaders in Underwriting, Risk Services and Claims to secure resources, vetting out business opportunities, securing accounts and delivering on value proposition of service. Leverages relationships with other W. R. Berkley Corporation companies to capitalize on business opportunities and efficiencies. Qualifications: Bachelor's degree from an accredited college or university with major course work in Insurance, Risk Management, Business Administration or related degree. A minimum of 10 years of progressively responsible experience in the property and casualty insurance industry. Individual must possess strong leadership and underwriting acumen. Ability to travel on a regular basis; lead people and get results through others; think ahead and plan over a 2-3 year time span; organize and manage multiple priorities; communicate effectively with all levels of the organization; attract, coach, and develop talent. Must possess problem analysis and problem resolution skills at both a strategic and functional level; strong customer orientation; and interpersonal and communication skills including presentation skills. Regularly and consistently demonstrates commitment to company values and guiding principles.
JOB POSTING Residential Mortgage Loan Closer SCHEDULE: Full-Time REPORTS TO: AVP, Residential Underwriting Manager Do you want a promising and satisfying career? Are you prepared for a great opportunity? KS StateBank, a successful, forward-thinking and growing full-service bank, is ready to expand our Residential Mortgage Operations Team with the addition of a Residential Mortgage Loan Closer. The Residential Mortgage Loan Closer will coordinate with processing and underwriting staff to perform all necessary procedures to close and fund residential mortgage loans in accordance with policies and loan-specific requirements. Duties include, but are not limited to: contacting third parties (e.g. broker, title company) to request documents; verifying the accuracy of required documents; handling outside communications to ensure loans are closed in a timely manner; and coordinating loan funding. ESSENTIAL FUNCTIONS Reviewing underwriting approval for each "clear to close" loan file to ensure that all prior to closing conditions have been cleared by an authorized employee Contacts third parties (e.g. broker, title company) to request required documents Verifies accuracy and consistency of specifications on documents, such as title abstract and insurance forms • Communicate with the closing attorney or agent to ensure timely scheduling of a loan closing • Prepare company closing instructions and documents required for closing and forward the closing package to the closing attorney or agent Record loan information in log and on government reporting forms Compile closed loan forms for delivery to investors Field requests and inquiries from originators, closing attorney/agent, realtors and customers • Coordinate loan funding within and outside the Bank Assume responsibility for related duties as required or assigned EXPERIENCE & QUALIFICATIONS High school diploma required, college degree preferred Previous mortgage banking experience preferred Familiarity with Encompass loan processing software is a plus TECHNICAL SKILLS & ABILITIES Strong attention to detail Being very organized and analytical Having an aptitude for figures Possessing accurate typing/data entry ability Employee benefits include 401k, health, dental and vision insurance and paid time off. View the full job description and apply at ksstate.bank/careers. No phone calls or fax submissions please. EOE recblid n187zp26lqxywpvx7pc5mawl44m42k
03/21/2021
Full time
JOB POSTING Residential Mortgage Loan Closer SCHEDULE: Full-Time REPORTS TO: AVP, Residential Underwriting Manager Do you want a promising and satisfying career? Are you prepared for a great opportunity? KS StateBank, a successful, forward-thinking and growing full-service bank, is ready to expand our Residential Mortgage Operations Team with the addition of a Residential Mortgage Loan Closer. The Residential Mortgage Loan Closer will coordinate with processing and underwriting staff to perform all necessary procedures to close and fund residential mortgage loans in accordance with policies and loan-specific requirements. Duties include, but are not limited to: contacting third parties (e.g. broker, title company) to request documents; verifying the accuracy of required documents; handling outside communications to ensure loans are closed in a timely manner; and coordinating loan funding. ESSENTIAL FUNCTIONS Reviewing underwriting approval for each "clear to close" loan file to ensure that all prior to closing conditions have been cleared by an authorized employee Contacts third parties (e.g. broker, title company) to request required documents Verifies accuracy and consistency of specifications on documents, such as title abstract and insurance forms • Communicate with the closing attorney or agent to ensure timely scheduling of a loan closing • Prepare company closing instructions and documents required for closing and forward the closing package to the closing attorney or agent Record loan information in log and on government reporting forms Compile closed loan forms for delivery to investors Field requests and inquiries from originators, closing attorney/agent, realtors and customers • Coordinate loan funding within and outside the Bank Assume responsibility for related duties as required or assigned EXPERIENCE & QUALIFICATIONS High school diploma required, college degree preferred Previous mortgage banking experience preferred Familiarity with Encompass loan processing software is a plus TECHNICAL SKILLS & ABILITIES Strong attention to detail Being very organized and analytical Having an aptitude for figures Possessing accurate typing/data entry ability Employee benefits include 401k, health, dental and vision insurance and paid time off. View the full job description and apply at ksstate.bank/careers. No phone calls or fax submissions please. EOE recblid n187zp26lqxywpvx7pc5mawl44m42k
Residential Mortgage Loan Closer SCOTTSDALE, AZ SCHEDULE : Full-Time REPORTS TO: AVP, Residential Underwriting Manager Do you want a promising and satisfying career? Are you prepared for a great opportunity? KS StateBank, a successful, forward-thinking and growing full-service bank, is ready to expand our Residential Mortgage Operations Team with the addition of a Residential Mortgage Loan Closer. The Residentioal Mortgage Loan Closer will coordinate with processing and underwriting staff to perform all necessary procedures to close and fund residential mortgage loans in accordance with policies and loan-specific requirements. Duties include, but are not limited to: contacting third parties (e.g. broker, title company) to request documents; verifying the accuracy of required documents; handling outside communications to ensure loans are closed in a timely manner; and coordinating loan funding. ESSENTIAL FUNCTIONS • Reviewing underwriting approval for each "clear to close" loan file to ensure that all prior to closing conditions have been cleared by an authorized employee • Contacts third parties (e.g. broker, title company) to request required documents • Verifies accuracy and consistency of specifications on documents, such as title abstract and insurance forms • Communicate with the closing attorney or agent to ensure timely scheduling of a loan closing • Prepare company closing instructions and documents required for closing and forward the closing package to the closing attorney or agent • Record loan information in log and on government reporting forms • Compile closed loan forms for delivery to investors • Field requests and inquiries from originators, closing attorney/agent, realtors and customers • Coordinate loan funding within and outside the Bank • Assume responsibility for related duties as required or assigned EXPERIENCE & QUALIFICATIONS • High school diploma required, college degree preferred • Previous mortgage banking experience preferred • Familiarity with Encompass loan processing software is a plus TECHNICAL SKILLS & ABILITIES • Strong attention to detail • Being very organized and analytical • Having an aptitude for figures • Possessing accurate typing/data entry ability Employee benefits include 401k, health, dental and vision insurance and paid time off. View the full job description and apply at ksstate.bank/careers. No phone calls or fax submissions please. EOE recblid vj07g9fqf7lvq6z726i87s2dj7eav3
09/28/2020
Full time
Residential Mortgage Loan Closer SCOTTSDALE, AZ SCHEDULE : Full-Time REPORTS TO: AVP, Residential Underwriting Manager Do you want a promising and satisfying career? Are you prepared for a great opportunity? KS StateBank, a successful, forward-thinking and growing full-service bank, is ready to expand our Residential Mortgage Operations Team with the addition of a Residential Mortgage Loan Closer. The Residentioal Mortgage Loan Closer will coordinate with processing and underwriting staff to perform all necessary procedures to close and fund residential mortgage loans in accordance with policies and loan-specific requirements. Duties include, but are not limited to: contacting third parties (e.g. broker, title company) to request documents; verifying the accuracy of required documents; handling outside communications to ensure loans are closed in a timely manner; and coordinating loan funding. ESSENTIAL FUNCTIONS • Reviewing underwriting approval for each "clear to close" loan file to ensure that all prior to closing conditions have been cleared by an authorized employee • Contacts third parties (e.g. broker, title company) to request required documents • Verifies accuracy and consistency of specifications on documents, such as title abstract and insurance forms • Communicate with the closing attorney or agent to ensure timely scheduling of a loan closing • Prepare company closing instructions and documents required for closing and forward the closing package to the closing attorney or agent • Record loan information in log and on government reporting forms • Compile closed loan forms for delivery to investors • Field requests and inquiries from originators, closing attorney/agent, realtors and customers • Coordinate loan funding within and outside the Bank • Assume responsibility for related duties as required or assigned EXPERIENCE & QUALIFICATIONS • High school diploma required, college degree preferred • Previous mortgage banking experience preferred • Familiarity with Encompass loan processing software is a plus TECHNICAL SKILLS & ABILITIES • Strong attention to detail • Being very organized and analytical • Having an aptitude for figures • Possessing accurate typing/data entry ability Employee benefits include 401k, health, dental and vision insurance and paid time off. View the full job description and apply at ksstate.bank/careers. No phone calls or fax submissions please. EOE recblid vj07g9fqf7lvq6z726i87s2dj7eav3