Reviews applications and financial information to assess risk acceptability in alignment with CNA guidelines
Applies pricing methodology and predictive modeling tools to evaluate risk and determine appropriate pricing
Utilizes underwriting tools (e.g., RST, BPMT, Merlin) and adheres to established disciplines and strategies
Demonstrates technical expertise through thoughtful account analysis and thorough documentation
Analyzes and communicates underwriting decisions, including rate actions, requirements, and declinations
Maintains strong underwriting discipline, including CAT management and exposure controls
Manages an assigned portfolio to achieve goals around premium, profitability, rate, retention, and product mix
Allocates time and resources strategically to optimize producer performance
Builds and maintains disciplined sales practices using CNA tools, including Salesforce
Develops strong producer relationships to drive pipeline, insights, and performance
Identifies and executes cross-sell opportunities in partnership with underwriting peers

Strong understanding of underwriting processes, coverages, and risk evaluation tools
3+ years of related experience (varies by role)
Solid communication skills across internal and external stakeholders
Ability to identify client needs, position solutions, and close business
Sound judgment and negotiation ability within delegated authority
Analytical mindset with the ability to manage competing priorities and adapt quickly

Comprehensive and competitive benefits package
Help employees achieve physical, financial, emotional, and social wellbeing goals

Underwriting Consultant – Technology, P&C

Key skills