Underwriting Specialist

Role Overview

• The Underwriting Specialist is a key member of the Underwriting team reporting to the Regional Underwriting Manager.
• The primary goal of this position is to profitably grow a book of business by actively partnering with brokers and working effectively with colleagues throughout the organization.
• This person will plan and budget for the book of business, develop and maintain broker relationships, and execute underwriting decisions.
• Underwriting Specialists are able to handle the large, complex accounts, and are expected to handle key relationships with a broker at the principle and PL manager level as well as drive business in the door through active engagement with COIs.
• Responsible for new and renewal underwriting execution, including selecting risks in line with PURE’s strategy and underwriting guidelines, operating within authority and documentation guidelines and following up on accounts and closing new business.
• Responsible for delivering excellent referral service to more junior Underwriters on the Underwriting team, and assisting in their development.
• Command of their book of business and ability to clearly identify and address profitability and growth issues and implement effective profit improvement strategies with minimal outside support.

Requirements

• Bachelor’s Degree
• Minimum 7 years high net worth underwriting experience
• Demonstrated technical expertise and product specific knowledge
• Strong analytical skills
• Demonstrated proficiency in sales and marketing
• Strong interpersonal, communication and negotiation skills.
• Ability to effectively interact with all levels of internal and external business partners, including insurance brokers.
• Experience developing and executing on marketing plans and prospects
• Ability to be creative and adaptable in a changing business environment
• Sound, balanced and timely decision making skills
• Knowledge of Microsoft Office Suite as well as other business-related software.

Benefits

• Opportunities to stretch and grow: your professional and personal development matters to us.
• Clarity and kindness: you can rely on us to be open, honest and supportive, offering clarity on what success looks like.
• Support in good times and bad: we believe in showing up for each other consistently, not only when it’s easy.
• A community that cares: we are committed to sustaining a community in which each person feels cared for as an individual.