Description

Chubb is seeking a Private/Not for Profit (PNP) SR Underwriter Team Lead to support the execution of growth and underwriting business strategies by implementing established action plans and goals for the San Francisco Branch. This Team Lead will work within the local branch and Financial Lines teams to achieve profitable underwriting results through the growth, development, servicing, and underwriting of Private, Not-for-Profit business of all sizes.

San Francisco has a sizeable Financial Lines premium footprint produced from over 30 agents in the geography. The position will report to the San Francisco Financial Lines Branch Manager and will have 2 direct reports. As a key member of the local team, the SF Underwriter Team Lead will also support local cross-sell activities.

Responsibilities

Profitability and Production:

• Contributes to achieving New and Renewal business goals as outlined in the Financial Lines Branch plan.
• Supports P&L accountability, including responsibility for premium, profitability, growth, retention, and expense plans/results. This may include providing input for weekly projections/forecasts and participating in business and budget planning produced by the branch, including the renewal servicing branch in Connecticut.
• Ensures profitability through underwriting integrity by meeting all underwriting standards as outlined by Financial Lines Home Office and all applicable Underwriting Guidelines, Authorities, Playbooks, and Position Papers, including:
  • Risk Selection
  • Pricing & Attachments, including Rate Change Goals
  • Terms & Conditions
  • Manuscript Form & Endorsement processes
  • File Construction and documentation

Talent Management:

• Meets regularly with 2 direct reports to offer and solicit feedback regarding performance, business results, key deliverables, and best practices.
• Works closely with the team to coach and mentor through market changes.
• Coaches and mentors underwriting team through account referral process, adjusting to various skill sets.
• Takes an active role in direct reports' development and growth.
• Helps develop, utilize, and retain high-potential employees.
• Supports identification of key external talent through marketplace interaction.
• Participates in the talent management process during mid-year and year-end review periods.

Producer Management:

• Partners with the Regional Chubb team to enhance producer relationships and results.
• Supports new business development, including target account responsibilities.
• Implements sales management processes, including business plans for key producers.
• Collaborates with other business units to drive growth and implement cross-sell strategies within Financial Lines and across Commercial Insurance.
• Works with the Underwriting Service Branch to maximize efficiency of qualifying business; leverages New Business Service team and online quoting capabilities to enhance efficiency and support new business generation; pursues Small Commercial Financial Lines business in conjunction with Small Commercial sales reps embedded locally or within the region.
• Represents Financial Lines in the marketplace among brokers, customers, competitors, and industry organizations; must be able to play a key leadership role accordingly.

Leadership:

• Supports recruitment, management, development, retention, and effective deployment of staff.
• Aligns staff resources to adapt to changes.
• Helps oversee workflows, staffing resources, and appropriate application of technology to ensure efficient, cost-effective field operation.
• Supports the development of Underwriting Associates to ensure full utilization of our operating model.
• Ensures completion of all phases of the performance management process for direct reports.

QUALIFICATIONS

• Minimum of 3-5 years of underwriting experience with strong knowledge of Private/NFP products, underwriting, marketing, and the competitive environment.
• Knowledge, skills, and abilities in revenue generation, staff leadership, and producer management.
• Demonstrated competencies in communication, collaboration, and executing strategy.
• Proven track record of overseeing a profitable book of business and high level of underwriting expertise.
• Strong presentation skills and effective communication of strategies, goals, and plans.
• Ability to influence and balance multiple stakeholder perspectives to achieve business goals.
• Effective engagement and motivation of staff.
• Collaborative partner with the branch, home office, claims, general counsel, marketing and communications, operations, and HR.
• Experience with agency and broker relations/customer management.

ABOUT US

Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.

At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.