Senior Underwriter for Financial Institutions

2 weeks ago


Chicago, Illinois, United States CFA Institute Full time

Position Overview:

The Senior Executive Underwriter - UW07EC and Executive Underwriter - UW07ED roles are critical to our mission at CFA Institute. We pride ourselves on being an insurance provider that transcends traditional coverages and policies. Here, you will have the opportunity to not only achieve your professional goals but also assist others in reaching theirs.

Core Responsibilities:

As a member of our underwriting team, you will play a pivotal role in shaping the future of our organization. Your primary responsibilities will include underwriting and actively seeking new business opportunities while addressing the specific needs of our brokerage partners on an individual account basis. The Executive Underwriter will be an integral part of the Financial Lines division, reporting directly to an underwriting manager within the Diversified/Financial Services Team.

Key Focus Areas:

The Diversified/Financial Services Team specializes in management and professional liability products tailored for public and large private financial institutions. Our offerings encompass:

  • Primary and excess directors & officers liability
  • Errors & omissions liability
  • Fiduciary liability
  • Employment practices liability

Ideal Candidate Profile:

We are looking for individuals who possess:
  • A customer-centric approach, prioritizing client needs in every decision.
  • A strong analytical mindset complemented by critical thinking abilities.
  • A collaborative spirit, eager to work within a team environment.
  • A financial acumen to inform sound decision-making.
  • A commitment to accountability and follow-through on responsibilities.
  • Adaptability to navigate a dynamic business landscape.
  • Proficiency in building trust and relationships across diverse groups.
  • The ambition to advance in technical or leadership roles.

Qualifications:
  • A Bachelor's Degree is strongly preferred, or an equivalent combination of education, training, and experience.
  • A minimum of 5 years of experience in financial lines underwriting, with a preference for experience in Financial Institutions.
  • Proven track record in cultivating and maintaining robust relationships with internal and external stakeholders.
  • Self-motivated with a drive to engage and market to Distribution Partners.
  • Exceptional communication, interpersonal, and presentation skills.
  • Analytical thinking capabilities to address business challenges and propose effective solutions.
  • A high-energy, resilient self-starter with an entrepreneurial mindset.
  • Strong organizational and time management skills.
  • A goal-oriented approach that delivers results.
  • The ability to challenge existing norms and strive for competitive excellence.
  • Superior technical knowledge and sound decision-making abilities.
  • Willingness to travel approximately 10-15% as needed.

Work Arrangement:

This position offers a hybrid work model, allowing flexibility in your work environment while maintaining collaboration with your team.

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