Lead Underwriter for Financial Institutions

2 weeks ago


New York, New York, United States Zurich Insurance Company Ltd Full time


Zurich Insurance Company Ltd is seeking a seasoned Lead Underwriter for Financial Institutions to become a vital part of our team. This position can be based in either Chicago or New York City. In this capacity, you will be responsible for underwriting management and professional liability accounts tailored to the financial services sector. The role encompasses technical, transactional, and market-facing duties, while also contributing to product development, marketing strategies, fulfillment processes, and portfolio oversight.

This opportunity is available at either the Senior level III or AVP, level IV, with the hiring manager determining the appropriate classification based on the selected candidate's qualifications and experience.


Key Responsibilities of the Underwriter:
  • Administering and overseeing underwriting protocols, insurance regulations, and rating manual standards.
  • Building and nurturing relationships with external brokers, agencies, and internal Zurich divisions to achieve production growth objectives.
  • Delivering exceptional service to our broker partners and clients.
  • Assessing and quantifying potential risks from policyholders while establishing suitable premium rates in accordance with Zurich guidelines.
  • Managing a diverse portfolio of accounts and cultivating a robust business pipeline.
  • Collaborating and cross-selling with various stakeholders and business lines within Zurich.

Basic Qualifications:
  • High School Diploma or Equivalent with 5+ years of experience in Underwriting or Market Facing roles, or
  • High School Diploma or Equivalent with 10+ years of experience in Claims or Underwriting Support, or
  • Zurich Certified Insurance Apprentice with an Associate Degree and 3+ years of experience in Underwriting or Market Facing roles, or
  • Zurich Certified Insurance Apprentice with an Associate Degree and 8+ years of experience in Claims or Underwriting Support.

Preferred Qualifications:
  • Bachelor's degree.
  • Experience in Financial Lines underwriting directly related to Financial Institutions.
  • Service-oriented and responsive approach.
  • Strong negotiation and communication abilities.
  • Proficiency in Microsoft Office.
  • Capability to effectively evaluate risk.

Compensation for roles at Zurich varies based on numerous factors, including office location, role specifics, skill set, and experience level. As mandated by local law, Zurich provides a reasonable compensation range for roles. For further details about our Total Rewards, please refer to our resources.

Zurich maintains a comprehensive employee benefits package for employees and eligible dependents, along with competitive compensation. As a global organization, we recognize the diversity of our workforce as a significant asset and actively recruit talented individuals from various backgrounds.

Join us in shaping the future of the insurance industry and contributing to a brighter tomorrow for our colleagues, clients, and communities.



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