Underwriting Associate(Middle Market Private Equity)

Found in: Talent US C2 - 2 weeks ago


Houston, United States CNA Full time

JOB DESCRIPTION

:

Performs a combination of duties in accordance with departmental guidelines:

1. Performs underwriting analysis and documentation to determine acceptability of risk in accordance with company guidelines and standards for renewal and new business within assigned Letter of Underwriting Authority.

2. Handles endorsement requests within delegated authority. Refers endorsements outside of authority to underwriter with recommended action. Independently engages agency to clarify intent of endorsement or seek missing information.

3. Handles assigned renewal book within assigned authority and demonstrates the ability to triage renewal applications/specs and formulate next steps for the underwriter with outlined changes or points of attention for accounts outside authority.

4. Works as a liaison within the branch, or across CNA to resolve issues (billing and collections, risk control, underwriting guidance from cabinet members, line of business, underwriting services subject matter experts) 

5. Documents assigned files ensuring completeness, compliance, and quality (correspondence, proposals, endorsements, cancellations, etc.).

6. Executes on advanced pricing strategy (i.e. business unit pricing tools) on behalf of the Underwriter in compliance with regulatory and CNA specific underwriting strategies and demonstrates ability to document pricing rationale

7. Completes quote proposals and negotiates with external partners within assigned authority.

8. Leveraged as the first-line point of contact to the producers/customers on account related matters while proactively identifying opportunities for up sell or account rounding.

9. Assist in marketing products and services through external partners and makes field visits.

10. Expert on systems and workflows. Serves as a resource to others (train, problem solver, coach ) and conduit for feedback to internal underwriting partners.

11. Keeps current on line of business strategy, state/territory issues, regulations and trends.

May perform additional duties as assigned.

Reporting Relationship

Supervisor or Manager

Skills, Knowledge & Abilities

1. Knowledge of Property and Casualty underwriting including insurance products, policy processing procedures and documentation.

2. Strong time management, and analytical skills

3. Strong interpersonal and communications skills. Ability to effectively interact with all levels of CNA’s internal and external business partners. 

4. Demonstrated ability to work independently on multiple tasks. 

5. Strong capability to advise and coach others. 

6. Demonstrated customer service experience and the ability to interact with a wide-variety of people on a daily basis in person, via telephone and email. 

7. Strong knowledge of Microsoft Office Suite as well as other business-related software.

Education & Experience

1. Bachelor’s degree or equivalent experience. 
2. Typically a minimum of three years of related work experience.


  • Private Equity Associate

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Houston, United States H&P Executive Search Full time

    H&P is working with a middle-market private equity firm based in Houston looking to hire an associate. They focus on buy-outs in the energy space (renewables, energy, oil & gas). The role involves market research, due diligence, deal evaluation and portfolio management. The ideal candidate should have at least 2 years of Investment Banking experience and/or...

  • Private Equity Associate

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Houston, United States H&P Executive Search Full time

    H&P is mandated on a role with a middle market private equity firm looking to hire an associate for their office in Houston, Texas. They focus on the Energy sector and are looking for someone with relevant M&A experience in that space.Responsibilities:Conduct comprehensive financial and market research across the respective sectorsIdentify and evaluate...

  • Private Equity Associate

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Houston, United States H&P Executive Search Full time

    Energy Private Equity AssociateLocation: Houston, TXCompany Overview:Join a dynamic team, a leading private equity firm specializing in energy investments. Based in Houston, they're committed to partnering with exceptional management teams to build industry-leading companies.Position Overview:They're seeking a highly motivated Energy Private Equity Associate...


  • Houston, United States Selby Jennings Full time

    Our client, a premier private equity firm in Austin, has exclusively retained Selby Jennings to find a Principal to join their deal team. This is a well-respected investment firm with a strong track record of success. The firm is known for its long-term investment horizon, sector focus, and collaborative approach with its portfolio companies. Their...

  • Private Equity M&A

    1 week ago


    Houston, United States Core Group Resources Careers Full time

    Core Group Resources is America's leading recruitment company. Founded by a service academy graduate who has offshore experience, Core Group Resources' expertise is unmatched in the marine offshore market, finance, IT, renewables, & non-profit for executive search, staffing, and expertise identification.*Private Equity M&A / Senior Associate Job Summary*Law...

  • Private Equity M&A

    1 week ago


    Houston, United States Core Group Resources Full time

    Core Group Resources is America's leading recruitment company. Founded by a service academy graduate who has offshore experience, Core Group Resources' expertise is unmatched in the marine offshore market, finance, IT, renewables, & non-profit for executive search, staffing, and expertise identification. Private Equity M&A / Senior Associate Job Summary Law...

  • Private Equity M&A

    Found in: Lensa US 11 C2 - 1 week ago


    Houston, United States Core Group Resources Full time

    Core Group Resources is America's leading recruitment company. Founded by a service academy graduate who has offshore experience, Core Group Resources' expertise is unmatched in the marine offshore market, finance, IT, renewables, & non-profit for executive search, staffing, and expertise identification. Private Equity M&A / Senior Associate Job Summary Law...


  • Houston, United States Tenfold Search & Advisory Full time

    ​We seek an experienced Associate to join a dynamic and high-performing mid-market Private Equity firm specializing in energy and infrastructure. The firm has an impressive track record and recently celebrated a major acquisition worth over $1bn. Notably, the firm boasts stable and steady returns, not subject to significant market swings. This position...

  • Private Equity Associate Infrastructure

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Houston, United States Tenfold Search & Advisory Full time

    ​We seek an experienced Associate to join a dynamic and high-performing mid-market Private Equity firm specializing in energy and infrastructure. The firm has an impressive track record and recently celebrated a major acquisition worth over $1bn. Notably, the firm boasts stable and steady returns, not subject to significant market swings. This position...

  • Private Equity M&A

    Found in: Jooble US O C2 - 1 week ago


    Houston, TX, United States Core Group Resources Full time

    Core Group Resources is America's leading recruitment company. Founded by a service academy graduate who has offshore experience, Core Group Resources' expertise is unmatched in the marine offshore market, finance, IT, renewables, & non-profit for executive search, staffing, and expertise identification. Private Equity M&A / Senior Associate Job...

  • Private Equity M&A

    Found in: Jooble US O C2 - 2 weeks ago


    Houston, TX, United States Core Group Resources Careers Full time

    Core Group Resources is America's leading recruitment company. Founded by a service academy graduate who has offshore experience, Core Group Resources' expertise is unmatched in the marine offshore market, finance, IT, renewables, & non-profit for executive search, staffing, and expertise identification.*Private Equity M&A / Senior Associate Job...


  • Houston, United States 5 Legal Full time

    Job DescriptionJob DescriptionTop 200 AmLaw firm seeks an associate to join their Global Corporate practice group in their U.S. offices.The ideal candidate must have 3-6 years of experience and will have U.S. capital markets experience in representing issuers, underwriters, and placement agents in IPOs, follow-on public offerings, private placements, and...


  • Houston, United States 5 Legal Full time

    Job DescriptionJob DescriptionA top 20 AmLaw firm is is seeking an associate to join their Corporate department.Qualified candidates will have a minimum of 2 years of experience. Experience in representing public and private companies and underwriters in capital markets transactions including initial public offerings, secondary and follow-on offerings, and...

  • Associate Attorney

    Found in: Lensa US P 2 C2 - 2 weeks ago


    Houston, United States LHH Full time

    This role is at a prestigious Tier 1 AmLaw firm. They are seeking a talented Corporate Associate to join their Corporate Private Equity and Mergers and Acquisitions (PE and M&A) practice group in any of their Texas offices , which includes Houston, Austin, and Dallas . As a 5+ year associate , you will have the opportunity to work on complex transactions and...

  • Corporate Tax Associate Attorney

    Found in: Appcast US C2 - 7 days ago


    Houston, United States LHH Full time

    This AmLaw firm seeks a tax associate for corporate/transactional work.Title: Tax AssociatePractice area: Tax - Corporate/Transactional (not tax controversy) Office: Houston - Hybrid: 3 in-office and 2 remoteExperience: 2+ years of tax experience with private equity funds and mergers & acquisitions Academics: Top Tier Law SchoolsLicensure requirement:...

  • Corporate Tax Associate Attorney

    Found in: Appcast Linkedin GBL C2 - 7 days ago


    Houston, United States LHH Full time

    This AmLaw firm seeks a tax associate for corporate/transactional work.Title: Tax AssociatePractice area: Tax - Corporate/Transactional (not tax controversy) Office: Houston - Hybrid: 3 in-office and 2 remoteExperience: 2+ years of tax experience with private equity funds and mergers & acquisitions Academics: Top Tier Law SchoolsLicensure requirement:...

  • Marketing Strategist

    2 weeks ago


    Houston, United States Private Full time

    Job DescriptionJob DescriptionAnosh Inc is a capital investment company involved in various industries such as healthcare, real estate, and much more. Anosh Inc main headquarters is in the Houston area. As we continue to expand into the Middle East, Anosh Inc is seeking a knowledgeable, motivated, and qualified candidate for the Marketing Strategist position...

  • Inside Underwriter

    Found in: Talent US C2 - 1 week ago


    Houston, United States CRC Group Full time

    ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Manage the underwriting process ensuring adherence to carrier underwriting guidelines and CRC policies and procedures....


  • Houston, United States 5 Legal Full time

    Job DescriptionJob DescriptionOne of the recognized Global 50 law firm is seeking an associate to join its Private Funds group.The ideal candidate will have 3-5 years of experience in representing established and new fund sponsors in the formation of private investment funds, separate accounts and other investment vehicles. Candidates with experience in...


  • Houston, United States 5 Legal Full time

    Job DescriptionJob DescriptionA Top Am Law 100 Law firm that represents the majority of the Fortune 100 and more than half of the Fortune 500 companies is is seeking an associate to join their Corporate, Capital Markets and Securities Regulation team.Key responsibilitiesQualified candidates should have experience with equity and debt offerings and U.S....