Commercial Surety Underwriter,

7 months ago


Orange County, United States Zurich Insurance Company Full time

Zurich North America is looking for a Commercial Surety Underwriter (Account Executive or AVP Level) to join our Commercial Surety team in the West region. This position can be based out of our San Francisco office, one of our offices in SoCal (Los Angeles or Irvine) or Virtual within Northern CA (Walnut Creek, Concord, Sacramento etc.).

The Commercial Surety Underwriter is a uniquely technical role in the underwriting world. In this position you will be responsible for the overall account management, business development and analysis of a highly complex book of Commercial Surety Accounts. Our ideal candidate will have a can-do positive attitude, strong financial background including credit analysis, excellent communication and presentation skills, time management skills, and the ability to further develop and sharpen established negotiation skills. Underwriters will use the Zurich Way of Underwriting

Framework within delegated authority levels on highly complex assignments ensuring a high-level service to customers. 

This is a great opportunity for an experienced Commercial Surety Underwriter to use their analytical skills, their entrepreneurial spirit, along with their ability to develop and maintain relationships with our West region Brokers and Customers to write profitable business.

This role will be filled at either the Account Executive (5T level) or AVP (6T level). The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skillset relative to the qualifications listed for this position.

Additional responsibilities will include:

Proactively seek renewal and new account opportunities. Qualify accounts to meet with the organization's appetite, balanced with sound business opportunity. Negotiate Terms & Conditions and close deals. Cross-Sell other lines of business to increase product density with the account. Update required systems with details of broker/client visits and account status within specified time frame. Calculate Target Price accurately by utilizing underwriting tools appropriately. Diagnose and develop recommendations to solve unique business unit and customer problems. Demonstrate specialized knowledge and expertise in products and industry. Administer and monitor underwriting rules and guidelines, insurance laws and regulations, and rating manuals. Work at the highest authority limits on assignments utilizing the highest degree of technical complexity and coordination.


Account Executive Basic Qualifications:

High School Diploma or Equivalent and 3 or more years of experience in the Insurance or Market Facing area, Finance, Accounting, Banking experience 
OR High School Diploma or Equivalent and 6 or more years of experience in the Claims or Underwriting Support area 
OR Zurich approved Apprenticeship program including an Associate Degree and 1 or more years of experience in the Insurance or Market Facing area, Finance, Accounting, Banking experience 
OR Zurich approved Apprenticeship program including an Associate Degree and 4 or more years of experience in claims or underwriting support area 
AND  Knowledge of legal and regulatory guidelines Knowledge of Microsoft Office Experience working under deadlines  Experience working in a fast-paced team environment

OR

AVP Basic Qualifications: 

High School Diploma or Equivalent and 5 or more years of experience in the Underwriting, Market Facing, Finance, Accounting, or Banking area
OR High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area
OR Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years in the Underwriting, Market Facing, Finance, Accounting, or Banking area
OR Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area
AND Knowledge of Microsoft Office Knowledge of time restraints for quotes on new and renewal business Experience working in a team environment

 
Preferred Qualifications:

Bachelor’s Degree Surety knowledge/experience and knowledge of the legal and regulatory guidelines Understanding of structure of broker relationships Ability to analyze and understand complicated credit assessments, trends, and strategies Investigative skills (curiosity) to develop an understanding of business strategies, trends, complex contracts, assessment of long-term obligations and organizational character among other aspects of our customers Ability to coherently articulate these strategies and financial concepts formulating fact-based conclusions and recommendations Prior experience managing/growing profitable portfolio of customers Negotiation experience with brokers and large, international, and national organizations Strong verbal and written communication skills


As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ().



  • Orange, California, United States Liberty Mutual Insurance Full time

    **About the Role**This is an excellent opportunity to join Liberty Mutual's Core Contract team as a Senior Surety Underwriter Leader in our Orange, CA office. As a key member of the team, you will be responsible for managing a team servicing the surety needs of customers within an assigned territory for our small contract book of business and generating...


  • Orange County, United States Brown & Brown Insurance Full time

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.Brown & Brown is Seeking an Underwriter to join our growing team in Irvine, CA.Under the supervision of the Operations Leader, the Underwriter facilitates client service, business retention and growth. This position...


  • Nassau County, United States C. Winchell Agency, Inc. Full time

    Senior Commercial UnderwriterProperty and Casualty Insurance IndustryNassau County, New YorkTired of commuting to NYC! Excellent opportunity with an established property and casualty insurance company looking for a qualified commercial underwriter with solid broker relationships throughout NY, NJ, PA and CT.Minimum 7 years’ experience in Commercial...


  • Orange, California, United States Disability Solutions Full time

    About the Role:We are seeking a highly skilled Bond Manager III to join our team at Liberty Mutual Surety. As a key member of our Core Contract team, you will be responsible for managing a team that services the surety needs of customers within an assigned territory.In this role, you will oversee the management of assigned staff and expenses to meet business...


  • orange county, United States Brown & Brown Insurance Full time

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.Brown & Brown is Seeking an Underwriter to join our growing team in Irvine, CA.Under the supervision of the Operations Leader, the Underwriter facilitates client service, business retention and growth. This position...


  • orange county, United States Brown & Brown Insurance Full time

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.Brown & Brown is Seeking an Underwriter to join our growing team in Irvine, CA.Under the supervision of the Operations Leader, the Underwriter facilitates client service, business retention and growth. This position...


  • Orange, United States Great American Insurance Group Full time

    Great American is one of the few carriers with a dedicated Property & Inland Marine Division and, in the industry segments it covers, with expertise second to none. From the underwriters to claims representatives, the focus is strictly on property and inland marine coverages. The team has an average of 19 years of industry experience, and is dedicated to...


  • Orange, United States Great American Insurance Group Full time

    Great American is one of the few carriers with a dedicated Property & Inland Marine Division and, in the industry segments it covers, with expertise second to none. From the underwriters to claims representatives, the focus is strictly on property and inland marine coverages. The team has an average of 19 years of industry experience, and is dedicated to...


  • Sussex County, United States bizjobz LLC Full time

    Our client is a highly successful and growing commercial insurance agency located in Sussex County, NJ. They are committed to delivering exceptional client care with honesty, integrity, and a strategic approach to business. As part of their growth, they are seeking a licensed and experienced Commercial Insurance Lines Account Manager to join their dynamic...


  • broward county, United States New Edge Associates a Talent Acquisition Firm Full time

    Job Summary:The Commercial Loan Officer will work closely with the Commercial Loan Manager to manage and grow the commercial loan portfolio, which includes income-producing properties across various industries, commercial loans, multifamily loans, and other real estate-secured loans. The role involves achieving goals, cross-selling the bank’s products, and...

  • Lender

    4 days ago


    Broward County, United States New Edge Associates a Talent Acquisition Firm Full time

    Job Summary:The Commercial Loan Officer will work closely with the Commercial Loan Manager to manage and grow the commercial loan portfolio, which includes income-producing properties across various industries, commercial loans, multifamily loans, and other real estate-secured loans. The role involves achieving goals, cross-selling the bank’s products, and...


  • Fairfield County, United States Hobson Associates Full time

    Join a leading independent, full-service national brokerage firm specializing in comprehensive insurance solutions for corporations, individuals, and families across a wide range of industries...Collaborate with a team boasting decades of expertise.Access top carriers and competitive rates.Make an impact with client-focused service.Enjoy competitive pay and...

  • Ag/Commercial Lender

    2 weeks ago


    Orange City, United States GPAC Full time

    A community bank is confidentially looking to add another member to their lending team. They are seeking an experienced Agriculture Lender to hit the ground running and be a valuable member to the team. This opportunity would be great for an individual who is searching for the flexibility and excellent culture this relationship-driven community bank...


  • orange county, United States Endeavor Agency Full time

    Endeavor Agency (www.endeavorCRE.com) is a commercial real estate talent agency providing high touch recruitment services throughout California and major western US cities. Endeavor has engaged with a privately held, growing real estate development and investment company seeking a Risk Manager. This is the principal person responsible for the insurance...

  • Risk Manager

    4 days ago


    Orange County, United States Endeavor Agency Full time

    Endeavor Agency (www.endeavorCRE.com) is a commercial real estate talent agency providing high touch recruitment services throughout California and major western US cities. Endeavor has engaged with a privately held, growing real estate development and investment company seeking a Risk Manager. This is the principal person responsible for the insurance...


  • Morris County, United States C. Winchell Agency, Inc. Full time

    D & O Claims CounselProperty and Casualty InsuranceMorris County NJThe Sr. Claims Business Advocate will manage and update the claim database for private company business and management insurance such as employment practices, directors and officers, fiduciary, crime, miscellaneous professional services and cyber coverages. Work as a point person to...

  • Investment Analyst

    4 days ago


    Middlesex County, United States The Axel Group, LLC Full time

    The Axel Group is seeking an Investment Analyst to join our client’s team out of Middlesex County, New Jersey. This reputable real estate firm develops, constructs, and manages commercial and industrial facilities for a diverse range of clients across New Jersey, Pennsylvania, and beyond!The Investment Analyst will support the Acquisition and Development...


  • Morris County, United States C. Winchell Agency, Inc. Full time

    Senior Bodily Representative/LitigationProperty and Casualty InsuranceMorris County NJThe ideal candidate will be responsible for the handling of 1st and 3rd party Bodily Injury claims for Personal Lines/Commercial Litigation. Initiate prompt contact of all insureds/claimants/witnesses on all new New Jersey Bodily Injury claim assignments to conduct thorough...


  • Washington County, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Operations Specialist I/ Customer service specialist. This is a 04+ Months Contract opportunity with long-term potential and is located in Virginia Drive, Fort Washington, PA (Onsite). Please review the job description below and contact me ASAP if you are interested.Job ID:24-50619Pay Range: $20 - $23/hour. Employee benefits...


  • Los Angeles County, United States Bryson Full time

    Bryson specializes in Employee Benefits, Retirement Planning, Property & Casualty, Life Insurance, and Wealth Management Services. We pride ourselves in delivering the Bryson WOW, which is our commitment to service excellence.Personal TouchAccountabilityResolutionIntellectual CapitalDelivering ValuePosition Purpose & FocusThe Property & Casualty Account...