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Zurich Insurance

Global insurer providing property, casualty, life

Underwriting Specialist OR Executive Underwriter Umbrella Excess Casualty

UnderwritingUpdated on Nov 14
Full-timeDallas, TX, USA$79.6k - $172.3k

About the Job

Requirements

  • For the Underwriting Specialist level, a high school diploma or equivalent and at least 3 years of experience in underwriting or a market-facing area; alternatively, a Zurich Certified Insurance Apprentice program including an associate degree and at least 1 year in underwriting or a market-facing area; alternatively, that apprenticeship and associate degree with at least 4 years in claims or underwriting support.
  • For the Underwriting Specialist level, knowledge of lines of business and applicable legal and regulatory guidelines; knowledge of time constraints for quoting new and renewal business; and experience with Microsoft Office.
  • For the Executive Underwriter level, a high school diploma or equivalent and at least 5 years of experience in commercial underwriting, brokerage, or a market-facing area; alternatively, a high school diploma or equivalent and at least 10 years in claims or underwriting support; alternatively, a Zurich-approved apprenticeship program including an associate degree and at least 3 years in underwriting or a market-facing area; alternatively, that apprenticeship and associate degree with at least 8 years in claims or underwriting support.
  • For the Executive Underwriter level, knowledge of Microsoft Office; experience working within time constraints for quotes on new and renewal business; and experience working in a team environment.

Responsibilities

  • Proactively seek renewal and new account opportunities.
  • Complete detailed opportunity assessments with key distributors to identify growth opportunities.
  • Qualify accounts to align with the organization's appetite while balancing sound business opportunity.
  • Make planned, well-prepared calls with agents, brokers, and customers, both in person and on site.
  • Negotiate terms and conditions and close deals.
  • Cross-sell other lines of business to increase product density within accounts.
  • Participate in sales team meetings relating to assigned brokers or territories.
  • Proactively engage in the target account process by managing a qualified list of opportunities 90 to 120 days before the effective date.
  • Update required systems with broker or client visit details and account status within the specified time frame.
  • Serve as the key contact for assigned target accounts.
  • Develop strong broker and client networks related to industries underwritten by the business unit.
  • Accurately calculate target price using underwriting tools appropriately.
  • Underwrite new and renewal business under limited direction, using The Zurich Way of Underwriting Framework within delegated authority levels on highly complex accounts.

Desired Qualifications

  • A bachelor's degree.
  • Chartered Property Casualty Underwriter (CPCU) designation.
  • Advanced knowledge of Umbrella/Excess Casualty product lines.
  • Knowledge of Primary Casualty and loss-sensitive accounts.
  • Strong broker/customer relationships.
  • Excellent communication skills.
  • Excellent relationship-building skills.
  • Strong presentation skills.
  • Results-oriented approach.
  • Experience underwriting property and casualty (P&C) lines.

About the Company

Zurich Insurance

Global insurer providing property, casualty, life

Zurich Insurance Group provides global multi-line insurance for individuals, families, small and mid-sized businesses, public entities, and multinational corporations in more than 200 countries. Its Property & Casualty arm covers personal lines like car and home, plus a wide range of commercial coverages (property, casualty, motor fleet, marine, construction, energy, financial lines, international programs); its Life business offers protection, savings, retirement, and unit-linked products. The Farmers Group manages Farmers Exchanges in the United States. The company also provides risk engineering and prevention services to help customers reduce risk and build climate resilience, with products sold through agents, brokers, bank partners, and direct channels. Its goal is to provide financial protection and risk management solutions that help customers manage uncertainty and build resilience over the long term.

Company size
10,001+
Company stage
IPO
Headquarters
Zurich, Switzerland
Founded
1872

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