Senior Underwriter/Team Lead

Chubb•Walnut Creek, CA

About The Position

Chubb is seeking a Private/Not for Profit (PNP) SR Underwriter Team Lead to support the execution of growth and underwriting business strategies by implementing established action plans and goals for the Walnut Creek Branch. This Team Lead will work within the local branch and Financial Lines teams to achieve profitable underwriting results through the growth, development, servicing, and underwriting of Private, Not-for-Profit business of all sizes. Walnut Creek has a sizeable Financial Lines premium footprint produced from over 100 agents in the geography. The position will report to the Walnut Creek Financial Lines Branch Manager and will have 2 direct reports. As a key member of the local team, the Walnut Creek Underwriter Team Lead will also support local cross-sell activities. Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.

Responsibilities

Contributes to achieving New and Renewal business goals as outlined in the Financial Lines Branch plan.
Supports P&L accountability, including responsibility for premium, profitability, growth, retention, and expense plans/results. This may include providing input for weekly projections/forecasts and participating in business and budget planning produced by the branch, including the renewal servicing branch in Connecticut.
Ensures profitability through underwriting integrity by meeting all underwriting standards as outlined by Financial Lines Home Office and all applicable Underwriting Guidelines, Authorities, Playbooks, and Position Papers, including: Risk Selection Pricing & Attachments, including Rate Change Goals Terms & Conditions Manuscript Form & Endorsement processes File Construction and documentation
Meets regularly with 2 direct reports to offer and solicit feedback regarding performance, business results, key deliverables, and best practices.
Works closely with the team to coach and mentor through market changes.
Coaches and mentors underwriting team through account referral process, adjusting to various skill sets.
Takes an active role in direct reports’ development and growth.
Helps develop, utilize, and retain high-potential employees.
Supports identification of key external talent through marketplace interaction.
Participates in the talent management process during mid-year and year-end review periods.
Partners with the Regional Chubb team to enhance producer relationships and results.
Supports new business development, including target account responsibilities.
Implements sales management processes, including business plans for key producers.
Collaborates with other business units to drive growth and implement cross-sell strategies within Financial Lines and across Commercial Insurance.
Works with the Underwriting Service Branch to maximize efficiency of qualifying business; leverages New Business Service team and online quoting capabilities to enhance efficiency and support new business generation; pursues Small Commercial Financial Lines business in conjunction with Small Commercial sales reps embedded locally or within the region.
Represents Financial Lines in the marketplace among brokers, customers, competitors, and industry organizations; must be able to play a key leadership role accordingly.
Supports recruitment, management, development, retention, and effective deployment of staff.
Aligns staff resources to adapt to changes.
Helps oversee workflows, staffing resources, and appropriate application of technology to ensure efficient, cost-effective field operation.
Supports the development of Underwriting Associates to ensure full utilization of our operating model.
Ensures completion of all phases of the performance management process for direct reports.