UA Analyst - MM, Complex Casualty

Zurich Insurance•Addison, TX

5d•Hybrid

About The Position

Zurich North America is hiring a UA Analyst - Middle Market to join our team in Addison, TX. This role offers an opportunity to apply and strengthen your research and analytical skills while supporting Loss Sensitive underwriters across multiple lines of business with varying levels of complexity. While this role is located at our Addison, TX office, this position follows a hybrid schedule with 3 in‑office days per week. You will work with your manager to set a flexible schedule that supports both you and our Middle Market team.

Requirements

Bachelor's degree and 2+ years of experience in Insurance, Underwriting, or Market FacingOR
Zurich Certified Insurance Apprentice (with Associates Degree) and 2+ years of experienceOR
High School Diploma or equivalent and 4+ years of experience in Insurance, Underwriting, or Market FacingAND
Knowledge of the insurance industry and regulatory environment
Experience in data collection and analysis
Experience with insurance processing, rating, and policy management systems
Customer service background
Problem-solving experience
Experience servicing portfolios across multiple lines of business
Proficiency with Microsoft Office

Nice To Haves

Agility and adaptability
Strong critical, conceptual, and abstract thinking skills
Broad insurance industry knowledge, including philosophy and techniques
Foundational understanding of coverage and rating concepts, rating plans, and regulations for Loss Sensitive programs
High attention to detail for data preparation, data hygiene, and initial risk analysis
Strong communication (verbal/written) and active listening skills
Basic-Intermediate Excel skills (sorting, filtering, formulas, pivot tables)
Working knowledge of insurance processing, rating, and policy systems

Responsibilities

Analyze risk exposures by reviewing risk controls, loss history, financial condition, and other key information to support underwriting decisions regarding submission acceptance or declination. May execute underwriting actions within established risk appetite.
Assist underwriters by evaluating and recommending inputs related to policy rating, pricing, policy construction, coverages, exclusions, and required forms to ensure accurate quoting and issuance. Execute tasks according to standard operating procedures (SOPs).
Proactively identify information needs, seeking alternative and relevant data sources through underwriting tools to improve risk understanding. Track contingencies, issue binders and endorsements, invoice as needed, and coordinate with internal service units (e.g., rating, billing).
Maintain electronic file documentation, ensuring accuracy, regulatory compliance, and audit‑ready condition.
Lead account servicing activities—both independently and in partnership with underwriters—for new business, renewals, and endorsements on more complex accounts.
Engage with brokers, agents, distributors, and customers, conducting planned and well-prepared interactions and on‑site visits related to servicing matters. Build strong working relationships across internal teams and with broker partners.
Support and mentor team members by providing coaching, problem-solving assistance on complex transactions, and context behind solutions to aid development.
Participate in special projects as assigned.