Underwriting Specialist OR Executive Underwriter Umbrella Excess Casualty
Addison, Texas, United States · Hybrid
$80k–$172k/yr
Senior
Zurich is seeking an Underwriting Specialist OR Executive Underwriter, Umbrella Excess Casualty for our National Accounts Large Property Underwriting team in our Dallas office. While this position will be based out of a …
Skills: Underwriting, Umbrella Excess Casualty, Risk management, Negotiation, Relationship building
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Underwriting Specialist OR Executive Underwriter Umbrella Excess Casualty
The role involves underwriting new and renewal business for complex Umbrella Excess Casualty accounts while maintaining strong relationships with brokers and customers. Responsibilities include negotiating terms, identifying growth opportunities, and managing a qualified list of target accounts.
Requirements
Candidates must have a high school diploma or equivalent and at least 3 to 5 years of experience in underwriting or market-facing roles depending on the level. Proficiency in Microsoft Office and knowledge of legal and regulatory guidelines for insurance lines are required.
Full job description
Zurich is seeking an Underwriting Specialist OR Executive Underwriter, Umbrella Excess Casualty for our National Accounts Large Property Underwriting team in our Dallas office. While this position will be based out of a Zurich office, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers and be in the office/market three days per week.
As an Umbrella Excess Casualty Underwriter at Zurich you will have the opportunity to grow and develop your career as a member of seasoned and dynamic team. You will be underwriting new and renewal business, under limited direction, utilizing The Zurich Way of Underwriting Framework within delegated authority levels on highly complex accounts. We focus strongly on our customers and are seeking someone with the ability to develop exceptional relationships and a strong market facing presence. Experience with underwriting P&C lines is preferred.
This role will be filled at either the Underwriting Specialist or Executive Underwriter level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position.
Our Umbrella Excess Casualty Underwriters are responsible for:
Proactively seek renewal and new account opportunities.
Complete detailed opportunity assessment with key distributors to identify growth opportunities.
Qualify accounts to meet with the organization's appetite, balanced with sound business opportunity.
Make agent/broker/customer and on-sight calls with a planned and well-prepared purpose.
Negotiate Terms & Conditions and close deals.
Cross-Sell other lines of business to increase product density with the account.
Participate in Sales Team meeting as related to assigned brokers and / or territory.
Proactively engage in the target account process, managing a qualified list of opportunities 90 to 120 days prior to effective date.
Update required systems with details of broker / client visits and account status within specified time frame.
Serve as key contact for assigned target accounts.
Develop strong broker and client networks as related to industries underwritten by Business Unit.
Calculate Target Price accurately by utilizing underwriting tools appropriately.
Basic Qualifications: Underwriting Specialist:
High School Diploma or Equivalent and 3 or more years of experience in the Underwriting or Market Facing area. OR
Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience in the Underwriting or Market Facing area OR
Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Claims or Underwriting Support area AND
Knowledge of line/s of business and the legal and regulatory guidelines
Knowledge of time restraints for quotes on new and renewal business
Experience with Microsoft Office
OR
Basic Qualifications - Executive Underwriter:
High School Diploma or Equivalent and 5 or more years of experience in commercial underwriting or brokerage or market facing area OR
High School Diploma or equivalent and 10 or more years of experience in the claims or underwriting support area OR
Zurich approved Apprenticeship program including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR
Zurich approved Apprenticeship program including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area
Knowledge of Microsoft Office
Experience working on time restraints for quotes on new and renewal business
Experience working in a team environment
Preferred Qualifications:
Bachelors Degree
CPCU
Advanced knowledge of Umbrella/Excess Casualty product lines
Knowledge of Primary Casualty and loss sensitive accounts
Strong broker/customer relationships
Excellent communication skills
Excellent skills in relationship building
Strong presentation skills
Results oriented
Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The combined salary range for this position is $79,600.00 - $172,300.00. The proposed salary range for the Underwriting Specialist is $79,600.00 - $130,300.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Executive Underwriter is $105,200.00 - $172,300.00, with short-term incentive bonus eligibility set at 15%.
We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards here.]
Why Zurich?
At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®.
Join us for a brighter future—for yourself and our customers.
Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets.
Zurich complies with 18 U.S. Code § 1033.
Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal.
Location(s): AM - Addison, AM - Dallas Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No
Founded 150 years ago, Zurich Insurance Group (Zurich) is a leading multi-line insurer serving about 60 million customers – both people and businesses – in more than 200 countries and territories.
Zurich Canada has been a leader in the Canadian commercial insurance market for over 100 years. With over 850 employees in offices across the country, we combine global reach with local service and knowledge. Through a thoughtful and transparent approach, our dedicated regional teams help mitigate and manage risks and build resilience to better protect businesses.
We reserve the right to review and delete any posts or comments, or report users if they violate Zurich Canada’s Rules of Conduct or LinkedIn's Terms of Service. English: http://bit.ly/2tkAta0.
Fondé il y a 150 ans, Zurich Insurance Group (Zurich) est un assureur multirisque de premier plan au service d’environ 60 millions de clients — des particuliers et des entreprises — dans plus de 200 pays et territoires.
Zurich Canada est un chef de file de l’assurance commerciale au Canada depuis 100 ans. Avec plus de 500 employés dans des bureaux partout au pays, nous combinons une portée mondiale avec des connaissances et des services locaux. Grâce à une approche réfléchie et transparente, nos équipes régionales spécialisées aident à atténuer et à gérer les risques ainsi qu’à renforcer la résilience afin de mieux protéger les entreprises.
Nous nous réservons le droit de passer en revue et de supprimer tout message ou commentaire, et de signaler les utilisateurs qui enfreignent les règles de conduite de Zurich Canada ou les conditions d’utilisation de LinkedIn. Français: http://bit.ly/2I8dcCn.
Offices: First Canadian Place, 100 King Street West Suite 5500, P.O. Box 290, Toronto, ONTARIO M5X 1C9, CA
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