Underwriting Specialist – Middle Market Private Equity

CNA Insurance

Underwriting Specialist at CNA focusing on underwriting risks for Middle Market Private Equity. Responsible for analyzing applications, determining risk acceptability, and developing agency relationships.

Posted 4/16/2026full-timeWalnut Creek • California • 🇺🇸 United StatesMid-LevelSenior💰 $54,000 - $103,000 per yearWebsite

About the role

Key responsibilities & impact

Performs a combination of duties in accordance with departmental guidelines: Reviews applications and financial requirements for risks requiring complex underwriting skills.
Determines acceptability of risk in accordance with company guidelines and standards.
Determines the need for additional evidence of insurability and appropriate strategy.
Determines appropriate pricing based on financial and competitive analysis in line with compliance requirements.
Prepares quotes and answers questions from agencies, policyholders or other external contacts and escalates issues to management along with proposed solutions as necessary.
Negotiates with agents to reach positive and profitable outcomes.
Notifies agencies of adverse underwriting decisions, rate appeals, underwriting requirements, status and declinations.
Analyzes quality, quantity, and profitability of risks underwritten and prepares reports for management review.
Markets products and services through agencies or through the brokerage community and makes field visits.
Develops and maintains agency and/or broker relationships.
May provide guidance and assistance to other underwriters and to other functional areas, particularly when related to cross-sell opportunities.

Requirements

What you’ll need

Bachelor's degree or equivalent experience
Typically a minimum three to five years underwriting experience
Advanced knowledge of underwriting and insurance industry theories and practices
Demonstrated high level of technical expertise and product specific knowledge
Strong interpersonal, communication and negotiation skills
Ability to effectively interact with all levels of CNA's internal and external business partners
Ability to work independently
Strong analytical and problem solving skills
Ability to exercise independent judgment and to make critical business decisions effectively
Knowledge of Microsoft Office Suite as well as other business-related software
Demonstrated leadership skills.

Benefits

Comp & perks

CNA offers a comprehensive and competitive benefits package to help our employees – and their family members – achieve their physical, financial, emotional and social wellbeing goals.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

underwritingfinancial analysisrisk assessmentpricing strategyreport preparationnegotiationcross-sellingtechnical expertiseproduct knowledgecompliance

Soft Skills

interpersonal skillscommunication skillsnegotiation skillsanalytical skillsproblem solvingindependent judgmentdecision makingleadership skillsrelationship managementindependence

Certifications

Bachelor's degree