Financial Planning Analyst Intern
Sierra Nevada Corporation
Director of Underwriting – Surety
Western National Insurance
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $138,000 - $197,000 per year
Job Level
Lead
About the role
- Develops and implements underwriting strategies to achieve a balanced, profitable, quality book of surety business
- Selects, coaches, develops, and retains staff to achieve company, departmental, and individual goals
- Serves as a referral underwriter for underwriting staff and provides feedback and technical guidance
- May serve as a technical expert for surety-related systems and processes, working with IT on system and process improvements
- Establishes, delegates, and maintains underwriting authorities for underwriting staff
- Builds and maintains strong agency relationships and effectively manages underwriting and marketing staff to achieve growth and profitability goals
- Frequent travel (by car and plane) up to 50%, including overnight and weekend travel; visits assigned and prospect agencies and key accounts
- Travels to meet with remote underwriters and managers quarterly to develop territory and staffing
- Develops strategies to seize and develop new market opportunities and expand agency relationships throughout licensed states
- Networks within the insurance/surety community and attends industry events
- Develops, reviews, analyzes, and prepares periodic reports on regional operations and takes appropriate underwriting and rate actions
- Participates in initiatives to develop and improve processes and policies and interprets and executes policies within authority level
- Establishes account credit lines and individual bonds within assigned authority level
- Utilizes specialized knowledge and creative resources to find solutions and articulates them to others
- Performs special projects and other duties as assigned
- Consistently acts according to customer experience standards, including responding quickly, maintaining a positive attitude, building rapport, demonstrating empathy, and taking ownership to resolve issues
Requirements
- High degree of knowledge in surety, with extensive knowledge and understanding of contract and commercial surety underwriting
- Financial and risk management analytical skills
- Effective surety marketing skills
- Ability to travel up to 50% of the time
- Ability to multitask and solve complex problems
- Demonstrated ability to coach, direct, and develop individuals
- Proven ability to communicate with individuals at all levels of an organization
- Excellent negotiation and resolution skills, with a strong ability to build and maintain relationships
- Demonstrated advanced organization and prioritization skills and ability to accomplish multiple priorities
- Demonstrated ability to communicate clearly and effectively both verbally and in writing
- Strong entrepreneurial skills and strong initiative
- Proficient use of various core systems, office and computer equipment, and software packages
- Bachelor’s degree in accounting, finance, or related business field, or equivalent related experience
- Applicants must be authorized to work for any employer in the U.S. (no visa sponsorship)
