Underwriter

• Independently underwrites complex and high-severity professional liability risks within granted authority and established guidelines
• Evaluates risk characteristics, coverage structures, pricing, and terms to support profitable and sustainable growth
• Provides technical input into underwriting guidelines, policy forms, endorsements, and rating tools
• Reviews non-standard or escalated submissions and provides expert recommendations
• Participates in claim reviews and applies claim learnings to underwriting decision-making
• Maintains accountability for the performance of the assigned book of business
• Reviews portfolio, rate, retention, and loss trends; identifies emerging risks or opportunities
• Recommends underwriting actions or adjustments to appetite, terms, or pricing based on market and portfolio insight
• Partners with underwriting leadership to support financial targets and portfolio objectives
• Develops and manages strong working relationships with key brokers, producers, and customers
• Serves as a senior technical and market-facing representative of TDCSU
• Supports new business development efforts through technical credibility, responsiveness, and consultative engagement
• Participates in broker meetings, presentations, and market visits as needed
• Contributes underwriting expertise to product development, segment strategy, and planning efforts
• Provides informed insight to underwriting leadership regarding market conditions, competition, and emerging trends
• Collaborates cross-functionally with claims, operations, actuarial, and distribution partners to support underwriting outcomes
• Promotes strong underwriting discipline and consistency across the organization
• Demonstrates and promotes TDC values and professional standards
• Serves as an informal mentor and technical resource to peers and junior underwriters
• Shares best practices, underwriting judgment, and market insights to elevate overall underwriting capability
• Fosters a collaborative, high-performance underwriting culture

VP Underwriting

• Achieving earnings, persistency, growth, service and expense objectives within South Texas
• Assisting/developing and achieving business plans
• Setting strategic direction and managing/developing an Underwriting staff
• Meeting key brokers, sales offices and target clients to assess market trends
• Developing strategic focus and adjusting market goals as necessary
• Assisting in broker/client development and handling high risk major impact negotiations directly
• Responsibilities span all products offered including specialty products

Risk & Underwriting Manager

• Lead development and execution of the Captives underwriting strategic plan and operating routines.
• Drive underwriting excellence through clear appetite, authority, referral governance, and quality assurance.
• Partner with Operations, Finance, Actuarial, Claims, Risk Engineering, Credit Risk, and Reinsurance Accounting partners to improve end-to-end outcomes.
• Advance data, dashboarding, and forecasting capabilities to strengthen portfolio decisions and growth execution.
• Champion technology modernization and workflow simplification to increase underwriter capacity and scalability.
• Build and sustain a talent model that develops loss-sensitive expertise and mitigates key-person and retirement risk.
• Own (with Captives business leadership) the operating plan results for the Captives portfolio (rate achievement, retention, new business, and profitability).
• Develop execution strategies to deliver plan commitments and monitor trends to proactively address variances in financial results.

Captives Underwriting Officer

• Lead and support a high-performing team responsible for underwriting and selling profitable Stop Loss business.
• Partner with Actuarial, Underwriting and Advanced Analytics leadership to design and execute strategies aligned with business goals.
• Build strong relationships with Sales and Distribution teams to support strategic growth and retention efforts.
• Hire, develop, and retain top underwriting talent; foster a culture of learning, performance, and accountability.
• Support in departmental and team projects.
• Serve as a technical expert and advisor on complex underwriting cases.
• Drive consistency and compliance in underwriting practices and procedures.
• Support broker meetings and client engagements to help deliver Sun Life’s value proposition.
• Continuously evaluate and improve underwriting approaches through training, quality reviews, and feedback loops.
• Champion a high-performance culture through clear goals, accountability, and recognition.

Associate Director, Underwriting

• Execute quality reviews by reconstructing Employee Benefits underwriting cases to validate adherence to compliance and regulatory standards, pricing protocols, underwriting standards, documentation protocols and guidelines.
• Perform targeted audits on emerging trends, areas of concern or process changes to inform Risk Management practices and guidelines.
• Complete root cause analysis on quality reviews and audit results by evaluating data for quality trends and opportunities from multiple sources including, but not limited to independently run reports.
• Deliver meaningful feedback in a respectable manner to Underwriters and or their leaders when reporting Quality results, trends, and recommendations.
• Support Strategic Reserve by underwriting cases during peak periods; collaborate effectively with business customers (Underwriting & Sales) to meet customer deadlines.
• Identify learning opportunities based on quality findings: prepare and present training materials when applicable.
• Lead or participate in strategic initiatives exhibiting thought leadership by providing insightful input and expertise to influence and deliver optimal business outcomes.
• Function as an Underwriting Subject Matter Expert: stay current with guideline, best practice, tool and system enhancements.
• Competently articulate enhancements to Underwriters to ensure consistency across the organization when deviations are identified.
• Effectively coach and mentor Underwriters, provide insightful and comprehensive consultations, tailor conversations based on individual needs to instill expertise among our Underwriting organization.
• Manage own time and workload efficiently: balance multiple priorities to fulfill all commitments within established timeframes.

Quality Underwriting Consultant

• Successfully complete applicable market new hire training and certification.
• Learn to manage multi-state, multi-line accounts throughout their lifecycle, including rating/pricing, quoting, issuing policies, and handling related account activities.
• Build and maintain strong working relationships with teammates, business partners and agents.
• Learn standardized workflows and state compliance guidelines to understand business processes.
• Analyze multiple sources of information to make sound decisions.
• Develop critical thinking and decision-making skills to enhance business partner and customer confidence.
• Execute service level commitments and deliver quality products in a timely manner.
• Perform other duties as assigned.

Underwriting Associate, Account Specialist – Middle Market Field

• Provide high-quality service to internal and external customers
• Monitor departmental inboxes and set up new and renewal submissions in systems on time
• Create and maintain electronic files; track completion to support audit compliance
• Analyze contracts and review underwriting documents to capture agreed terms accurately in systems
• Partner with underwriters to meet monthly deadlines and ensure premium is processed and booked
• Process premium adjustments and cancellations
• Follow up with underwriters to obtain missing or final documentation
• Complete quality reviews as assigned
• Support the annual self-audit process
• Use sound judgment to troubleshoot and resolve inquiries, including accounting and claims requests
• Identify process improvements and support system enhancements, including User Acceptance Testing
• Participate in special projects as needed
• Collaborate across teams to drive process optimization and continuous improvement
• Continuously build skills and knowledge to better support the business

Senior Technical Underwriting Assistant – Reinsurance

• Preparing term sheets for early-stage deals and assisting with presentation materials when needed.
• Managing deal structuring negotiations, leading borrowers and senior lenders through how PACE can be a value-add in development project capital stacks.
• Leveraging third-party market research, such as CoStar, to support underwriting assumptions.
• Identifying transaction risks and tracking exceptions to Nuveen Green Capital’s underwriting criteria.
• Drafting and presenting credit memos to obtain credit approval, interfacing with Nuveen Green Capital’s credit team to troubleshoot underwriting concerns.
• Completing loan files accurately and thoroughly.
• Leading a diverse pipeline of C-PACE projects of various complexity, triaging and prioritizing the most impactful next steps for the overall pipeline.
• Communicating internally with originations, credit, legal, and asset management teams and externally with clients and partners to keep the deal team on track for key milestones and closing.
• Working with mortgage holders (where applicable) to gain consent for C-PACE financing.
• Supporting relationships with developers, brokers, mortgage lenders and other industry stakeholders.
• Preparing for client meetings, including development of background material and presentations.
• Increasing market awareness of Nuveen Green Capital.
• Going above and beyond to ensure a positive customer experience, creatively solving challenging problems, and enthusiastically supporting Nuveen Green Capital’s mission to be the Lender of Choice for our clients and partners.
• Coaching and reviewing the work of lower level professionals to ensure high-quality and timely completion of projects.

Associate Director, CPACE Underwriting Transaction Management

• Direct the underwriting strategy by supervising new business, managing renewals, and evaluating the ongoing performance of the book of business
• Lead, cultivate, and motivate a team of accomplished underwriting professionals to achieve high performance
• Implement leadership best practices, including regular one-on-one meetings, mentorship initiatives, and performance calibration processes
• Collaborate with Sales, Actuarial, Product, Finance, Legal, and Operations teams to advance go-to-market strategies, ensuring underwriting discipline is upheld throughout the process
• Performs other duties as assigned.

Underwriting Director – Alternative Distribution

• Manages the work activities, performance, and professional development of the underwriting department, including leading and supporting a geographically dispersed remote team.
• Manage agency relationships and book management.
• Coach underwriting leaders, mentor underwriters, and contribute to the design and delivery of underwriting training programs; travel is required.
• Makes recommendations on underwriting policy and pricing strategy to Business Unit Lead.
• Reviews and manages the application of underwriting policy and pricing for all risks.
• Drive key initiatives and business strategies.
• Represent the organization at key industry events and conduct agency visits.
• Partner with the Product department to develop new products and enhance underwriting approaches.
• Work with the Claims team to review large loss reports and take corrective action when necessary.
• Work with the Actuarial team to review pricing, underwriting results, and portfolio performance.
• Coordinate with the Marketing team to communicate value propositions and underwriting messages to agency partners.
• Stay current on state and territory regulatory requirements, industry activity, and market trends.
• Lead and participate in projects as assigned.
• Perform other duties as needed.

Underwriting Manager

• Responsible for sorting, routing, and processing all incoming and outgoing mail
• Types and proofreads documents as needed
• Scans and attaches documentation into underwriting system
• Orders various reports, such as MVR’s and ISO rate surveys, as applicable
• Processes policy filings, cancellation notices, reinstatement notices, and other insurance-related documents as required, while adhering to time service standards
• Handles conditional renewal notices processing in accordance with state requirements
• Processes incoming new business submissions, while adhering to time service standards
• Processes incoming endorsement requests, including referrals to underwriting and may process basic endorsement transactions
• Assists with special projects as needed

Underwriting Assistant – Operations

• Build relationships and collaborate with cross functional business partners
• Successfully execute, manage and communicate procedural change
• Establish and maintain processes, system, and tool guidance
• Participate in scheduled Prioritization Meetings and Sprint Reviews
• Provide UAT testing support
• Identify areas for process improvement
• Advocate for Voice of Customer (VOC)
• Create and publish communications for customers
• Facilitate problem-solving and collaboration between underwriting and other departments
• Improve consistency of underwriting guidelines and ensure compliance

Business Consultant – Underwriting Best Practices, Employee Benefits

• Calculates proposed rates for large complex prospective cases based on thorough analysis of other carrier experience, location, demographics, etc.
• Coordinates with other departments to ensure accuracy and consistency of overall account reporting.
• Performs post-sale reviews.
• Prepares or supervises preparation of annual settlements, ERISA reports, rate projections, or benefit change increments and decrements.
• Surveys existing product portfolios by market, monitors sales results, trends and needs, recommends product portfolio changes.
• Assists in establishing rating and administrative procedures.
• Participates in major multi-functional teams as underwriting representative.
• Assists in the technical development of underwriting associates.

Senior Group Underwriting Consultant

• Manages underwriting functions to include all pre- and/or post-sale underwriting, renewal processing, policy issuance, and changes for Core Product lines.
• Builds a highly motivated and technically competent staff.
• Provides effective leadership, training, motivation, career development, and performance management.
• Prepares underwriters for presentations with senior leadership.
• Monitors key metrics and provides insightful analysis to ensure business goals are met.
• Assists in preparation of salary and budget plans.
• Assists senior management in setting overall strategic direction.
• Maintains a standard of service to ensure attraction and retention of profitable business.
• Assists Sales/Marketing in promoting products and services.
• Monitors competitive information. Recommendations or institutes necessary changes to products and/or underwriting guidelines/pricing to ensure growth.
• Contributes to goals tied to new business pricing levels, inforce book management, and business partnership.

Assistant Director of Underwriting

• Calculates renewal rates for large complex cases based on thorough analysis of experience, location, demographics, etc.
• Determines and provides guidance to medical underwriters concerning the risk selection of applicants applying for individual health coverage.
• Coordinates with other departments to ensure accuracy and consistency of overall account reporting.
• Proposes rates for prospective business utilizing a combination of other carrier experience, demographic data and manual rates.
• Performs post-sale reviews.
• Surveys existing product portfolios by market, monitors sales results, trends and needs, recommends product portfolio changes.
• Assists in establishing rating and administrative procedures.
• Participates in major multi-functional teams as underwriting representative.
• Assists in the technical development of underwriting associates, which may include monitoring reports and work flow to provide recommendations on productivity and efficiency improvements.
• Updates and monitors departmental processes and procedures in compliance with system, regulatory and business requirements.

Senior Stop Loss Group Underwriting Consultant

• Calculates renewal rates for large complex cases based on thorough analysis of experience, location, demographics, etc.
• Determines and provides guidance to medical underwriters concerning the risk selection of applicants applying for individual health coverage.
• Coordinates with other departments to ensure accuracy and consistency of overall account reporting.
• Proposes rates for prospective business utilizing a combination of other carrier experience, demographic data and manual rates.
• Performs post-sale reviews.
• Prepares or supervises preparation of annual settlements, ERISA reports, rate projections, or benefit change increments and decrements.
• Surveys existing product portfolios by market, monitors sales results, trends and needs, recommends product portfolio changes.
• Assists in establishing rating and administrative procedures.
• Participates in major multi-functional teams as underwriting representative.
• Assists in the technical development of underwriting associates, which may include monitoring reports and workflow to provide recommendations on productivity and efficiency improvements.
• Updates and monitors departmental processes and procedures in compliance with system, regulatory and business requirements.

Group Underwriting Consultant

• Calculates renewal rates for large complex cases based on thorough analysis of experience, location, demographics, etc.
• Determines and provides guidance to medical underwriters concerning the risk selection of applicants applying for individual health coverage.
• Coordinates with other departments to ensure accuracy and consistency of overall account reporting.
• Proposes rates for prospective business utilizing a combination of other carrier experience, demographic data and manual rates.
• Performs post-sale reviews.
• Surveys existing product portfolios by market, monitors sales results, trends and needs, recommends product portfolio changes.
• Assists in establishing rating and administrative procedures.
• Participates in major multi-functional teams as underwriting representative.
• Assists in the technical development of underwriting associates, which may include monitoring reports and workflow to provide recommendations on productivity and efficiency improvements.
• Updates and monitors departmental processes and procedures in compliance with system, regulatory and business requirements.

Stop Loss Group Underwriting Consultant

• Lead underwriting strategy and governance for National Accounts
• Ensure disciplined risk selection and pricing across Group Life, AD&D, STD/LTD, PFML/Statutory Disability, and fee based arrangements
• Monitor portfolio performance to achieve National Account sales, profitability, and persistency objectives
• Build, develop, and engage a high-performing team of experienced underwriting professionals
• Partner with Sales, Actuarial, Product, Finance, Legal, and Operations to support customer solutions and underwriting outcomes
• Champion continuous improvement in underwriting execution, service delivery, and talent utilization

Director of Underwriting, Employee Benefits

• Organize submission intake.
• Work closely with the underwriting team to gather necessary information and assess risk factors.
• Collaborate with senior underwriters to evaluate and assess risks.
• Conduct due diligence and research as necessary.
• Collaborate with the actuarial team to draft comprehensive transaction memos for reinsurance transactions.
• Summarize key information, risks, and recommended actions for decision-making.
• Assist in the review of contracts and trust agreements related to reinsurance transactions.
• Provide support in operations, surveillance, and claims processes as needed.
• Help cultivate and maintain certain relationships with brokers and cedants to enhance business partnerships.
• Support the initial screening and underwriting process for new transactions.
• Collaborate with relevant teams to address and resolve issues in a timely manner.
• Contribute to research initiatives aimed at identifying new lines of business.
• Stay updated on industry trends and provide insights to enhance business strategies.

Reinsurance Underwriting Associate

• Play a key role in adapting, monitoring, and implementing the market strategy with Market leadership
• Share market P&L accountability for the local market with MP and market’s Sr DRM/Managing Director
• Build and maintain working knowledge of all lines of business operating within the market
• Support management process that measures and analyzes results and minimizes the impact of variances
• Study financial trends to identify opportunities
• Work with Sr DRM/Managing Director to create financial planning
• Hold matrix and market partners accountable to ensure targets are achieved
• Provide useful risk and financial insights to make better decisions
• Develop and co-own execution of multi-year strategic business plan
• Hire and retain top grade talent and develop the team

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