Underwriter

• Reviews applications and financial information to assess risk acceptability in alignment with CNA guidelines
• Applies pricing methodology and predictive modeling tools to evaluate risk and determine appropriate pricing
• Utilizes underwriting tools (e.g., RST, BPMT, Merlin) and adheres to established disciplines and strategies
• Demonstrates technical expertise through thoughtful account analysis and thorough documentation
• Analyzes and communicates underwriting decisions, including rate actions, requirements, and declinations
• Maintains strong underwriting discipline, including CAT management and exposure controls
• Manages an assigned portfolio to achieve goals around premium, profitability, rate, retention, and product mix
• Allocates time and resources strategically to optimize producer performance
• Builds and maintains disciplined sales practices using CNA tools, including Salesforce
• Develops strong producer relationships to drive pipeline, insights, and performance
• Identifies and executes cross-sell opportunities in partnership with underwriting peers

Underwriting Consultant – Technology, P&C

• Select, price and develop coverage terms for small commercial lines accounts to achieve profitable underwriting results and assist with providing leadership, support and coaching for the underwriting function
• Review new business applications to evaluate degree of risk involved
• Accept or decline risks based on company’s underwriting policies
• Review application for completeness
• Contact agents for missing or incomplete information
• Using sound underwriting judgment and technical skills, and continued personal development to meet the company goals of quality and timeliness
• Assist data entry unit on the processing of new business, renewals, policy changes and all other related transactions
• Interpret insurance coverage’s for agents and insureds; answer telephone inquiries from agents and insureds regarding coverages and pricing
• Maintain and establish good working relationship with agents and communicate underwriting decisions to agents and insureds
• Review policy renewal information to determine if properly priced based on exposure; determine if policy should be renewed based on company criteria
• Review and approval all policy changes submitted
• Assist other functions or departments with enhancing and developing existing products in order to enhance the underwriting process

Small Business Underwriting Assistant

Underwriting Assistant

• Supports first-line credit underwriting and portfolio management
• Supervises a team of underwriters and credit analysts
• Oversees risk grading, loan evaluation, and portfolio monitoring
• Identifies potential risks and trends using data-driven insights
• Collaborates with sales, risk, and credit teams
• Implements credit strategies and streamlines underwriting processes
• Ensures compliance with internal policies and regulatory requirements
• Assists in developing and mentoring team members

Credit Products Manager / ACH Underwriting Manager

• Prepares and approves renewals for accounts within authority limit with a focus on long term profitability, retention and achieving branch and company pricing goals
• Based on branch established guidelines, leverages negotiation skills to obtain adequate rate
• Reviews account information, including coverage details, claims history, and any relevant updates or changes
• Evaluates the risk profile of each account and assesses its eligibility for renewal based on established underwriting guidelines
• For accounts outside authority, prepares information for underwriter to complete the renewal
• Communicates with agents to ensure all renewal information has been requested and received
• Regularly collaborates with underwriters throughout the renewal process ensuring a holistic approach to managing the agency book of business
• Maintains proper file documentation
• Develops relationships with agents by providing excellent customer service to promote renewal retention
• Builds and nurtures relationships with agents by regularly engaging in meaningful interactions, such as face-to-face meetings, virtual meetings, phone conversations, and written communication
• Responds to concerns or issues raised by agents regarding endorsements and renewals promptly and effectively, collaborating with internal teams to find solutions that meet the needs of both the carrier and agency
• Reviews and approves endorsements that fall within a specified list of requirements and within authority
• Underwrites and provides endorsement quotes to agents
• Corresponds with agents for additional information
• Assesses the potential risks associated with proposed endorsements, taking into account factors such as policy coverage, loss history and claims data to evaluate the overall impact on the policy
• Determines if additional information or assessments are required for accurate decision-making
• Reviews and approves reinstatements and cancellations
• Assists agents with policy billing inquiries
• Performs support duties for branch departments including but not limited to, ordering and analyzing reports as appropriate, reviewing drivers, and completing monthly projects
• Collaborates with experienced underwriters and territory management team members to develop understanding of company and branch risk appetite, underwriting resources, and systems

Underwriting Associate

• Support the development, growth, and maintenance of an assigned book of business working directly with UW staff.
• Maintain and develop strong technical Skills including both product and system knowledge.
• Support Underwriting efforts to develop, cultivate, and strengthen relationships with our Agency/Broker partners.
• Maintain strong relationships internally to support underwriting team efforts as well as cross departmental and cross office.
• Perform specialized rating functions as they relate to assigned product line.

Underwriting Technician – Medical Professional Liability

• Perform various risk analysis and support activities relating to commercial insurance underwriting functions based on area of assignment.
• Review insurance policies to ensure rating accuracy and completion and corrects policies within established limits.
• Prepare correspondence and reports.
• Maintain records and files.
• Review commercial insurance applications for rating accuracy and completeness.
• Verify selected criteria for commercial insurance cancellation status.
• Complete policy endorsement forms for additions or changes to commercial insurance policies.
• Maintain a variety of reports, letters and forms according to established procedures.
• Review reports for discrepancies and correct errors.
• Maintain computer and manual diaries for underwriting action according to established procedures and assists in developing monthly reports.

Commercial Underwriting Technician

• Oversees day‑to‑day operations of the Underwriting & Portfolio teams, including all Account Executives and Commercial Underwriters.
• Performs full managerial duties, including hiring, performance evaluations, coaching, discipline, and staff development.
• Ensures prudent, efficient underwriting by reviewing credit narratives and approving transactions within delegated authority limits.
• Manages department‑level reporting exceptions and establish debtor credit limits exceeding individual approval authority.
• Maintains compliance with credit quality standards, including revenue targets, funding ratios, approval ratios, and portfolio performance metrics.
• Manages credit origination scorecards and approval authorization levels.
• Develops, documents, and maintains departmental policies and procedures; ensure periodic reviews and proper application of risk ratings.
• Utilizes CID and related systems to guide and oversee all facets of the underwriting process.
• Collaborates with BDOs and Revenue leaders to structure proposal letters and provide final approval for all proposals issued; support training of BDOs alongside the Revenue leadership team.
• Partners with Revenue leadership to support sales alignment and funding objectives.
• Works with Collections, Asset Management, and Legal to develop strategies for resolving distressed, delinquent, or troubled accounts.
• Collaborates with the Data Analytics team to develop portfolio reporting, monitor origination trends, and refine credit origination metrics.
• Coordinates responses to internal and external auditor requests and ensure compliance with documentation and reporting requirements.
• Other duties as assigned.

VP, Portfolio & Underwriting – Alternative Energy

• To provide property, liability and/or workers' compensation underwriting and related services to clients and/or marketers within delegated authority.
• Analyzes, rates and approves underwriting referrals in a timely manner according to underwriting authority.
• Liaises with assigned customers and is responsible for timely and professional responses to underwriting/related requests and questions.
• Maintains detailed underwriting records.
• Reviews submissions and referrals with supervisor or designated underwriting referral contact as needed.
• Acts as a liaison with other departments and partners including customers, Sedgwick/Pools, claims, loss control, and accounting departments as well as reinsurers and marketers.
• Assists in analytical and administrative projects as assigned.

Underwriting Analyst – Property and Casualty

• complete basic due diligence, document processing and financial/statistical analysis in support of the underwriting function
• assist in preparation of business case for credit approval, but does not have credit approval authority
• perform basic due diligence, including reviewing relevant forms, providing analysis and ordering reports
• assist in the underwriting process by ensuring the accuracy and/or completeness of relevant information and documents
• perform basic financial analysis, such as cash flow and collateral analysis
• research/respond to internal/external customer questions and inquiries

Underwriting Associate – Commercial

• Functions as the Head of Underwriting and Portfolio Management for the Asset-based Finance (ABF) group
• Oversees a national team of credit analysts and portfolio managers responsible for the loan underwriting, loan structuring, and portfolio monitoring activities
• Coordinates with loan originators, and credit approvers to analyze, structure, document and close new loans to drive business growth
• Oversees all loan surveillance activities such as covenant monitoring, risk ratings, and credit reviews

Head of ABF Underwriting, Portfolio Management

• Reviews and analyzes internal/external investigations, inspections and/or statuses to ensure rating/premium value integrity
• Ensures meeting underwriting guidelines and corporate goals
• Initiates policy adjustments for commercial product line(s) and tabulates results
• Compares the rating characteristics of specific accounts and formulates a course of action to ensure compliance with corporate underwriting rules and procedures
• Provides advanced technical and product information in response to questions/inquiries
• Corresponds and maintains professional relationships with agents and producers
• Updates rating criteria on affected policies
• Completes activity sheets for compiling monthly reports
• Performs calculations of premiums recovered to ascertain impact of inappropriate ratings
• Underwrites and processes renewals and endorsements within commercial underwriting analyst authority level

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