Underwriter

• Evaluate policies, endorsements, audits, cancellations, etc., resolve any discrepancies and make changes as needed.
• Review and process policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices and Cancellations, etc.).
• Manage file and account documentation.
• Invoice and process new business and renewal binders, premium bearing endorsements, and cancellations according to internal and carrier guidelines.
• Establish New Submissions in the clearance system and handle according to established procedures.
• Produce cancellation and non-renewal notices according to statutory and contractual requirements.
• Manage underwriting files on accounts in which policies are not issued and handle according to Company and internal established procedures.
• Maintain pending/suspense system per established procedures.
• Maintain account files in accordance with company policy.
• Perform other duties as assigned.

Underwriting Team Assistant I

• Assists the process of binding insurance policies, ensuring accuracy and compliance with binding underwriting guidelines and regulatory requirements.
• Administers underwriting applications with the information necessary to rate, document and issue accurate and compliant policies.
• Assists with new business submission with directions from the Binding Underwriter to prepare and market to carrier.
• Coordinates between Underwriters and brokers by responding to inquiries, works with brokers to obtain information needed to quote, and provides revised quotes as requested.
• Processes and issues policy endorsements, including changes to coverage, limits, or policy terms, ensuring accuracy and timely implementation and tracks cancellation notifications, non-renewal, and renewal solicitation notifications.
• Maintains comprehensive and organized records of all binding transactions and related documentation, including policy details, endorsements, and client information.
• Communicates with clients to collect required information, explains policy terms and conditions, and addresses any questions or concerns related to the binding process.
• Executes the work assigned by underwriters and underwriting assistants when they are out of the office or otherwise unavailable.
• Prepares reports related to policy binding metrics, performance, and compliance, providing insights for process improvement.

Underwriting Technical Assistant

• Responsible for underwriting new and renewal business within an assigned block
• Use rating manual, experience module and clinical expertise to create pricing that drives P/L, renewal metrics and new business sales for assigned block
• Collaborate with Sales, Underwriting and Clinical to develop and implement pricing actions that will help HMIG meet financial targets
• Train, coach and provide experiences to lower level staff with the purpose of expanding consultative best practices throughout the department
• Utilize client and market knowledge to expand/enhanced Underwriting Guidelines, processes and tools by incorporating best practices
• Monitor overall block performance and report on emerging financial trends
• Develop strategies and tactics to move case level and block results to meet targets
• Act as subject matter expert to support Sales' negotiations to renew existing clients and enroll new business

Medical Stop Loss Underwriting Consultant

• Reviews applications and financial information to assess risk acceptability
• Applies pricing methodology and predictive modeling tools to evaluate risk
• Maintains strong underwriting discipline, including CAT management
• Manages an assigned portfolio to achieve goals around premium and profitability
• Builds and maintains disciplined sales practices using CNA tools

Underwriting Consultant – Technology P&C

• Supports underwriting staff in all associated tasks for existing and new insurance pool/program business as delegated.
• Assist the underwriter in managing new and existing accounts and organizing information according to Letter of Authority, if applicable.
• Open and maintain hard files and files in the agency management system (Origami).
• Prepare and issue Certificates of Coverage as requested.
• Process new applications, organize information received, enter exposure information and notes into database, and maintain files.
• Record Documents (emails, faxes, mail, etc.) into the agency management system (Origami).
• Assist in binding new accounts.
• Assist with closing files.
• Process and issue endorsements.
• Process renewal applications, data, and renewal binding documents.
• Crosstrain and assist other employees with projects or tasks when needed.
• Assist with other general office duties, including answering phones, processing mail, scanning, photocopying, filing, shipping, and ordering supplies.

Underwriting Assistant

• Lead the design and delivery of large-scale, production-ready underwriting platforms , including AI and LLM-powered capabilities
• Architect highly available, secure, and scalable services that support enterprise-level workloads
• Drive end-to-end ownership of systems—from concept and architecture through production and long-term evolution
• Provide technical leadership across multiple teams , influencing architecture, design patterns, and engineering standards
• Mentor and grow senior and mid-level engineers, setting a high bar for engineering excellence
• Partner closely with Product, Operations, and Engineering Leadership to deliver measurable business outcomes
• Modernize legacy systems through cloud migration, automation, and digital transformation initiatives
• Champion best practices in observability, performance, reliability, and security
• Communicate complex technical concepts clearly to both technical and non-technical stakeholders

Senior Staff Software Engineer – AI & Underwriting Platforms

• Design and execute underwriting strategies that drive profitable growth while ensuring strong, risk-adjusted returns.
• Establish and oversee underwriting guidelines, pricing models, and risk selection standards to ensure consistency and sound decision-making.
• Monitor and evaluate portfolio performance, underwriting KPIs, and loss trends to identify opportunities for improvement and optimize results.
• Lead, coach, and develop a high-performing team of commercial underwriters, ensuring alignment with company goals and fostering professional growth.
• Conduct quarterly quality assurance audits, assess underwriting accuracy and compliance, and present actionable insights to senior leadership.

Commercial CAT Underwriting Manager

• 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.

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