Senior Underwriter, Financial Institutions
Company: Chubb
Location: San Francisco
Posted on: April 2, 2026
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Job Description:
Description We are seeking a highly motivated and
results-oriented Financial Institutions Senior Underwriter to join
our team. This role involves managing a renewal book and generating
new business, with a focus on underwriting Financial Institutions
business for Package, Worker’s Compensation, Auto, General
Liability, Umbrella, and International programs. The position will
be based in one of our Bay Area branches, serving the Pacific North
Region, including San Francisco, Walnut Creek, Portland, and
Seattle. The position will be responsible for developing and
implementing a business plan to grow the Financial Institutions
book through prospect identification and pipeline development, new
business production and account management with defined set of
agents within Northern California and the Pacific Northwest. The
Financial Institutions Senior Underwriter will have accountability
for the financial performance of the book of business, achieving
growth for the branch, region and territory. They will identify
opportunities for growth within new and existing production
sources, identify cross sell opportunities, conduct agency
planning/goal setting including monitoring of progress and make
regular broker and insured visits. Position Responsibilities:
Oversee the financial performance of a portfolio, focusing on
profit, rate, retention, and growth. Target new business production
of $1.3m to $1.7m and manage a renewal portfolio effectively.
Develop and negotiate pricing, coverage, terms, and conditions for
all new business and renewals. Implement effective and profitable
pricing strategies while adhering to underwriting guidelines.
Establish and maintain superior relationships with key trading
partners, agents, brokers, and clients. Conduct regular broker and
insured visits to drive submission activity and market penetration.
Develop and implement a business plan to grow the Financial
Institutions book through prospect identification, pipeline
development, and strategic market penetration. Identify cross-sell
opportunities and conduct agency planning and goal setting. Work
effectively with Underwriting Associates, Risk Consulting, and
Claims service teams to retain key renewals and enhance service
delivery. Collect and share industry intelligence, including trends
and developments, to inform strategic decisions and maintain a
competitive advantage. Qualifications Experience: 4-10 years of
commercial multi-line underwriting experience, preferably in
Financial Institutions P&C placements. Strong skills in sales,
marketing, and agency/broker management. Demonstrated success in
marketing, producer/book management, and new business development.
Ability to successfully negotiate on all levels with both internal
and external partners and nurture key producer relations. High
degree of proficiency with the underwriting process, risk analysis,
and knowledge of underwriting technical issues, compliance,
coverage, products, pricing, and strategies. Exemplary ability to
interact effectively with all levels of customers and coworkers,
with strong interpersonal and written communication skills.
Proficiency in Microsoft Office Suite and other business-related
software. Highly motivated to succeed, results-oriented, with solid
business acumen and effective desk management skills. The pay range
for the role is $114,600 to $194,800. The specific offer will
depend on an applicant’s skills and other factors. This role may
also be eligible to participate in a discretionary annual incentive
program. Chubb offers a comprehensive benefits package, more
details on which can be found on our careers website . The
disclosed pay range estimate may be adjusted for the applicable
geographic differential for the location in which the position is
filled.
Keywords: Chubb, Hayward , Senior Underwriter, Financial Institutions, Sales , San Francisco, California
