C
Not Specified Permanent

Portland, Oregon · USA job

Underwriting Consultant (Technology P&C)

CNA Financial

Portland, Oregon

Job description

Overview

In this role you apply underwriting expertise and data-driven analysis to deliver tailored tech insurance solutions, collaborating with sales and brokers to grow a portfolio. You will balance risk, pricing, and regulatory considerations while guiding cross-functional partners to meet client needs. You'll work in a hybrid CNA environment that values clear communication and disciplined underwriting across Tech E&O, Cyber Liability, and related lines. This position offers opportunities to shape risk outcomes for technology clients at scale.

Compensation / Benefits
  • 综合福利包
  • 混合工作模式
  • 薪酬弹性和区域性差异
  • 职业发展机会
  • 培训与发展支持
  • 健康与福利计划
Responsibilities
  • Review applications and financial data to assess risk per CNA guidelines
  • Apply pricing methods and predictive modeling to set appropriate pricing
  • Use underwriting tools (RST, BPMT, Merlin) and maintain thorough documentation
  • Analyze and communicate underwriting decisions, including rate actions and declinations
  • Maintain underwriting discipline with CAT management and exposure controls
  • Stay current on regulatory, industry, and territory trends
  • Manage an assigned portfolio to hit premium, profitability, and retention goals
  • Identify cross-sell opportunities across lines of business
  • Build and maintain disciplined sales practices using Salesforce
  • Develop producer relationships to drive pipeline and performance
  • Create distributor-specific business plans to sustain growth
  • Negotiate and secure new and renewal business with brokers and clients
  • Identify and execute cross-sell opportunities in partnership with underwriting peers
Key requirements
  • Solid understanding of underwriting processes, coverages, and risk evaluation tools
  • Strong communication across internal and external stakeholders
  • Ability to identify client needs, position solutions, and close business
  • Sound judgment and negotiation ability within delegated authority
  • Analytical mindset with the ability to manage competing priorities and adapt quickly
  • 沟通能力
  • 谈判能力
  • 分析性思维
  • Underwriting tools (RST, BPMT, Merlin)
  • Salesforce
  • 预测建模工具

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