Private Clients Development Underwriter Job at Lawes Consulting Group (London)

Underwriter – Delegated Underwriting, Private Enterprise

To underwrite an International Delegated account within the Specialty Lines team...

Location

United Kingdom , London

Salary:

Not provided

Social Value Portal Ltd

Expiration Date

Until further notice

Requirements

Minimum graduate level education
Proficient underwriting skills
Accurate and numerate
Computer skills – good working knowledge of MS Office, advanced Excel skills
Strong analytical skills with attention to detail
Able to communicate effectively with others, both verbally and in writing
Ability to manage time, meet deadlines and prioritise
Ideally European language(s) in addition to English
General commercial and financial knowledge
Experience in insurance industry

Job Responsibility

Develop and underwrite a profitable portfolio of International Delegated business as part of the Specialty Lines team
Structure tailor-made solutions by considering the team underwriting parameters and underwriting policy and using underwriting knowledge and experience to win new business and retain existing
Monitor premiums, costs and claims ratios per contract and take corrective measures if necessary to ensure long term profitability at account level
Evaluate appropriate risk premium by considering the risk costs, reinsurance cessions, capital exposure as well as the underwriting and general administration costs to ensure profitability, using rating models as applicable
Monitor peer underwriters in their daily work to ensure profitability as well as efficient and cost effective administration of the International account
Monitor and supervise assistants in their daily work to ensure compliance with underwriting philosophy and policy and consistency within the team and Specialty Lines
Comply with Beazley’s underwriting control standards for business written through Lloyd’s or Beazley’s internal MGAs
Develop a good working relationship with the claims managers on this class of business
Advise, assist and service clients on insurance and risk matters to ensure clients’ satisfaction
Foster positive relationships with clients to get a mutual understanding of both their and Beazley’s needs

HNW Trading Underwriter

A big name in the HNW/PC space is seeking a Trading Underwriter to join their we...

Location

United Kingdom , Birmingham

Salary:

45000.00 - 55000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Logical and analytical thinker
Underwriting experience within HNW/Private Clients
Natural flair for building relationships with brokers
Collaborative team player
Ambitious and driven

Job Responsibility

Underwriting Art and Private Client products
Working towards set targets including profitability, GWP, conversion, productivity, referral rate reduction, and turnaround times
Developing sales skills and appreciation of sales and underwriting strategy
Negotiating with internal and external parties, including key broker partners
Challenging non-standard underwriting decisions and identifying process improvements

Fulltime

Senior Underwriter

Berkshire Hathaway Specialty Insurance (BHSI) has an exciting opportunity in our...

Location

United States , Los Angeles, CA; New York, NY; San Francisco, CA

Salary:

125000.00 - 175000.00 USD / Year

Berkshire Hathaway Specialty Insurance

Expiration Date

Until further notice

Requirements

4 to 7 years of experience underwriting or broking financial lines for public companies, private or non-profit entities, or financial institutions
Demonstrated understanding of financial analysis and financial markets
Foundational to high level of understanding of policy forms and coverage types including: Directors and Officers Liability, Errors and Omissions, Employment Practices Liability, Fiduciary Liability and Fidelity
Excellent communication and negotiation skills

Job Responsibility

Manage and build upon a book of business that is consistent with the team’s strategic focus
Expand on broker and customer relationships
Underwrite to complex and challenging risks while developing creative solutions for our partners without sacrificing discipline, diligence, or portfolio strength
Effectively communicate BHSI’s value proposition to brokers and customers
Collaborate with teammates across all product lines, help create a positive experience for our customers
Focus on developing broker relationships, prequalifying new business opportunities, managing existing portfolio of business, and growing a book of business in our West region
Be actively involved with Management in the building of the platform and product offering
Handle day-to-day responsibilities as a public company Senior Underwriter
Tasks will include marketing to distribution channels, utilize underwriting acumen to select sound underwriting risks and form opinion of risk
Expand and develop new business opportunities through production & marketing calls with brokers and clients

What we offer

Comprehensive Health, Dental and Vision benefits
Disability Insurance (both short-term and long-term)
Life Insurance (for you and your family)
Accidental Death & Dismemberment Insurance (for you and your family)
Flexible Spending Accounts
Health Reimbursement Account
Employee Assistance Program
Retirement Savings 401(k) Plan with Company Match
Generous holiday and Paid Time Off
Tuition Reimbursement

Fulltime

Private Mortgage Banker

Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as p...

Location

United States , BOCA RATON; NAPLES; ORLANDO; SAINT PETERSBURG; TAMPA

Salary:

Not provided

Wells Fargo

Expiration Date

March 31, 2026

Requirements

2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
SAFE registration at the time of employment
Completion of formal position specific training programs
Reliable transportation
Ability to work nights, weekends, and/or holidays as needed or scheduled

Job Responsibility

Participate in soliciting residential mortgages from various sources
Produce high quality jumbo loans which are compliant and provide excellent customer service
Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
stay informed of mortgage industry trends and developments in the assigned market
Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
Understand real estate appraisals, title reports, and real estate transactions
Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in
analyze and offer mortgage loan products based on client needs
Review and analyze low to moderately complex financial and credit data

Personal Insurance Account Manager

The Private Client Account Manager will manage and grow private client insurance...

Location

United States , Seattle

Salary:

28.85 - 40.86 USD / Hour

Brown & Brown UK

Expiration Date

Until further notice

Requirements

Washington and relevant non-resident P&C licenses
CAPI, CPRM, and/or CPRIA designation, or obtain in reasonable timeframe (preferred)
3+ years’ high net worth Personal Lines experience
Experience with Surplus Lines placement and workflows
Established relationships with carriers specializing in Private Client offerings (Chubb, Pure, AIG, etc.)
Exceptional customer service and interpersonal skills
Ability to accurately and responsibly interpret technical and complex information
Proficiency in Microsoft Office 365
Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position

Job Responsibility

Develop and maintain proactive communications with customers and underwriters
Analyze customer’s loss exposures and determine coverage needs
Prepare proposals and meet with customers to present recommendations
Annual revenue (commission) generation through cross-selling, account rounding, and new business
Assist customers with day-to-day questions, coverage changes, billing issues, etc.
Complete all policies and underwriting specifications on accounts
prepare all accompanying documentation and analysis
Prepare policy renewals and endorsements, account updating, and billing
Develop and maintain relationships with customers and carriers through phone calls, personal meetings, seminars, etc.
Attend required training sessions, courses, etc. to develop and maintain up-to-date skills, licensing, and product knowledge

What we offer

Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services
Paid Time Off, Holidays, Preferred Partner Discounts

Fulltime

Private Mortgage Banker

Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as p...

Location

United States , Minneapolis

Salary:

Not provided

Wells Fargo

Expiration Date

April 23, 2026

Requirements

2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
SAFE registration at the time of employment
Completion of formal position specific training programs
Reliable transportation
Ability to work nights, weekends, and/or holidays as needed or scheduled

Job Responsibility

Participate in soliciting residential mortgages from various sources
Produce high quality jumbo loans which are compliant and provide excellent customer service
Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
stay informed of mortgage industry trends and developments in the assigned market
Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
Understand real estate appraisals, title reports, and real estate transactions
Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in
analyze and offer mortgage loan products based on client needs
Review and analyze low to moderately complex financial and credit data

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Private Mortgage Banker

Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as p...

Location

United States , Saint Louis

Salary:

Not provided

Wells Fargo

Expiration Date

April 23, 2026

Requirements

2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
SAFE registration at the time of employment
Completion of formal position specific training programs
Reliable transportation
Ability to work nights, weekends, and/or holidays as needed or scheduled

Job Responsibility

Participate in soliciting residential mortgages from various sources
Produce high quality jumbo loans which are compliant and provide excellent customer service
Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
stay informed of mortgage industry trends and developments in the assigned market
Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
Understand real estate appraisals, title reports, and real estate transactions
Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in
analyze and offer mortgage loan products based on client needs
Review and analyze low to moderately complex financial and credit data

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Ca-wa Private Mortgage Banker

Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lendi...

Location

United States , San Jose

Salary:

Not provided

Wells Fargo

Expiration Date

March 19, 2026

Requirements

2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
SAFE registration at the time of employment
Completion of formal position specific training programs
Reliable transportation
Ability to work nights, weekends, and/or holidays as needed or scheduled

Job Responsibility

Participate in soliciting residential mortgages from various sources
Produce high quality jumbo loans which are compliant and provide excellent customer service
Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
stay informed of mortgage industry trends and developments in the assigned market
Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans
Understand real estate appraisals, title reports, and real estate transactions
Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in
analyze and offer mortgage loan products based on client needs
Review and analyze low to moderately complex financial and credit data

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

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Private Clients Development Underwriter

Lawes Consulting Group

Location:
United Kingdom , London

Category:
Insurance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 27, 2025

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