Responsibilities
- 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
Requirements
- Strong understanding of underwriting processes, coverages, and risk evaluation tools
- 3+ years of related experience (varies by role)
- Solid communication skills 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
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