Works mainly with banks, credit unions, broker-dealers, investment advisers, and other financial institutions across North America.

Underwrite and bind FI Professional Lines accounts (e.g., D&O, Fiduciary, EPLI and other segement related lines pricing and structuring terms and limits.

Analyze financials, controls, regulatory/enforcement history, loss runs and third‑party/vendor exposure to assess risk.

Manage a portfolio of brokers/agents and insureds; develop profitable business and retain renewals.

Maintain market relationships, negotiate placements, and escalate facultative/reinsurance needs as required.

Collaborate with Claims, Actuarial, Legal and underwriting leadership; contribute to product wording and process improvements.

Monitor regulatory changes and emerging FI exposures (fintech, vendor/cloud risk, cyber‑enabled fraud).

Mentor junior underwriters and support cross‑functional projects (no direct line management).

Degree in Business or equivalent typically required A minimum of 2.5 years, typically 3 or more years, of progressive Financial Institutions or Professional Lines underwriting experience and/or other related experience RPLU or professional insurance designation preferred Proven analytical ability to evaluate and judge underwriting risks within scope of responsibility that includes competence with all phases and aspects of the underwriting process, and proficiency in the use of qualitative and quantitative tools and techniques Must demonstrate comprehension of complex technical underwriting issues and be capable of defining and implementing necessary underwriting and administrative processes/workflows to properly manage or administer those issues Proven track record of developing and underwriting profitable business