Intermediate Financial Analyst Jobs in Appleton, WI

Berkley Fire & Marine UnderwritersBerkley Fire & Marine Underwriters was launched in 2013 and is a W. R. Berkley operating unit offering preferred inland marine and related property risks and services. Headquartered in Chicago, Berkley Fire & Marine Underwriters serves customers throughout the United States, both regionally and nationwide. With the ability to craft customized terms, we provide the most effective protection for those in the construction, logistics, manufacturing and transportation industries.

The Company is an equal employment opportunity employer.

The Sales Underwriter builds and maintains relationships within an assigned territory, drives written premium growth, and maintains renewal retention goals while delivering a high degree of customer satisfaction. This role applies underwriting, sales, and distribution management skills to manage an overall book of business and achieve profitability goals.

Apply intermediate-level underwriting analysis, coverage, and pricing skills to evaluate inland marine and related property risks. Assess intricate risks across various industries using historical data and industry trends to make informed underwriting decisions. Develop comprehensive risk management plans for accounts and territories. Interpret complex financial data and evaluate financial stability to guide risk assessments and pricing strategies. Demonstrate strong knowledge of loss prevention tactics and collaborate with risk engineering professionals to develop loss prevention programs and risk mitigation solutions. Develop complex policies that balance comprehensive coverage with accurate pricing through effective utilization of endorsements and specialized coverage options. Align coverages offered with appropriately developed coverage terms, limits, and pricing based on a strong understanding of all coverage components. Apply intermediate-level underwriting process and compliance skills to ensure adherence to company standards and regulatory requirements. Coordinate tasks by engaging appropriate internal and external stakeholders at the right time to deliver optimal outcomes. Operate with a continuous improvement mindset and offer suggestions for process efficiencies. Maintain knowledge of insurance laws and regulations to ensure policies meet legal requirements and provide guidance on complex compliance issues. Create detailed and organized documentation that clearly outlines underwriting decisions. Apply intermediate-level sales acumen in account service, account management, cross-selling, business development, and marketing strategy and positioning. Conduct negotiations, prospecting and qualifying, solution development, and competitive analysis to drive profitable growth. Apply intermediate-level distribution management skills to manage agency relationships and submission flow. Build strong relationships with agency partners to drive profitable submissions and foster long-term partnerships. Prepare for and conduct effective agency review meetings that support the goals of Berkley Fire & Marine Underwriters and its agency partners.

Qualifications:

2-5 years of inland marine insurance underwriting experience. Ability to work independently in an entrepreneurial environment. Intermediate-level underwriting analysis, coverage, and pricing skills. Intermediate-level underwriting process and compliance skills. Intermediate-level distribution management skills. Intermediate-level sales acumen. Intermediate-level skills in collaboration, customer focus, personal growth, innovation, critical thinking, and accountability. Proficiency in underwriting analysis, coverage analysis, and pricing analysis. Skills in underwriting process management and regulatory compliance. Experience in distribution management, sales, account management, business development, and relationship management. Strong negotiation, prospecting and qualifying, risk assessment, and financial analysis capabilities. Demonstrated critical thinking, customer focus, collaboration, innovation, and accountability.

Education Requirement

College degree or equivalent job-related experience.