CNA Insurance · 7 hours ago
Underwriting Consultant (Commercial Middle Market)
San Francisco, CA
Full-time
Onsite
Mid, Senior Level
$135K/yr - $169K/yr
3+ years expCNA Insurance is a company that values collaboration and career growth, providing a culture where employees can thrive. The Underwriting Consultant role focuses on managing a diverse portfolio of commercial insurance products while utilizing underwriting expertise to assess risks and drive profitability.
FinanceFinancial ServicesInformation ServicesInformation TechnologyInsuranceProperty ManagementReal EstateRisk Management
Responsibilities
Underwriting Expertise
Reviews applications and financial requirements to determine acceptability of risk in accordance with CNA’s guidelines and standards
Understands pricing components and rating methodology as well as use of the predictive modeling tools; prices risk based on financial and competitive analysis
Uses all appropriate underwriting tools (e.g., RST, BPMT, Merlin, etc.), disciplines and knowledge of strategies to ensure underwriting guidelines are followed
Demonstrates technical underwriting skills through strategic, thorough account reviews and file documentation
Prepares or analyzes information on adverse underwriting decisions, rate appeals, underwriting requirements, status and declinations in order to drive results within the assigned territory
Adheres to CAT guidelines and underwriting discipline to minimize exposure and appropriately price
Keeps current on state/territory issues, regulations and trends
Portfolio Management
Manages assigned portfolio to achieve gross written premium, profitability, rate, retention, product mix, new business and portfolio management goals
Prioritizes time and resources to effectively manage and optimize producer performance
Operates with an Enterprise perspective to identify cross sell opportunities and create growth within other lines of business and customer segments
Demonstrates in-depth knowledge of CNA’s products and appetite while clearly communicating CNA’s position at the point of sale
Sales & Distribution Management
Builds/maintains rigorous sales practices using all CNA systems including SalesForce.com and other sales tools and disciplines
Develops producer relationships to build pipeline, agency intelligence, and drives performance to meet and exceed results
Develops and implements distributor specific plans, monitors performance, and adjusts plan to ensure a substantial pipeline for future profitable growth
Drives effective relationship management and customer activities to build trust, facilitate negotiation and secure commitment with the customer
Proactively identifies cross-sell opportunities and partners with other underwriters to deliver comprehensive insurance solutions for the customer
Qualification
Required
3+ years of related experience
Knowledge of underwriting processes, coverages, and tools to gather and evaluate information in order to reach appropriate decisions on renewals and new business
Ability to effectively interact and communicate with all levels of external and/or internal business partners within scope of responsibility, team and/or matrix environment
Ability to uncover customer needs, position specific solutions, handle objections and close deals
Ability to exercise judgment, negotiate and make sound business decisions effectively based on level of authority
Strong ability to identify, analyze and solve problems as well as the ability to learn rapidly, adapt quickly to change, exercise influence, and manage and prioritize multiple concurrent projects
Benefits
CNA offers a comprehensive and competitive benefits package to help our employees – and their family members – achieve their physical, financial, emotional and social wellbeing goals.
Company
CNA Insurance
CNA is one of the largest U.S. commercial property and casualty insurance companies.
5001-10000 employees
H1B Sponsorship
CNA Insurance has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (23)
2024 (32)
2023 (25)
2022 (43)
2021 (32)
2020 (14)
Funding
Current Stage
Public CompanyTotal Funding
$0.88M2016-09-12Post Ipo Equity· $0.88M
1978-01-13IPO
Leadership Team
Luke Mellors
Vice President, Technology
Daniel Franzetti
EVP of Worldwide Claim
Recent News
2025-11-03
MarketScreener
2025-11-03
Company data provided by crunchbase