Chubb · 2 months ago
Team Leader, Financial Institutions
Chubb is seeking a strategic and dynamic leader to oversee their Financial Institutions book of business in the Southwest Region. The Team Leader will be responsible for managing a team of underwriters, driving business growth, and ensuring effective performance management and training within the branch.
Commercial InsuranceFinancial ServicesHealth InsuranceInsuranceMortgageRisk Management
Responsibilities
Responsible for the profit, growth and fostering of internal and external relationships of a financial institutions property and casualty book within assigned territory/branch
Directly accountable for the middle market P&C branch underwriting operation and results, including driving new business production and retention efforts for all FPC lines of business which are managed locally or at an underwriting center
This is a player coach role, and the Team Lead is expected to handle a book
This Team Lead is responsible for hiring, retention, performance management, compensation and technical training and coaching and development for multiline underwriting staff
The lead is also responsible for advancing the sales and marketing expertise of the regional FPC team
Specific responsibilities include:
P&L - Accountability (premium, profitability, growth, retention, and expense plans/results) for middle market P&C business serviced within assigned branch(es)
Portfolio Management/LOB - Direct profit and loss responsibility for field (middle market) business; coordination, agency management, and production responsibility across FPC product portfolio
Underwriting Strategy Execution - Manages execution of new middle market underwriting and renewal underwriting strategy for assigned branch(es)
Technical UW/Referral Resource - In collaboration with Product, serves as technical resource for referrals and underwriting authority
Point of contact for branch risks which fall outside of field authority; coordinate efforts with Home Office/Product and Segment leaders
Quality Assurance - Monitors underwriting quality
Marketplace Focus - Develop opportunities particular to the marketplace and provide customized approaches on market conditions and agency needs
Marketing Strategy and Execution - Works closely with Field Operations and CI Manager on development and execution of marketing strategy and coordinates marketing and production activities within assigned branch(es) for entire portfolio of CIS business
Working with professional lines to strengthen core product offering while driving retention and growth
Business Development - Directs business development activities and provides guidance for implementing sales and/or product launches
Producer Management: -Primary responsibility for managing regional/local producer plant; responsible for cohesive and consistent agency management strategies across assigned locations
Facilitates product education/appetite; serves as point person for key local producer relationships
Budget and Expense Administration - Ensures effective FPC expense administration to fit budget plan
Staff Development and Staff Administration (including Performance Management and Compensation) – Accountable for new hire onboarding, training and developing, succession planning, culture of inclusion, coaching and mentoring and retention of staff
Ensure effective deployment of staff for assigned locations; maintain mentoring / succession relationship with several High Potential Underwriters within assigned locations
Oversee workflows, staffing resources, and appropriate application of technology to ensure efficient, cost-effective field operation
Collaborate with HR on performance management and compensation process
Qualification
Required
Strategic and dynamic leadership skills
Experience in managing a financial institutions property and casualty book
Ability to drive new business production and retention efforts
Experience in hiring, retention, performance management, and technical training
Strong sales and marketing expertise
P&L accountability for middle market P&C business
Direct profit and loss responsibility for field business
Experience in executing underwriting strategies
Technical underwriting knowledge and experience
Quality assurance monitoring skills
Ability to develop marketplace opportunities
Experience in developing and executing marketing strategies
Business development experience
Producer management skills
Budget and expense administration experience
Staff development and administration skills
Collaboration with HR on performance management and compensation
Company
Chubb
Chubb is a mortgage firm that offers risk management, property, health, personal, business, health, home, and life insurance.
Funding
Current Stage
Public CompanyTotal Funding
$10.25BKey Investors
Berkshire Hathaway
2025-08-04Post Ipo Debt· $1.25B
2024-07-29Post Ipo Debt· $1.3B
2024-05-15Post Ipo Equity· $6.7B
Leadership Team
Recent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
2026-01-08
2025-12-30
Company data provided by crunchbase