Description

• Team Leadership: Lead, mentor, and develop a high-performing team of underwriters focused on achieving the Middle Market Package property and casualty business plan. Foster a collaborative and results-driven environment.
• Risk Management: Evaluate, select, underwrite, price, quote, and maintain new and renewal business. Implement strategies to mitigate potential issues and ensure compliance with industry standards.
• Production Goals: Drive business growth and profitability within the Northern California Territory by achieving and exceeding production goals.
• Business Development and Producer Management: Manage local producer plant to ensure cohesive and consistent agency management strategies. Facilitate product education and appetite, serving as the point person for key local producer relationships. Cultivate strong business relationships with brokers and clients to assure the continued flow of new business opportunities.
• Marketing and Retention: Develop and implement marketing plans with brokers and clients to drive business growth. Retain accounts through active participation in Chubb Stewardship and Enterprise Account processes, ensuring long-term client satisfaction and loyalty.
• Staff Development and Administration: Oversee new hire onboarding, training, succession planning, and staff retention.
• Project Participation: Contribute to product line projects to enhance product offerings and market presence.
• Forecasting and Reporting: Forecast monthly production and annual plan and pipeline to the manager, ensuring alignment with business objectives.
• Travel: Willingness and ability to travel within the San Francisco Bay Area to meet with clients, partners, and team members as needed.