Senior UA Manager - Financial Institutions and Public D&O

Zurich Insurance Group; New York (NY); Hybrid; USD 100,000 - 164,000; Full time

Job summary

Zurich North America is seeking an experienced Senior UA Manager to lead training and development for Underwriting Associates across the territory, supporting Financial Institutions and Public D&O teams. The role can be based in New York or Chicago with a hybrid work schedule.

You will mentor Underwriting staff, support cross-training, and drive continuous improvement in underwriting skills and processes. Strong leadership and analytics are essential.

Qualifications

• Bachelor’s degree or equivalent with 6+ years in Insurance, Underwriting, or Market Facing areas.
• High School Diploma plus 8+ years in Insurance, Underwriting or Market Facing areas.
• Zurich Certified Insurance Apprentice qualification with related experience.

Responsibilities

• Lead, motivate, and develop Underwriting Associates across the territory to deliver value-added services for Financial Institutions and Public D&O accounts.
• Assess underwriting processes to implement technical standards, controls, and procedures; maintain underwriting discipline.
• Follow up with producers to discuss status of new business, renewals, and renewals in process; develop appropriate actions.
• Perform customer service and account management tasks, including billing, policy changes, and coverage questions.
• Participate in key account relationships in person or via teleconference with Underwriters.
• Conduct regular performance evaluations and staff development conversations; ensure staffing meets performance metrics and growth goals.

Skills

People management

Data analysis

Underwriting knowledge

Training & development

Budget management

Communication skills

Education

Bachelor’s degree

High School Diploma + 8+ years

Zurich Certified Insurance Apprentice

Tools

Microsoft Office

CRM systems

Job description

What can happen when you grow your career?Now’s the time to take the next step and make a difference. At Zurich, we want your ideas and experiences to help us grow and create lasting change.Know someone who would be a great fit for this role? Zurich North America has two talent referral programs in the US. Scroll down to learn more and submit your referral.

Zurich North America is seeking an experienced Senior UA Manager to facilitate the training and development efforts required for the Underwriting Associates across the territory in support of our Financial Institutions and Public D&O teams. The Senior UA Manager will be hired in either the New York or Chicago office with flexibility to work-from-home on a hybrid schedule.

In this role, you will lead, motivate, and develop Underwriting Associates and deliver customer-specific, value-added services for new and existing Financial Institutions and Public D&O accounts. You will provide support for talent development training to upskill/reskill our Underwriting Account Service Associates (UA) nationwide.

Responsibilities

• Accountable for ensuring teams meet key operational performance goals.
• Assess and evaluate underwriting processes in order to implement agreed technical standards, controls, practices and procedures, maintaining underwriting disciplines and identifying opportunities for improvements.
• Follows up regularly with producers as needed to discuss the status of new business, upcoming renewals, and renewals in process, and to develop appropriate action.
• Performs customer service and account management responsibilities, as needed, which may include resolving issues related to billing, making changes to policies, and answering policy coverage related questions.
• Participates in key account business relationships in person or teleconference with Underwriters.
• Conducts regular performance evaluations, ensures staff are meeting performance standards based on key operational performance metrics, staffing models and growth goals of the business units supported.
• Regularly conducts career development conversations with staff and creates robust development plans.
• Makes staffing decisions concerning hiring and guides staff development through identifying skills and training needs, delegating tasks appropriately, and motivating staff to provide outstanding client service.
• Build insurance operations and underwriting skills and knowledge by participating in cross-training and learning additional processes and procedures to support multiple workflows and contribute to effectiveness of team operations.
• Builds strong relationships across the business.
• Takes leadership role in Underwriting team huddles and meetings
• Assisting to onboard and train new Underwriting Assistants and Underwriters.
• Acts as subject matter expert for initiatives aimed at continuous improvement and operational performance.

Required Qualifications

• Bachelor’s degree and 6 or more years of experience in the Insurance, Underwriting or Market Facing area
• High School Diploma or Equivalent and 8 or more years of experience in the Insurance, Underwriting or Market Facing area
• Zurich Certified Insurance Apprentice, including Associate Degree and 6 or more years of experience in the Insurance, Underwriting or Market Facing area
• Knowledge of the insurance industry and the legal and regulatory environment
• Experience with researching, compiling, analyzing and synthesizing data and metric
• Experience working in a production and metrics performance environment
• Experience preparing and managing operational budget
• Microsoft Office experience
• People management experience

Preferred Qualifications

• Insurance certifications
• Financial Institutions, Public D&O product knowledge
• 2 of more years of staff management experience

Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The proposed Salary range for this position is $100,200.00 - $164,100.00, with short-term incentive bonus eligibility set at 15%.

We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards here.]

Why Zurich?

Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500. Join us for a brighter future—for yourself and our customers.

Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033.

Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal.

Location(s): AM - New York, AM - Chicago

Remote Working: Hybrid

Schedule: Full Time

Employment Sponsorship Offered: No