Senior Underwriter (AVP) – FI Complex Risk – Management Liability

AXIS (AXIS Capital); San Francisco (CA); Hybrid; USD 170,000 - 215,000; Full time

Job summary

AXIS is seeking a Senior Underwriter (AVP) for FI Complex Risk within its Retail Management Liability. This market-facing role focuses on complex Financial Institutions, both public and private, and requires strong broker relationships to originate and grow multi-line placements.

The candidate will underwrite and manage a portfolio of new and renewal FI Management Liability business, collaborating across teams. Hybrid work in Los Angeles or San Francisco is offered with travel as needed.

Qualifications

• Strong broker relationships within the U.S. retail market.
• 7+ years underwriting Management Liability Complex Risk (D&O, EPL, Fiduciary, or related Financial Lines).
• Track record of managing and growing a profitable underwriting portfolio.
• Bachelor’s degree.

Responsibilities

• Build and maintain strong relationships with retail brokers to drive new business production.
• Manage a portfolio of new and renewal Financial Institutions Management Liability business.
• Analyze, evaluate, and underwrite complex FI risks, including public company exposures.
• Structure terms, conditions, limits, and pricing within delegated underwriting authority.
• Meet divisional service standards and maintain accurate underwriting files.

Skills

Broker relationships

Underwriting

Financial Institutions

Communication

Education

Bachelor's degree

Job description

Senior Underwriter (AVP) – FI Complex Risk – Management Liability

AXIS is seeking a high-performing Senior Underwriter (AVP) to join the Financial Institutions Complex Risk team within our Retail Management Liability platform. This is a market-facing underwriting role focused on complex Financial Institutions both public and private, offering the opportunity to work on sophisticated, multi-line placements within a highly collaborative, retail distribution model.

All qualified applicants will receive consideration for employment without regard to any protected characteristic, including age, color, disability, ethnicity, gender identity, marital status, national origin, pregnancy, race, religion, sex, sexual orientation, veteran status, or any basis prohibited by the laws that govern its operations.

Role Overview

The Underwriter will be responsible for underwriting and managing a portfolio of new and renewal Financial Institutions Management Liability business while actively originating opportunities through broker relationships.

Target Accounts include

• Investment Advisors with Private Fund exposure and >$1B in AUM
• Banks with >$10B in assets or publicly traded entities
• Insurance Companies (ICPL) with >$500M+ GWP or publicly traded
• REITs and real estate investment structures
• Alternative lenders and specialty finance firms
• Fidelity risks for employers that are publicly traded or have >500 employees
• EPL risks for firms that are public or have >1,000 employees
• Fiduciary risks for firms with >$1B in plan assets

Candidate Profile

The ideal candidate will bring strong experience underwriting or broking complex Financial Institutions Management Liability risks within a leading commercial insurance carrier or brokerage platform.

They should have a proven track record of building and managing relationships with retail brokers, using those partnerships to originate, retain, and grow profitable business across complex FI public and private company accounts. Experience across D&O, E&O, EPL, Fiduciary, Crime, or broader Financial Lines is expected.

Furthermore, the candidate should possess a comprehensive understanding of underwriting fundamentals, policy structures, and multi-line solution design. Experience handling Financial Institutions risks is value added.

In addition to technical strength, the individual should demonstrate strong executive presence, with the ability to communicate effectively, influence outcomes, and build lasting relationships that support long-term strategic growth, while operating collaboratively within a team and independently managing a portfolio.

Work Profile

This role is based in Los Angeles or San Francisco and operates on a hybrid schedule, subject to business needs and travel.

Key Responsibilities

Distribution & Market Engagement

• Build and maintain strong relationships with retail brokers to drive new business production
• Execute a disciplined broker engagement strategy, including in-person meetings and market travel
• Stay current on trends and emerging risks within the FI public company and Management Liability landscape

Portfolio Management & Production

• Manage a portfolio of new and renewal business, ensuring profitability and alignment with underwriting guidelines
• Retain existing accounts while selectively pursuing new business opportunities
• Support cross‑selling of AXIS Management Liability and broader Financial Lines products

Underwriting Execution

• Analyze, evaluate, and underwrite complex Financial Institutions Management Liability risks, including public company exposures
• Structure terms, conditions, limits, and pricing within delegated underwriting authority
• Maintain adherence to underwriting guidelines, best practices, and service standards

Operational Excellence

• Meet divisional service standards, including quote turnaround time, policy issuance, and documentation
• Maintain accurate underwriting files and ensure compliance with internal processes

Required Experience & Qualifications

• Strong broker relationships within the U.S. retail market
• 7+ years underwriting Management Liability Complex Risk (D&O, EPL, Fiduciary, or related Financial Lines)
• Track record of managing and growing a profitable underwriting portfolio
• Bachelor’s degree

Core Capabilities

• Strong analytical and risk evaluation skills
• Ability to structure complex Management Liability Solutions
• Excellent communication, presentation, and negotiation skills
• Effective relationship management with brokers and internal partners
• Ability to manage competing priorities and perform in a fast‑paced environment
• Collaborative mindset with the ability to work both independently and within a team

What We Offer

For this position, we currently expect to offer a base salary in the range of $170,000 to $215,000. Your salary offer will be based on an assessment of a variety of factors including your specific experience and work location. We will also offer competitive target incentive compensation, with awards based on overall corporate performance and your individual performance, and you will be eligible for a comprehensive and competitive benefits package which includes medical plans for you and your family, health and wellness programs, retirement plans, tuition reimbursement, paid vacation, and much more.

Additional Information

Where this role is based in the United States of America, this role is [Exempt/Non-Exempt] for FLSA purposes.

This posting is for an existing vacancy.