Underwriter

CornerStone Professional Placement; Bedford (TX); On-site; USD 64,000 - 86,000; Full time

Job summary

CornerStone Professional Placement seeks an Insurance Underwriter in Bedford, TX onsite to evaluate CPI accounts, pricing, and risk, delivering underwriting recommendations to improve profitability and coverage decisions.

The role requires analyzing financial data, developing CPI pricing, forecasting performance, and collaborating with BD, client engagement, and compliance teams. Strong Excel skills and related finance experience are essential.

Qualifications

• 3+ years of underwriting, accounting, finance, financial analysis, data analysis, pricing, risk analysis, or a closely related field.
• Demonstrated ability to independently analyze financial data, identify trends, forecast performance, assess risk and profitability, and make well-supported underwriting or business recommendations.
• Advanced Microsoft Excel skills, including experience working with detailed financial and account-level data, premium calculations, pricing, and profitability analysis.

Responsibilities

• Analyze financial, insurance, economic, regulatory, and industry data to evaluate account risk, profitability, historical performance, and future trends.
• Develop CPI pricing and underwriting recommendations, including rates, premiums, commissions, coverage changes, and account structure.
• Evaluate prospective and existing accounts, build forecasts, and recommend actions that support profitable new and existing business.
• Partner with Business Development, Client Engagement, and Compliance teams on quotes, underwriting requests, regulatory changes, filings, and product requirements.
• Document underwriting findings in CRM systems and prepare management reporting on account performance, pricing, profitability, risk, and underwriting activity.

Skills

Financial analysis

Forecasting

Underwriting recommendations

Education

Bachelor's degree

Tools

Microsoft Excel

CRM systems

Financial modeling

Pricing tools

Job description

INSURANCE UNDERWRITER

LOCATION

Bedford, TX | Onsite

COMPENSATION & SCHEDULE

• $75,000 annually
• Full-Time

ROLE IMPACT

Support the client's Collateral Protection Insurance (CPI) business by evaluating account performance, financial data, pricing, and risk. This role turns complex insurance and financial information into independent underwriting recommendations that improve account profitability, pricing, commissions, and coverage decisions.

KEY RESPONSIBILITIES

• Analyze financial, insurance, economic, regulatory, and industry data to evaluate account risk, profitability, historical performance, and future trends.
• Develop CPI pricing and underwriting recommendations, including rates, premiums, commissions, coverage changes, and account structure.
• Evaluate prospective and existing accounts, build forecasts, and recommend actions that support profitable new and existing business.
• Partner with Business Development, Client Engagement, and Compliance teams on quotes, underwriting requests, regulatory changes, filings, and product requirements.
• Document underwriting findings in CRM systems and prepare management reporting on account performance, pricing, profitability, risk, and underwriting activity.

MINIMUM QUALIFICATIONS

• 3+ years of relevant professional experience in underwriting, accounting, finance, financial analysis, data analysis, pricing, risk analysis, or a closely related field.
• Demonstrated ability to independently analyze financial data, identify trends, forecast performance, assess risk and profitability, and make well-supported underwriting or business recommendations.
• Advanced Microsoft Excel skills, including experience working with detailed financial and account-level data, premium calculations, pricing, and profitability analysis.

CORE TOOLS & SYSTEMS

• Microsoft Excel
• Microsoft Word
• CRM systems
• Financial modeling and forecasting tools
• Underwriting, pricing, and premium-analysis tools

PREFERRED SKILLS

• Bachelor's degree.
• Collateral Protection Insurance (CPI), commercial insurance, specialty insurance, lending, banking, credit union, or automotive finance experience.
• Knowledge of insurance regulations, underwriting guidelines, rates, forms, pricing, and compliance requirements.