Financial Institutions Underwriter

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Financial Institutions Underwriter - New York Region

As a member of The Hartford’s Financial Lines organization, the Financial Institutions Underwriter is responsible for underwriting and generating new business within the Financial Institutions segment. Reporting to the Managing Director of the Diversified/Financial Services Team, this role serves public and large private financial institutions, including Asset Managers, Private Equity/Venture Capital firms, Insurance Companies, REITs, and Banks. Products include Primary and Excess D&O, E&O, Fiduciary, and EPL coverages.

Responsibilities:

Territory Management & Relationship Development

• Execute territory strategy and develop broker partnerships that drive profitable growth.
• Build and maintain strong relationships with brokers, clients, and internal business partners.
• Develop and manage a targeted pipeline of new business opportunities.
• Leverage market intelligence and competitive insights to expand market presence and win business.

Sales Excellence

• Apply a consultative sales approach to uncover client needs and business opportunities.
• Effectively communicate The Hartford’s value proposition, products, and underwriting expertise.
• Prepare thoroughly for broker and client meetings to advance business objectives.
• Serve as a trusted advisor and negotiate solutions that support growth and profitability.

Underwriting & Technical Expertise

• Analyze, select, and structure Financial Institutions risks consistent with underwriting appetite and profitability goals.
• Evaluate financial, operational, and loss information to identify exposures and underwriting concerns.
• Communicate coverage, deal structure, and risk selection recommendations to brokers.
• Maintain expertise in policy forms, endorsements, exclusions, and coverage language.

Key Success Measures

• Profitable premium growth and portfolio performance.
• New business generation and pipeline conversion.
• Expansion of broker relationships and market presence.
• Disciplined underwriting execution and risk selection.

Qualifications:

• 5+ years of Financial Institutions Management Liability and Professional Liability underwriting experience.
• Proven ability to build strong broker, client, and internal business relationships.
• Excellent communication, analytical, negotiation, and decision-making skills.
• Results-oriented self-starter with strong organizational skills, technical expertise, and an entrepreneurial mindset.

The job title and level for this position will be determined based on the selected candidate’s qualifications and experience.

Location:

Hybrid role based in New York, NY, with an expectation of working in the office three days per week.

Compensation

The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:

The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience.

Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age