What are the responsibilities and job description for the Underwriter - Financial Lines position at Peterson Technology Partners?
Job Description:
Our client is seeking an experienced Financial Lines Underwriting professional to manage and grow a profitable portfolio of Private and Not-for-Profit Financial Lines products. This role will be responsible for overseeing the underwriting, rating, and servicing of new and renewal business while maintaining high-quality underwriting standards and ensuring consistent, accurate underwriting files.
The ideal candidate will have strong Financial Lines underwriting experience, established broker relationships, and a proven track record of success in the insurance market. This individual will develop and execute regional marketing and client strategies, strengthen relationships with existing Financial Lines brokers, identify new broker opportunities, and drive submission, quote, and bind performance.
The role will also provide opportunities to collaborate across product lines and identify appropriate cross-selling opportunities. Strong leadership, communication, organization, attention to detail, and the ability to effectively manage multiple priorities are essential for success.
Job Duties:
About Us
Peterson Technology Partners (PTP) is an Equal Opportunity Employer committed to creating a transparent, inclusive, and human-centered hiring experience.
For more than 28 years, PTP has operated as one of the top IT staffing and recruiting firms in the USA—built on trust, long-term partnerships, and technical excellence.
Based in the Chicago suburb of Park Ridge, IL, our team of more than 500 employees and consultants is dedicated to:
AI-Assisted Interview Experience (Pete & Gabi – Rebecca):
To provide a consistent, fair, and flexible experience for all candidates, we use AI-assisted tools to support parts of the interview process. This includes our proprietary AI platform Pete & Gabi, which includes AI recruiter Rebecca.
These AI hiring tools help us:
Technical or Case Interviews (Role-Dependent): −
When applying for certain tech jobs, you may participate in:
Human Review & Selection:
Every candidate’s profile—including interviews, conversations, and assessments—is reviewed by experienced recruiters and hiring leaders.
AI insights may assist with organization and evaluation, but final decisions are always human-driven.
Your Rights as a Candidate:
At PTP, every candidate has the right to:
Our Commitment:
For more than 28 years, PTP has focused on putting people first—candidates, consultants, employees, and clients.
We’re committed to a hiring process that is:
We’re excited to learn more about you.
Equal Employment Opportunity:
Peterson Technology Partners is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, national origin, gender identity, sexual orientation, disability, veteran status, or any other protected characteristic.
Our client is seeking an experienced Financial Lines Underwriting professional to manage and grow a profitable portfolio of Private and Not-for-Profit Financial Lines products. This role will be responsible for overseeing the underwriting, rating, and servicing of new and renewal business while maintaining high-quality underwriting standards and ensuring consistent, accurate underwriting files.
The ideal candidate will have strong Financial Lines underwriting experience, established broker relationships, and a proven track record of success in the insurance market. This individual will develop and execute regional marketing and client strategies, strengthen relationships with existing Financial Lines brokers, identify new broker opportunities, and drive submission, quote, and bind performance.
The role will also provide opportunities to collaborate across product lines and identify appropriate cross-selling opportunities. Strong leadership, communication, organization, attention to detail, and the ability to effectively manage multiple priorities are essential for success.
Job Duties:
- Build a well-balanced and profitable portfolio of Private and Not-for-Profit Financial Lines products
- Oversee the Underwriting, rating, and servicing of new and renewal submissions
- Ensure that underwriting files are of consistent quality and cover all relevant issues
- Facilitate marketing / client plan for the region
- Meet regularly with assigned Financial Lines brokers; Identify and establish new relationships with FL brokers; Success to be measured by submission/quote/bind metrics compared to prior periods of the team
- Develop a working knowledge of other Client products to facilitate cross sale of those products where applicable
- Bachelor's Degree or equivalent
- 3 years of experience managing a Financial Lines book of business
- Detail oriented; Attention to quality/accuracy
- Ability to multi-task and prioritize workflows efficiently
- Ability to lead a team in a group environment
- Proven track record of success with Georgia insurance marketplace
- Professional demeanor in verbal and written communications
About Us
Peterson Technology Partners (PTP) is an Equal Opportunity Employer committed to creating a transparent, inclusive, and human-centered hiring experience.
For more than 28 years, PTP has operated as one of the top IT staffing and recruiting firms in the USA—built on trust, long-term partnerships, and technical excellence.
Based in the Chicago suburb of Park Ridge, IL, our team of more than 500 employees and consultants is dedicated to:
- Helping every client make the best hiring decisions possible
- Matching professionals with the right IT jobs and career opportunities
AI-Assisted Interview Experience (Pete & Gabi – Rebecca):
To provide a consistent, fair, and flexible experience for all candidates, we use AI-assisted tools to support parts of the interview process. This includes our proprietary AI platform Pete & Gabi, which includes AI recruiter Rebecca.
These AI hiring tools help us:
- Conduct recorded video interviews
- Transcribe interviews
- Summarize candidate responses
- Generate job-related insights
- Streamline communication and scheduling
- The AI does NOT make hiring decisions; all decisions are made by our human recruiters, hiring managers, or client partners.
- The AI does not evaluate facial expressions, emotions, or physical traits; it is used only to support fairness, consistency, and efficiency.
Technical or Case Interviews (Role-Dependent): −
When applying for certain tech jobs, you may participate in:
- A technical interview
- A coding challenge
- A case study
- A client-specific assessment
Human Review & Selection:
Every candidate’s profile—including interviews, conversations, and assessments—is reviewed by experienced recruiters and hiring leaders.
AI insights may assist with organization and evaluation, but final decisions are always human-driven.
Your Rights as a Candidate:
At PTP, every candidate has the right to:
- Request a non-AI interview path
- Ask how your data is being used
- Request access to transcripts or interview recordings
- Request deletion of your AI-recorded interview
- Receive clear, timely communication
Our Commitment:
For more than 28 years, PTP has focused on putting people first—candidates, consultants, employees, and clients.
We’re committed to a hiring process that is:
- Transparent
- Compliant
- Equitable
- Powered by innovative technology that enhances—not replaces—human judgment
We’re excited to learn more about you.
Equal Employment Opportunity:
Peterson Technology Partners is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, national origin, gender identity, sexual orientation, disability, veteran status, or any other protected characteristic.
Salary : $100,000 - $150,000