Ultra High Net Worth Underwriter
$100k - $140kW. R. Berkley
Berkley One Job Opportunity
Berkley One is a modern insurance provider for a modern generation of affluence. We serve clients who live dynamic, adventurous lives and expect their insurance experience to match. Our mission is to deliver highly personalized risk and claims management through a blend of expert independent agents, cutting-edge digital tools, and the strength of the W.R. Berkley brand.
At Berkley One, you'll be part of a forward-thinking team that's reimagining personal insurance. We're building solutions that are as sophisticated and agile as the clients we serve—individuals and families who value innovation, simplicity, and exceptional service. You'll collaborate with passionate professionals, leverage modern technology, and help shape the future of our industry.
What We Value
- A client-first mindset with a passion for delivering exceptional experiences
- Curiosity, creativity, and a drive to challenge the status quo
- Collaboration across disciplines to build smarter, more intuitive solutions
- Integrity, expertise, and a commitment to excellence
Join us in creating a new standard in personal insurance—where protection meets possibility.
The Company is an equal employment opportunity employer.
Responsibilities
The Ultra High Net Worth Underwriter at Berkley One plays a pivotal role in evaluating and underwriting large account risks, with a strong emphasis on profitable growth and relationship management. This position involves significant decision-making authority and collaboration across multiple teams to ensure high-quality underwriting outcomes.
This role will be based in one of our offices:
- Morristown, NJ
- Phoenix, AZ
- Chicago, IL
We offer a hybrid work schedule with 4 days in the office; and 1 day remote where it makes sense to do so.
What you can expect:
- Culture of innovation, teamwork, supportive colleagues and leaders willing to invest in talent
- Internal mobility opportunities
- Visibility to senior leaders and partnership with cross functional teams
- Opportunity to impact change
- Benefits – competitive compensation, paid time off, comprehensive wellness benefits and programs, employer funded health savings account, profit sharing, 401k, paid parental leave, employee stock purchase plan, tuition assistance and professional continuing education
We'll count on you for:
- Underwriting: Focus on underwriting large account new business daily and mining the renewal portfolio, leveraging expertise and sound judgment to select and price risks that align with Berkley One's profitability goals.
- Risk Management Collaboration: Partner with risk management to assess exposures and recommend solutions that enhance the overall quality of the risk.
- Innovation and Process Improvement: Contribute to continuous improvement by identifying opportunities for innovation in underwriting practices and organizational priorities.
- Agent Relationship Management: Build and maintain strong relationships with a designated group of agents. Act as a trusted advisor by understanding their needs, coaching on solutions, and fostering loyalty to the Berkley One brand.
- Appetite Consultation: Educate agents on Berkley One's risk appetite and guide them in applying this knowledge to appropriate risk selection.
- Technology Utilization: Use advanced underwriting tools and analytics to monitor portfolio quality and inform individual underwriting decisions.
- Cross-Functional Collaboration: Work closely with Distribution and Marketing teams to co-develop strategies that drive business growth and enhance market presence.
- Other work as assigned
Qualifications
What you'll bring:
- Bachelor's degree (BA or BS) or equivalent professional experience
- Industry Experience: Minimum 5 years of underwriting experience in high-net-worth personal lines.
- Underwriting Expertise: You have deep technical underwriting competency and love to work on large accounts.
- Customer-Centric Mindset: Deep empathy for both insureds and agents, with a passion for delivering an exceptional brand experience and advocating for customer needs.
- Strong Communicator: Exceptional verbal and written communication skills, with the ability to adapt your style to suit different audiences and situations.
- Curious and Innovative: Naturally inquisitive, always seeking to understand how things work and how they can be improved.
- Analytical Thinker: Enjoys diving into account details to craft underwriting solutions that align with guidelines, profitability goals, and client needs.
- Flexible and Mobile: Willingness to travel as needed, including overnight trips, and to work flexible hours to support clients across time zones.
- Tech-Savvy: Demonstrates exceptional proficiency with technology and underwriting tools.
What makes you stand out:
- Composed and Organized: Maintains calm under pressure, demonstrates integrity, and follows through on commitments with precision and professionalism.
- Collaborative Challenger: Comfortable questioning the status quo while working effectively with colleagues across all levels of the organization.
- Accountable and Engaged: Brings a strong sense of ownership, a spirit of adventure, and a positive, team-oriented attitude.
- Service-Oriented: Known for responsiveness and a "find a way to yes" approach, while maintaining strong relationships—even when saying no.
Additional Company Details
We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role include: • Base Salary Range: $100,000 - $140,000 • Eligible to participate in annual discretionary bonus. • Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit-Sharing plans. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.
Sponsorship Details
Sponsorship not Offered for this Role
$300k - $400k
...Tax Managing Director - Ultra HNW, Global PCS Optional Work from Home McLean, VA; Chicago, IL; Coral Gables, FL; Braintree, MA... ...not limited to: Serve as the lead tax advisor to ultra-high net worth and high net worth clients and their privately capitalized enterprises...High net worthFull timeWork from home- ...that's why there's nowhere like RSM. We have an exciting opportunity for an experienced Tax Partner to join our expanding Ultra High Net Worth (UHNW) team. This role provides an opportunity to join a high-performing practice where you will use your expertise in...High net worthLocal areaImmediate start
$75k - $130k
W. R. Berkley Corporation is seeking a Personal Lines Underwriter based in Chicago, IL. In this role, you will evaluate and underwrite... ...have at least two years of underwriting experience in high net worth personal lines and possess strong communication skills. This...High net worth$75k - $130k
...experience to match. Our mission is to deliver highly personalized risk and claims management... ...As a Personal Lines Underwriter at Berkley One, you'll play a pivotal role... ...years of underwriting experience in high net worth personal lines. Customer-Centric Mindset...High net worthFull timeWork at officeRemote workFlexible hoursNight shift$84k - $111k
...reimagining the way we help customers to manage risk. Join us as an Underwriter II, Energy to play your part in that transformation. It’s an... ..., Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we help customers to...High net worthWork at office$75k - $95k
...CIBC, please visit CIBC.com ( What You’ll Be Doing As a Private Banking Underwriter , you will be responsible for evaluating and structuring complex credit requests for high-net-worth clients, including investment-backed lending, program lending, real estate-secured...High net worthSelf employmentRemote workShift work$110k - $190k
...will act as a product partner to Private Bankers and Private Wealth Financial Advisors to identify and efficiently deliver Ultra High Net Worth Lending solutions to Morgan Stanley’s clients. Responsibilities Assess potential lending solutions, including evaluating a client...High net worthTemporary work$120k - $150k
...Join us as a Senior Executive Underwriter - National Accounts, Excess Casualty to step up to a key team leadership role that will drive... ..., Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we help customers to manage...High net worthContract workWork at officeFlexible hours$102k - $190k
...manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and... ...superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted...High net worthContract workPart timeLocal areaShift work- AllianceBernstein L.P. is seeking a Vice-President to lead marketing for the Mid-West region, primarily engaging with ultra- and high-net-worth clients. This role involves strategic marketing planning, designing impactful client events, and partnering with various teams...High net worth
$102k - $190k
...manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and... ...superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted...High net worthPart timeLocal areaShift work- ...This role offers a unique opportunity for attorneys seeking sophisticated work in a collaborative environment, focusing on ultra-high-net-worth clients. The firm offers a sustainable structure with reduced billing hours, hybrid flexibility, and room for long-term growth...High net worthWork at office
- ...experienced Tax Partner to oversee tax operations and guide high-level client engagements. This role involves providing strategic... ...firm growth, mentoring tax professionals, and advising ultra-high-net-worth clients. The ideal candidate must have at least 12-15 years of...High net worth
$225k - $340k
...opportunity is ideal for an attorney interested in working with high-net-worth individuals, families, family offices, business owners, and... ...private client and wealth planning practice High-net-worth and ultra-high-net-worth client base Direct client interaction and...High net worthWork at office- ...relationships within a collaborative platform. The group advises high-net-worth individuals, families, family offices, business owners, and... ...background ~ Experience working with high-net-worth and ultra-high-net-worth clients ~ Portable business is welcomed but...High net worth
- ...marketing professional with 10+ years of experience Prior work in high‑touch, intimate marketing engagement with premium and... ...and a wide array of investment management services to high and ultra‑high‑net‑worth families, endowments, foundations, and institutions to help them...High net worthContract workLocal area
- I’m currently partnering with a highly sophisticated private client law firm that’s looking to add a Trusts & Estates Associate... ...collaborative, lower-billable environment. The practice represents ultra-high-net-worth individuals, families, family offices, and business owners...High net worthWork at office
- ...knowledge of fiduciary standards and the ability to provide proactive advice. Ideal candidates will have extensive experience with ultra-high net worth clients, strong leadership skills, and relevant professional designations. This opportunity includes a competitive salary...High net worth
- ...BERTSCH : DUGGAN BERTSCH is a full-service law firm that specializes in the needs of the Private Client. Our clients include ultra-high net worth and new wealth individuals (business owners, athletes, and entertainers). Our practice areas include trusts & estates,...High net worthContract workWork at office
$200k - $225k
...A prestigious financial advisory firm in Chicago is seeking a Senior Wealth Planner to provide expert financial guidance to ultra-high-net-worth clients. This role involves deep discovery of client financial situations, developing customized wealth plans, and collaborating...High net worthWork at office$200k
...LHH is partnering with a leading private client-focused firm in Chicago on a high-impact tax role supporting ultra-high-net-worth individuals, closely held businesses, and complex transactions. This is a unique opportunity to combine sophisticated tax planning + M&...High net worthWork at officeLocal area$147k - $260k
Overview The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively...High net worth$70k - $160k
...Goldman Sachs Bank AG is seeking a Financial Planner in Chicago, Illinois, to help shape the financial futures of ultra-high net worth clients. You will work collaboratively with an advisor team, providing personalized financial and investment planning services. Candidates...High net worthWork at office- ...Description We are a full-service accounting firm that specializes in the needs of the Private Client. Our clients include ultra-high net worth and new wealth individuals (business owners, athletes, and entertainers). The taxation practice includes preparation for the...High net worthWork at officeImmediate startRemote work
$210k - $270k
...and focus on long-term professional growth. We are a team of highly skilled accounting professionals who value collaboration,... ...to serving the complex needs of Private Clients, including ultra-high-net-worth (UHNW) and emerging-wealth individuals—entrepreneurs, athletes...High net worthFor contractorsPrivate practiceImmediate startRemote work$147k - $260k
JPMorgan Chase seeks a Client Specialist in Chicago to address the wealth needs of High Net Worth and Ultra High Net Worth clients. This role involves marketing wealth management services and generating new business alongside wealth advisors. Candidates need licenses (...High net worth$200k - $300k
...LHH is working with a highly regarded, growth-oriented private client law firm to identify a Trust & Estate Planning Attorney... ...sophisticated estate and wealth planning practice advising ultra-high-net-worth individuals, families, and closely held business owners in coordination...High net worthWork at officeLocal areaFlexible hours$75k - $90k
...Role Overview The Associate, Private Wealth Client Services plays a key role in delivering exceptional experiences for high-net-worth and ultra-high-net-worth individuals. This position serves as a primary contact for clients, supporting wealth advisors in providing...High net worthFull timeTemporary workWork at officeLocal area$114.5k - $194.7k
Northern Trust is seeking a Portfolio Advisor in Chicago to manage investment activities for high net worth and ultra-high net worth clients. The position requires 6 to 8 years of investment experience and a strong knowledge of portfolio management. A CFA designation is...High net worth$68k - $73k
Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high‑net‑worth and ultra‑high‑net‑worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Bernstein...High net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Ultra High Net Worth Underwriter. Be the first to apply!
- senior underwriter Chicago, IL
- insurance underwriter Chicago, IL
- personal lines underwriter Chicago, IL
- group underwriter Chicago, IL
- surety underwriter Chicago, IL
- energy underwriter Chicago, IL
- production underwriter Chicago, IL
- commercial underwriter Chicago, IL
- life underwriter Chicago, IL
- life insurance underwriter Chicago, IL


