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 will be part of a forward‑thinking team that is reimagining personal insurance. We are building solutions that are as sophisticated and agile as the clients we serve – individuals and families who value innovation, simplicity, and exceptional service. You will 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, 401(k), 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 includes: 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. #J-18808-Ljbffr W.R. Berkley
$100k - $140k
W.R. Berkley in Phoenix, AZ is seeking an Ultra High Net Worth Underwriter to evaluate and underwrite large account risks. The ideal candidate will have a strong focus on profitable growth and relationship management, leveraging modern technology and innovative solutions...High net worthWork at officeRemote work$75k - $130k
...experience to match. Our mission is to deliver highly personalized risk and claims management... .... Responsibilities As a Personal Lines Underwriter at Berkley One, you'll play a pivotal... ...of underwriting experience in high net worth personal lines. Customer‑Centric Mindset...High net worthFull timeWork at officeRemote workFlexible hoursNight shift$75k - $130k
...experience to match. Our mission is to deliver highly personalized risk and claims management... .... Responsibilities As a Personal Lines Underwriter at Berkley One, you'll play a pivotal... ...of underwriting experience in high net worth personal lines. Customer‑Centric Mindset...High net worthFull timeWork at officeRemote workFlexible hoursNight shift$55k - $85k
Tax Advisors - Ultra High Net Worth Clients The Tax Advisors are responsible for providing compliance services and sophisticated tax planning for diverse and complex UHNW clients. This role works closely with the Director of Tax to deliver high-level tax solutions tailored...High net worthFull time$75k - $130k
Berkley One (a Berkley Company) is seeking an Underwriter in Scottsdale, AZ, to manage new business underwriting and enhance agent relationships... ...requires a bachelor’s degree and two years of experience in high net worth personal lines, focusing on exceptional service and...High net worthRemote work$75k - $130k
Berkley One, located in Scottsdale, AZ, seeks a Personal Lines Underwriter who evaluates and underwrites new business risks. This role... ...and have at least two years of underwriting experience in high net worth personal lines. Exceptional communication skills and a customer...High net worth$100k - $350k
Our client, a highly successful, nationally recognized Wealth Management Team, is seeking... ...advisory role, working directly with high-net-worth clients while supporting senior advisors... ...Experience working with high-net-worth or ultra-high-net-worth clients Proven ability to...High net worthTemporary workFlexible hours- ...seeking a Private Wealth Management (PWM) advisor to build client relationships and deliver tailored wealth management advice for ultra high net worth individuals. The ideal candidate will have over four years of relevant experience, strong client focus, and must obtain...High net worth
- BMO in Scottsdale, Arizona is looking for a specialist to provide wealth planning for High Net Worth and Ultra High Net Worth clients. This role requires a minimum of 5 years in a similar position and involves collaborative efforts with various professionals to offer comprehensive...High net worth
$85k - $125k
...require coverage for the unique, the unusual, or the unconventional, they come to the Private Client Practice at Burns & Wilcox. Our Underwriters have full underwriting authority to build and grow a profitable book of Private Client business across the US and Canada. Burns...Private practiceFlexible hours$55k - $85k
A financial services firm based in Phoenix, AZ is seeking a Tax Advisor to provide compliance services for ultra-high-net-worth clients. Ideal candidates will have 3+ years of experience in tax compliance and planning, with exceptional communication skills. The role involves...High net worth- ...strong communication skills, and the ability to manage complex loan transactions. This role demands relationship-building with ultra-high-net-worth clients and collaboration with Advisory teams to ensure a seamless client experience. Join our dedicated team to contribute...High net worth
- Goldman Sachs Group, Inc. is seeking a Private Wealth Advisor in Arizona to create customized wealth management strategies for ultra high net worth individuals and families. The role requires an entrepreneurial spirit and a strong focus on client relationships while...High net worth
$150k
...interesting, and the firm is built to let attorneys practice at a high level without the administrative drag most family law jobs... ...The Work Because the client base spans low-income to ultra-high-net-worth, you can delve into sophisticated, complex matters without losing...High net worthFull timeFlexible hours- ...management platform designed to support long-term growth. Key Responsibilities: Develop and maintain relationships with high-net-worth and ultra-high-net-worth clients Deliver comprehensive financial planning and wealth management solutions Grow and deepen...High net worthFull time
- A financial services firm in Scottsdale is seeking a Relationship Manager in Advice & Wealth Management to manage ultra-high-net-worth clients. The role involves building strong relationships, guiding clients through complex financial decisions, and leading discussions...High net worth
- ...Consultant, Specialist to join their Advice and Wealth Management division in Scottsdale, AZ. This role focuses on advising ultra-high net worth clients on advanced estate and tax planning matters. The ideal candidate will possess strong analytical skills, a relevant educational...High net worthRelocation package
$91.8k - $171k
BMO U.S. is looking for a wealth planning specialist to serve High Net Worth and Ultra High Net Worth clients. This role requires collaboration with various financial professionals to provide comprehensive wealth planning solutions. Candidates should have 5-9 years of...High net worth$85k - $125k
A leading specialty insurance firm in Scottsdale, AZ is seeking an experienced Underwriter to manage agency relationships and build a profitable book of business. This role requires a minimum of 3 years of underwriting experience and a Bachelor’s degree. Responsibilities...Flexible hours$60k - $200k
World Insurance As is looking for Personal Lines Client Advisors in Scottsdale, Arizona. This role focuses on building relationships with affluent individuals and families, offering tailored risk management solutions. With a competitive base salary ranging from $60,000 ...High net worth- ...minimum of 5 years experience in selling personal lines insurance, strong negotiation skills, and the ability to manage client relationships effectively. Familiarity with high-net-worth accounts and insurance carriers is essential. #J-18808-Ljbffr Scali Insurance GroupHigh net worth
- ...beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts,... ...leadership and credit expertise to structuring highly customized credit solutions to meet the unique needs of our ultra‑high‑net‑worth clients. Responsibilities Leads the growth...High net worthShift workDay shift
- ...interesting, and the firm is built to let attorneys practice at a high level without the administrative drag most family law jobs... ...you. The Work Because the client base spans low-income to ultra-high-net-worth, you can delve into sophisticated, complex matters without losing...High net worthWork at office
- ...part of a dynamic team of professionals working with athletes, entertainers, entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals. Primary responsibilities: Analyze, review and compile tax return data. Prepare federal,...High net worthFull timeWork at officeLocal area
$20 per hour
...Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra‑high net worth and high‑net worth individuals and families. Your expertise a balanced resume that includes solid academic performance and...High net worthPart timeInternshipWork at office$103.22k - $136.11k
...opportunity. In this role you will be responsible for attracting and underwriting middle market business, deploying effective account management... ...management skillset to include ability to establish high degree of trust with internal and external partners. Analytical...Contract workTemporary workWork at officeLocal areaRemote work- ...Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one...High net worth
$101.23k - $172.36k
...US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios... ...Management ~2 years of experience in the High Net Worth or Ultra High Net Market markets ~2 + years delivering formal client...High net worthRemote work- ...both routine and complex matters, taking ownership of files and playing an active role in advising families, fiduciaries, and high-net-worth individuals. Responsibilities Draft and review estate planning documents, including wills, revocable and irrevocable trusts,...High net worthPrivate practice
$66.9k - $95k
...The multi-line underwriter will be responsible for underwriting of new business for an assigned group of agencies in the West Region. Maintains effective relationships with agency contacts to ensure accurate information is gathered for risk evaluation and provides consultation...Work at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Ultra High Net Worth Underwriter. Be the first to apply!
- production underwriter Phoenix, AZ
- field underwriter Phoenix, AZ
- insurance underwriter Phoenix, AZ
- quality control underwriter Phoenix, AZ
- commercial underwriter Phoenix, AZ
- senior underwriter Phoenix, AZ
- energy underwriter Phoenix, AZ
- remote underwriter Phoenix, AZ
- casualty underwriter Phoenix, AZ
- credit underwriter Phoenix, AZ



