Team Leader, Financial Institutions

Company: Chubb
Location: Dallas
Posted on: April 1, 2026

Job Description:

Description We are looking for a strategic and dynamic leader to partner with the Commercial Manager and distribution network. The role will lead a regional Financial Institutions book of business for the Southwest Region across a team of underwriters. Responsibilities: Responsible for the profit, growth and fostering of internal and external relationships of a financial institutions property and casualty book within assigned territory/branch. Directly accountable for the middle market P&C branch underwriting operation and results, including driving new business production and retention efforts for all FPC lines of business which are managed locally or at an underwriting center. This is a player coach role, and the Team Lead is expected to handle a book. This Team Lead is responsible for hiring, retention, performance management, compensation and technical training and coaching and development for multiline underwriting staff. The lead is also responsible for advancing the sales and marketing expertise of the regional FPC team. Specific responsibilities include: P&L - Accountability (premium, profitability, growth, retention, and expense plans/results) for middle market P&C business serviced within assigned branch(es). Portfolio Management/LOB - Direct profit and loss responsibility for field (middle market) business; coordination, agency management, and production responsibility across FPC product portfolio. Underwriting Strategy Execution - Manages execution of new middle market underwriting and renewal underwriting strategy for assigned branch(es) Technical UW/Referral Resource - In collaboration with Product, serves as technical resource for referrals and underwriting authority. Point of contact for branch risks which fall outside of field authority; coordinate efforts with Home Office/Product and Segment leaders. Quality Assurance - Monitors underwriting quality. Marketplace Focus - Develop opportunities particular to the marketplace and provide customized approaches on market conditions and agency needs. Marketing Strategy and Execution - Works closely with Field Operations and CI Manager on development and execution of marketing strategy and coordinates marketing and production activities within assigned branch(es) for entire portfolio of CIS business. Working with professional lines to strengthen core product offering while driving retention and growth. Business Development - Directs business development activities and provides guidance for implementing sales and/or product launches. Producer Management: -Primary responsibility for managing regional/local producer plant; responsible for cohesive and consistent agency management strategies across assigned locations. Facilitates product education/appetite; serves as point person for key local producer relationships. Budget and Expense Administration - Ensures effective FPC expense administration to fit budget plan. Staff Development and Staff Administration (including Performance Management and Compensation) – Accountable for new hire onboarding, training and developing, succession planning, culture of inclusion, coaching and mentoring and retention of staff. Ensure effective deployment of staff for assigned locations; maintain mentoring / succession relationship with several High Potential Underwriters within assigned locations. Oversee workflows, staffing resources, and appropriate application of technology to ensure efficient, cost-effective field operation. Collaborate with HR on performance management and compensation process. Qualifications 5-7 years underwriting P&C business The ideal candidate will have demonstrated success in production, influence management and strong technical aptitude within the Financial Institutions space. Candidate should possess strong knowledge of CI P&C products, underwriting, marketing and the competitive environment. In addition, qualified candidates will demonstrate knowledge, skills and abilities in revenue generation, staff leadership, and producer management as well as exhibited competencies in communicating, collaborating and executing strategy for all products and segments. It is essential to have a well-established track record of overseeing a profitable book of business, complex agency distribution, and a high level of underwriting expertise. Strong presentation skills and effective communication of strategies, goals and plans for the Commercial Insurance Specialty Influence management and proven ability to balance multiple stakeholder perspectives to achieve business goals Competencies: Understanding of middle market P&C products and appetite Strong understanding of field distribution plant (broker, regional, independent agents) Strong people management skills Strong technical/underwriting leadership skills to manage a team of multiline commercial underwriters Advanced marketing and sales skills Builds Strategic Relationships Drives Customer Focus Demonstrates Agility Drives Execution Exerts Operational Decision Making Exhibits Skillful Communication

Keywords: Chubb, Cedar Hill , Team Leader, Financial Institutions, Sales , Dallas, Texas