UA Analyst - Middle Market jobs in United States
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Zurich North America · 3 hours ago

UA Analyst - Middle Market

Zurich North America is hiring a UA Analyst – Middle Market to join their team. This role involves analyzing risk exposures and supporting underwriting decisions while maintaining compliance and documentation, as well as engaging with brokers and mentoring team members.

CommercialFinancial ServicesInsurance
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Comp. & Benefits
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Hiring Manager
Jim Rizzo
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Responsibilities

Analyze risk exposures by reviewing risk controls, loss history, financial condition, and other key information to support underwriting decisions regarding submission acceptance or declination. May execute underwriting actions within established risk appetite
Assist underwriters by evaluating and recommending inputs related to policy rating, pricing, policy construction, coverages, exclusions, and required forms to ensure accurate quoting and issuance. Execute tasks according to standard operating procedures (SOPs)
Proactively identify information needs, seeking alternative and relevant data sources through underwriting tools to improve risk understanding. Track contingencies, issue binders and endorsements, invoice as needed, and coordinate with internal service units (e.g., rating, billing)
Maintain electronic file documentation, ensuring accuracy, regulatory compliance, and audit‑ready condition
Lead account servicing activities—both independently and in partnership with underwriters—for new business, renewals, and endorsements on more complex accounts
Engage with brokers, agents, distributors, and customers, conducting planned and well-prepared interactions and on‑site visits related to servicing matters. Build strong working relationships across internal teams and with broker partners
Support and mentor team members by providing coaching, problem-solving assistance on complex transactions, and context behind solutions to aid development
Participate in special projects as assigned

Qualification

Insurance knowledgeData analysisPolicy management systemsCustomer serviceMicrosoft OfficeProblem-solvingAgilityCommunication skillsAttention to detailAdaptabilityCritical thinkingTeam mentoring

Required

Bachelor's degree and 2+ years of experience in Insurance, Underwriting, or Market Facing OR
Zurich Certified Insurance Apprentice (with Associates Degree) and 2+ years of experience OR
High School Diploma or equivalent and 4+ years of experience in Insurance, Underwriting, or Market Facing AND
Knowledge of the insurance industry and regulatory environment
Experience in data collection and analysis
Experience with insurance processing, rating, and policy management systems
Customer service background
Problem-solving experience
Experience servicing portfolios across multiple lines of business
Proficiency with Microsoft Office

Preferred

Agility and adaptability
Strong critical, conceptual, and abstract thinking skills
Broad insurance industry knowledge, including philosophy and techniques
Foundational understanding of coverage and rating concepts, rating plans, and regulations for Loss Sensitive programs
High attention to detail for data preparation, data hygiene, and initial risk analysis
Strong communication (verbal/written) and active listening skills
Basic–Intermediate Excel skills (sorting, filtering, formulas, pivot tables)
Working knowledge of insurance processing, rating, and policy systems

Benefits

Short-term incentive bonus eligibility set at 10%
Competitive pay and comprehensive benefits for employees and their families

Company

Zurich North America

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Zurich American Insurance is an international commercial property-casualty insurance provider. It is a sub-organization of Zurich Insurance Group.

Funding

Current Stage
Late Stage

Leadership Team

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James Bracken
Chief Financial Officer
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Ann Chai
Chief Risk Officer
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Company data provided by crunchbase