Senior Manager responsible for High Net Worth underwriting at TD Insurance, leading client acquisition and team mentorship. Ensuring underwriting integrity and risk governance within the business unit.
Responsibilities
Attract, acquire, and retain High Net Worth clients through renewals, internal referrals, and strategic external opportunities.
Build and underwrite complex, high-value HNW policies.
Serve as senior escalation point for complex client matters.
Participate in annual client reviews and renewal discussions.
Hold the highest binding authority within the HNW advisor group.
Review and approve policies outside advisor binding authority.
Ensure underwriting integrity, pricing discipline, and compliance alignment.
Partner with HNW inspectors and risk stakeholders.
Mentor and coach HNW advisors.
Support recruitment and onboarding of specialists.
Assign clients based on experience and complexity.
Foster an inclusive, high-performance culture.
Support development of HNW strategy and product evolution.
Represent TD Insurance with clients and partners.
Requirements
10+ years High Net Worth Personal Lines insurance experience
Active insurance license in good standing
Deep underwriting expertise across complex assets
Proven HNW client acquisition and retention capability
Strong leadership, coaching, and negotiation skills
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