Job Description

About The Company:

Private Client Select Insurance Services (PCSIS), is an independent managing general underwriter (MGU) majority owned by Stone Point Capital. Private Client Select Insurance Services protects the lifestyles and legacies of the most successful individuals across the U.S by providing robust risk management solutions and comprehensive coverage to preserve high-value assets. We understand their passions and are committed to preserving the lifestyle they built.

PCS employs approximately 420 staff members. The company has offices in New York, NY; Schaumburg, IL; and St. Petersburg, FL. PCS has a geographically diverse workforce and supports hybrid and remote business-based flexibility.

Job Summary:

We are seeking an experienced and proactive Underwriting Training Manager to lead training initiatives for our High Net Worth (HNW) underwriting team. This role will be responsible for designing, developing, and delivering impactful training programs that support onboarding, continued education, and business alignment across underwriting, compliance, and operations.

Key Responsibilities:

• Develop and implement monthly underwriting training sessions aligned with business goals and strategic priorities.
• Create comprehensive training materials and resources to support new hire onboarding and development.
• Partner with underwriting leadership, compliance, and operations to ensure training content aligns with evolving business processes and regulatory requirements.
• Lead and manage continuing education programs for the underwriting team to ensure upskilling and knowledge retention.
• Deliver training in multiple formats, including live instruction, webinars, written guides, and one-on-one coaching.
• Serve as a subject matter expert and resource for best practices in underwriting training and performance development.
• Monitor the effectiveness of training programs and adjust content and delivery methods as needed.

Skills and Qualifications:

• 5+ years of experience in High Net Worth (HNW) underwriting or a related role in personal lines insurance.
• Proven ability to design and deliver training programs, ideally within an underwriting or insurance environment.
• Strong understanding of underwriting operations, compliance standards, and risk assessment processes.
• Excellent communication and facilitation skills with the ability to engage learners across various experience levels.
• Self-motivated with the ability to work independently and collaboratively with cross-functional teams.
• Experience using various training platforms and tools (e.g., webinar software, LMS, content creation tools).

Equal Employment Opportunity Policy:

PCS values and is fully committed to diversity and inclusion. It is the policy of PCS not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, nation of origin, race, religion, sexual orientation, gender identity, or veteran status.

Job Tags

Similar Jobs