Middle Market Executive Technology Underwriter for Private Equity

Liberty Mutual InsuranceChicago, IL, United States

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Overview

The Middle Market Executive Technology Underwriter for Private Equity is responsible for developing, growing and maintaining a profitable book of technology Property & Casualty business focused on private equity‑sponsored and PE‑backed technology companies inclusive of portfolio programs. This includes marketing, underwriting decision making, building mutually beneficial agent / broker and sponsor relationships, establishing a market‑facing leadership presence in the PE community, and applying underwriting tools, systems, and expert resources. The role also guides and mentors less experienced underwriters in PE‑specific underwriting, including regular employee coaching with feedback to the manager on progress.

Responsibilities

Risk Selection :

Review, rate, underwrite and evaluate PE‑sponsored technology accounts by qualifying sponsor and portfolio company risk profiles, understanding deal structure (buyouts, add‑ons, recapitalizations), leverage and transaction timing.

Assess sponsor track record, portfolio management practices, common risk concentrations, post‑acquisition integration risk and exit strategies when determining insurability, premium, terms and conditions.

Obtain necessary approvals and create / present tailored proposals that reflect PE deal dynamics (e.g., representations around transaction timing, coverage for management transitions, carve‑outs for jumbo M&A exposures). Negotiate and structure deals with an awareness of sponsor priorities and industry M&A cycles to secure profitable, long‑term placements.

Agent / Broker / Sponsor Relationships :

Demonstrate high responsiveness to Agents, Brokers and Private Equity deal teams; build trusted relationships with sponsor investment and portfolio management teams as well as placement brokers. Support agent / broker objectives by providing PE‑relevant underwriting guidance, participating in deal calls and diligence processes, performing site visits of portfolio companies and attending board or sponsor meetings as appropriate.

Develop a strong personal brand in the PE ecosystem to build and maintain a long‑term, quality pipeline of PE‑sponsored opportunities and cross‑selling channels.

Portfolio Management (PE portfolio stewardship) :

Manage a sizable and complex book of PE‑backed technology business by analyzing portfolio composition by sponsor, sector, geographic and coverage concentration.

Identify opportunities to improve growth, profit and diversification across sponsor relationships and execute targeted marketing plans to increase market share within the PE channel.

Monitor transaction activity (acquisitions, dispositions, management turnover) within portfolio companies and adjust underwriting strategy, pricing, and coverage terms to reflect evolving risk.

Documenting the Deal (PE diligence and auditability) :

Document files to reflect thorough PE‑centric thought processes and decision making, including sponsor due diligence results, transaction documents reviewed, special endorsements required for deal timing, and any contingent exposures.

Ensure comprehensive account reviews, sign‑offs and referrals comply with state regulations, letters of authority and underwriting guidelines while preserving a clear audit trail for sponsor and broker inquiries.

Leadership and Knowledge Transfer :

Formally guide, mentor and coach underwriters and account analysts in PE‑specific technical and professional skills (e.g., evaluating sponsor track records, reading transaction documents, assessing covenant / leverage risk).

Serve as an internal resource on PE deal dynamics and regularly update colleagues on PE market trends, major sponsor activity and lessons learned from claims or loss events involving PE‑backed companies.

Continuous Improvement :

Actively participate in continuous improvement by generating suggestions and participating in problem solving related to underwriting tools, submission workflows and PE deal intake processes.

Help refine underwriting guidelines, appetite statements and submission templates to better support efficient evaluation and placement of PE‑sponsored technology accounts.

Qualifications

Degree in Business or equivalent typically required

A minimum of 7 years expected, typically 10 years or more, of progressive underwriting experience and / or other related business experience

CPCU or professional insurance designation preferred

Proven analytical ability to evaluate and judge underwriting risks within scope of responsibility

Demonstrated ability to communicate complex analyses and information in understandable written and / or oral directives to other persons in the organization for underwriting or training purposes

Demonstrated effective communication and interpersonal skills in dealing with internal and external stakeholders

Must demonstrate comprehension of most complex technical underwriting issues and be capable of defining and implementing necessary underwriting and administrative processes / workflows to properly manage or administer those issues

Proven track record of developing and underwriting profitable business

About Us

Pay Philosophy : The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and / or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.

As a purpose-driven organization, Liberty Mutual is committed to fostering an environment where employees from all backgrounds can build long and meaningful careers. Through strong relationships, comprehensive benefits and continuous learning opportunities, we seek to create an environment where employees can succeed, both professionally and personally. At Liberty Mutual, we believe progress happens when people feel secure. By providing protection for the unexpected and delivering it with care, we help people embrace today and confidently pursue tomorrow. We are dedicated to fostering an inclusive environment where employees from all backgrounds can build long and meaningful careers. By actively seeking employee feedback and amplifying the voices of our seven Employee Resource Groups (ERGs), which are open to all, we create an environment where every individual can make a meaningful impact so we continue to meet the evolving needs of our customers. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well‑being. To learn more about our benefit offerings please visit : https : / / LMI.co / BenefitsLiberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.

Fair Chance Notices

California

Los Angeles Incorporated

Los Angeles Unincorporated

Philadelphia

San Francisco

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Executive Underwriter • Chicago, IL, United States