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Director, Service & Underwriting Operations - P&C

Role overview

Qualifications

  • Bachelor’s degree preferred
  • 10+ years of experience leading insurance service operations across multiple lines or carriers
  • Current and active 2-20 and 4-40 licenses or the ability to obtain within time frame established by the company
  • CPCU, AU, CIC and/or CPIA designations preferred

Responsibilities

  • Direct and profitably manage underwriting and call center operations to meet established standards, service level agreements, and financial objectives across commercial and personal lines.
  • Develop workflows, processes, and procedures; coach direct reports; conduct performance evaluations (30-60-90 day and annual) and foster professional growth.
  • Maintain positive relationships with carrier partners; ensure adherence to underwriting guidelines and service standards; resolve escalated issues; monitor profitability, loss ratio, and service level performance.
  • Lead budgeting and goal setting with senior leadership; partner with HR to hire/train a high-performance team; enforce underwriting quality control procedures and collaborate with internal and carrier audit teams for continuous improvement.

About the company

PEAK6 logo

PEAK6

Financial Services

We're In The Business Of What Ought To Be The business of doing, creating, and building the world the way we see fit. We seek out the transformational opportunity, making it better, more useful, more valuable. At PEAK6, we activate what is into what ought to be through world-class technology, operational excellence and purposeful design. Headquartered in the Chicago Board of Trade Building, PEAK6 is not your typical investment firm. While trading got us our start and still powers our center, we quickly realized that our vision was to embrace and empower today’s consumer through technology, simplifying processes, improving performance and creating new wealth.

Company details

Company typeLarge
IndustryFinancial Services
Company size1001 - 5000

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Job description

Company Overview

FOCUS provides cloud-based, core administration solutions (FOCUS Tech) and services (FOCUS Insurance Services) for P&C insurance companies and MGAs. Using decades of industry experience, FOCUS is taking the risk out of insurtech for small, mid-size, and growth-focused insurance organizations.

When you join FOCUS, you immediately become one of our most valued components – and we’re committed to investing in you. That means you can look beyond the paycheck and excellent benefits to an environment that will help you grow and achieve your professional goals through development and advancement opportunities and the support of our outstanding leaders and teammates.

Job Summary: Leads, manages, and oversees underwriting and service operations delivering outsourced insurance solutions on behalf of multiple carrier partners across commercial and personal lines of business. Provides strategic and operational leadership to underwriting and call center teams with a strong focus on underwriting excellence, profitability, and execution accuracy. Responsible for managing carrier relationships, operational performance, and financial outcomes, including accountability for P&L performance, underwriting quality, and achievement of contractual service standards. Ensures consistent, data-driven decision-making aligned with carrier underwriting guidelines, risk appetite, and company objectives while fostering a high-performance, results-oriented culture. This role is fully remote.

Duties/Responsibilities:

  • Directs and profitably manages all aspects of underwriting and call center operations to meet established standards.
  • Develops and maintains positive, professional and constructive relationships with carrier partners.
  • Leads the underwriting and servicing team members in the execution of our business strategy by developing workflows, processes and procedures that align with client and business goals.
  • Coaches direct reports through regular feedback to provide effective supervision and handling of team member issues including performance, discipline, separation and completion of 30-60-90 Annual performance evaluations, in a timely manner.
  • Carries out a performance enhancement culture by developing team members for wider roles and responsibilities to foster professional growth and development
  • Possesses a clear understanding of multiple carrier underwriting guidelines and maintains an in-depth knowledge of all tools and models used.
  • Receives and resolves escalated problems as needed for underwriting and service operations.
  • Works with senior leadership and executives to establish unit goals and budgets, with full accountability for variance measurement and execution on a monthly, quarterly and annual basis.
  • Partners with Human Resources to hire, train and develop a high-performance service center team.
  • Assists the senior management team with the implementation of new program management companies and internal functions.
  • Directly supervises more than two (2) employees in the Call Center and underwriting operations.  Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws.  Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; and addressing complaints and resolving problems.
  • Directs and profitably manages underwriting and call center operations, ensuring alignment with carrier underwriting standards, service-level agreements, and organizational financial objectives.
  • Maintains ownership of operational P&L performance, including expense management, productivity optimization, revenue attainment, and margin improvement initiatives.
  • Provides underwriting leadership across commercial and personal lines by ensuring accurate risk selection, disciplined decision-making, and adherence to carrier underwriting guidelines and authority levels.
  • Develops and enforces underwriting quality control procedures designed to minimize errors, reduce rework, and improve first-pass accuracy.
  • Partners with internal and carrier audit teams to ensure transparency, accountability, and continuous improvement in underwriting execution.

Education and/or Experience:

  • Bachelor’s degree preferred. 
  • Ten (10) plus year of experience leading an insurance service operations supporting multiple lines or carriers; or equivalent combination of education and experience. 
  • Current and active 2-20, 4-40 licenses or the ability to obtain such within time frame established by the company.  CPCU, AU, CIC and/or CPIA designations preferred.

Starting salary:

$125,000, plus opportunity for a discretionary bonus.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Why join the FOCUS Team?  

The FOCUS Difference:

  • Medical, Dental, Vision, Life, Pet; Flexible Spending Account

  • Competitive Salaries

  • 401K Match  

  • Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave

  • Short and Long-Term Disability

  • Employee Support Programs, Including Mental Health

  • Tuition Reimbursement  

  • Matching Charitable Gift Program

  • Lucrative Referral Program

  • Commuter Benefits

  • Flexibility: Remote and Hybrid Opportunities Available

This position is not able to be performed in California, Colorado, New York or Washington. 

 

 EEO

Team Focus Insurance Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability

Team Focus Insurance Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.

Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process. 

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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