Middle Market Executive Technology Underwriter for Private Equity

Overview

Middle Market Executive Technology Underwriter for Private Equity at Liberty Mutual Insurance. The role focuses on developing, growing and maintaining a profitable book of technology Property & Casualty business centered on private equity‑sponsored and PE‑backed technology companies, including portfolio programs. The role involves marketing, underwriting decision making, building sponsor and agent/broker relationships, establishing market leadership in the PE community, and applying underwriting tools and resources. The position also guides and mentors less experienced underwriters in PE‑specific underwriting.

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, risk concentrations, post‑acquisition integration risk and exit strategies when determining insurability, premium, terms and conditions.
• Obtain necessary approvals and create/present tailored proposals reflecting 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 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. Provide PE‑relevant underwriting guidance, participate in deal calls and diligence processes, perform site visits of portfolio companies and attend board or sponsor meetings as appropriate.
• Develop a strong personal brand in the PE ecosystem to build and maintain a long‑term, high‑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 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 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, and serve as an internal resource on PE deal dynamics with regular updates on market trends and lessons learned from claims or loss events involving PE‑backed companies.

• Continuous Improvement: Participate in continuous improvement by generating suggestions and solving problems related to underwriting tools, submission workflows and PE deal intake processes; help refine guidelines, appetite statements and submission templates.

Qualifications

• Degree in Business or equivalent typically required
• A minimum of 7 years of progressive underwriting experience and/or related business experience; often 10+ years
• CPCU or professional insurance designation preferred
• Proven analytical ability to evaluate and judge underwriting risks within scope of responsibility
• Strong written and oral communication skills for complex analyses and underwriting or training purposes
• Effective interpersonal skills with internal and external stakeholders
• Ability to manage complex technical underwriting issues and implement appropriate processes/workflows
• Proven track record of developing and underwriting profitable business

About Us

Pay Philosophy: The typical starting salary range is determined by factors including skills, experience, education, certifications and location. The full salary range reflects market value and opportunities to progress within the role, with compensation plans that may include commission and/or bonus earnings based on factors in the plan.

As a purpose‑driven organization, Liberty Mutual is committed to fostering an inclusive environment where employees from all backgrounds can build long and meaningful careers. We strive to provide benefits and continuous learning opportunities to support professional and personal growth. Liberty 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 any other basis prohibited by law.

Fair Chance Notices: California; Los Angeles Incorporated; Los Angeles Unincorporated; Philadelphia; San Francisco.