Apex Fintech Solutions

Director, Underwriting & Client Services (P&C)

US-Anywhere
+ 2 other locationsRemote
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree preferred.
  • 10+ years in insurance service operations across multiple lines or carriers.
  • Active 2-20, 4-40 licenses or ability to obtain them promptly.
  • Preferred designations include CPCU, AU, CIC, and/or CPIA.
  • Strong experience in managing P&L performance and underwriting quality.

Responsibilities

  • Direct and manage underwriting and call center operations.
  • Develop relationships with carrier partners.
  • Lead team members in executing business strategy through optimized workflows.
  • Provide feedback and coach team members on performance issues.
  • Promote a culture of performance enhancement and professional growth.
  • Ensure adherence to carrier underwriting guidelines and standards.
  • Resolve escalated issues in underwriting and service operations.

Benefits

  • Healthcare benefits including medical, dental, and vision insurance.
  • Competitive paid time off (PTO) policy.
  • 401k match and HSA contribution match.
  • Parental leave offered to employees.
  • Paid subscription to the Calm app.
  • Generous learning and tuition reimbursement benefits.
  • Hybrid work environment with remote work options.
Full Job Description

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:

$145,000, plus opportunity for a discretionary bonus.

OUR REWARDS

We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. As a hybrid workforce, we offer our employees the ability to work remotely up to two days a week.

About Apex Fintech Solutions

Apex Fintech Solutions is the “fintech for fintechs” powering innovation and the future of digital wealth management.

Apex Fintech Solutions Careers

There has never been a better time to join the global team of Apex Fintech Solutions, a leader in the financial technology sector. Apex Fintech Solutions stands as a beacon of innovation and leadership in the fintech industry.

Work You’ll Do

Join Apex Fintech Solutions' market-leading team to assist some of the most dynamic companies in mastering their financial technology needs. Transform the fintech landscape with Apex Fintech Solutions, where the convergence of technology, industry expertise, and digital innovation happens. Lead from a unique position in the marketplace, leveraging deep industry knowledge and cutting-edge technology to drive digital transformation. Work with a global team of business and technology advisors to help clients navigate through complex financial landscapes. Collaborate with a dedicated group of professionals, all focused on advancing fintech solutions.

Apex Fintech Solutions Employment Opportunities

The team is actively building a robust workforce to guide and support some of the most well-known companies in their fintech applications and systems.

Innovative Work

Join a group of dedicated experts at Apex Fintech Solutions, where innovation meets practical application in the fintech sector.

Drive Innovation

Deliver targeted solutions through a depth and breadth of consulting experience and innovation that’s second to none.

Be Part of a Great Team

Engage with a wide-ranging technology stack and harness the capabilities of a team renowned for its commitment to technology and client success.

Future-proof Your Career

Advance your career with Apex Fintech Solutions, where opportunities for growth are bolstered by comprehensive training, development, and certification support.

Explore

Discover how Apex Fintech Solutions is leading the charge in transforming financial services through technology and innovation.

The Apex Fintech Solutions Edge

With a commitment to diversity, leadership, and professional growth, Apex Fintech Solutions provides a culture that fosters innovation and values each member of the team. Clients globally turn to Apex Fintech Solutions for strategic insights and solutions that drive growth and efficiency in the digital era.

Stay Connected

Join the Team

Search for open positions that match your skills and interests. Apex Fintech Solutions seeks passionate, curious, creative, and solution-driven team players. SEARCH APEX FINTECH SOLUTIONS JOBS

Keep Up to Date

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Learn more about Apex Fintech Solutions
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