MountainOne is a mutual financial institution with more than $1 billion in assets, serving individuals, businesses, and communities throughout the Berkshires and Boston's South Shore. Founded in 1848, the organization offers commercial banking, retail banking, insurance, and investment services while maintaining a longstanding commitment to local decision making and community involvement. Effective January 1, 2026, MountainOne completed its merger with Mechanics Bancorp at the mutual holding company level, creating one of Massachusetts' most dynamic community banking organizations while preserving each bank's individual identity and customer relationships. The organization remains focused on asset quality, customer care, professional development, and community engagement as it continues its strategic growth across the Commonwealth.

MountainOne has retained Smith & Wilkinson to lead the search for a Vice President, Commercial Credit Administration Manager. This individual will provide leadership for the Commercial Credit Administration function while overseeing a growing team of Credit Analysts supporting an approximately $800M commercial loan portfolio. The portfolio consists primarily of Commercial Real Estate, Construction, and Commercial & Industrial lending throughout Eastern Massachusetts and the South Shore.

This search comes at an exciting time for the organization. Over the past year, MountainOne has invested heavily in strengthening its Commercial Credit team by adding experienced analysts, developing emerging talent, and positioning the department for continued growth. Rather than stepping into a turnaround situation, the successful candidate will inherit a stable, high-performing team and have the opportunity to shape its future while helping guide one of the Bank's most important functions.

The Vice President, Commercial Credit Administration Manager will oversee commercial underwriting activities, annual reviews, loan modifications, appraisal review, portfolio monitoring, credit administration systems, and regulatory compliance while mentoring and developing a team of Credit Analysts. The role carries independent commercial loan approval authority, serves as a key business partner to Commercial Lending, and plays an important role in maintaining the Bank's strong credit culture and risk management practices.

While strong technical credit experience is essential, MountainOne is equally focused on leadership. The ideal candidate will be an experienced commercial banking professional who enjoys coaching analysts, partnering with lenders, improving processes, and exercising sound judgment in balancing risk with business objectives. Success in this role requires someone who can work independently, prioritize effectively, communicate confidently, and foster collaboration across the Commercial Lending and Credit teams.

This is an exceptional opportunity for a collaborative commercial credit leader who enjoys developing people, influencing credit culture, and partnering with lending teams to support responsible growth. The successful candidate will bring a combination of deep commercial credit expertise, sound business judgment, strong leadership skills, and the ability to mentor a growing team while helping shape the future of MountainOne's Commercial Credit function during an exciting period of organizational growth.

For additional information, please contact:

Darcy Flaherty

Consultant, Financial Services

dflaherty@smithandwilkinson.com

Cameron Boyd

Managing Partner, Financial Services Practice

cboyd@smithandwilkinson.com

Our client, a successful regional wholesale broker that holds the pen, is rapidly expanding their E&S platform, and seeking an experienced Commercial Lines Excess & Surplus Underwriter in the Southeast to grow a diverse book of both commercial E&S business.

If you have at least 3 years of excess & surplus underwriting experience in the Commercial space (transportation experience is a major plus), strong relationships with retail agencies and carriers across the Southeast, and a proven ability to drive business -not just take orders - then contact Colin Morgan to learn more!

This role involves approximately 25% travel for agency and carrier meetings, as well as industry conferences, and is open to candidates based in Southeastern states (FL, GA, TN, AL, NC, SC). A P&C and Surplus Lines license in your home state is strongly preferred. This opportunity comes with a competitive base salary and a lucrative, performance-based bonus tied to production and profitability.

Our client, a successful regional wholesale broker that holds the pen, is rapidly expanding their E&S platform, and seeking an experienced Personal or Commercial Lines Excess & Surplus Underwriters and Associate Underwriters in the Southeast to grow a diverse book of both commercial E&S business.

If you have at least 3 years of excess & surplus underwriting experience in the Commercial or Personal space, strong relationships with or servicing retail agencies and carriers across the Southeast, and a proven ability to drive or support new business -not just take orders - then contact Walker Robinson to learn more.

This role involves approximately 25% travel for agency and carrier meetings, as well as industry conferences, and is open to candidates based in any Southeastern state (FL, GA, TN, AL, NC, SC). A P&C and Surplus Lines license in your home state is strongly preferred. This opportunity comes with a competitive base salary and a lucrative, performance-based bonus tied to production and profitability.

Our client, a well-established and growing MGA, is seeking a Package Underwriter to support its flagship lumber program, underwriting package business (Property, General Liability, and Auto) across both admitted and non-admitted markets for wood product risks such as sawmills, pallet manufacturers, cabinet makers, and furniture operations (excluding logging/forestry). The program is nationwide with concentration in the Midwest and Southeast and offers strong submission flow with average account premiums around $50K+.

You must have a minimum of 3+ years of package underwriting experience (industry-specific lumber experience not required), with exposure to both new business and renewals; backgrounds from MGAs, carriers, or large brokerages are all considered, and familiarity with E&S/non-admitted markets is a plus.

This is a fully remote role with strong stability and growth potential within a well-built underwriting team.

Contact Colin Morgan to learn more!

We’re seeking an Executive Underwriter to join a growing wholesale brokerage and MGA platform, supporting the launch and expansion of a new Contractors General Liability and Inland Marine program. This hands-on role will oversee the day-to-day management of the program, help finalize underwriting guidelines, class code strategy, rates, forms, and carrier requirements, while serving as the primary underwriting authority for Contractors GL and Inland Marine business. The individual will work closely with executive leadership to build and scale the program, support cross-selling opportunities within an existing construction-focused client base, and drive adoption across a nationwide network of retail agency partners.

The ideal candidate will have deep contractors-focused underwriting experience within an MGA, Wholesale Brokerage or program administrator, deep expertise in General Liability coverage (Inland Marine experience is a big plus), and a strong understanding of contractor classes including roofing, HVAC, electrical, plumbing, and related trades. Candidates should be comfortable balancing strategic program development with day-to-day underwriting and portfolio management responsibilities.

This is a remote U.S.-based role with direct impact on shaping this new program.

Contact Colin Morgan to learn more!

 

 

Smith and Wilkinson is currently working with a boutique private credit firm out of New York City with a long track record of serving the lower middle market and middle market space on a newly created role for an Associate Level Credit Analyst to join their team. The role will work with the business development and originations team to handle underwriting and analysis for Asset Based Lending (ABL) facilities and will interact with borrowers as they work through the funding process. The firm is well funded, utilizes the latest technology both with proprietary and off-the-shelf solutions to create a streamlined and quick decisioning and funding process for the team and their clients. This is an excellent opportunity for an early to mid-career professional who wants to leverage their credit acumen while working directly with clients in the private lending space. Please contact Stephen Peary for a confidential discussion around the role.

Smith and Wilkinson is currently retained by The Noble Group, a 30+ year old boutique real estate focused Private Equity Firm. As part of continued growth within their note acquisition group, they are seeking a Business Development Manager to join their team. The role will focus on developing new opportunities for whole loan acquisition of both performing and non-performing paper on a nationwide basis. Historically the firm has worked with banks, private lenders and brokers to source these transactions. This is an excellent opportunity for a seasoned real estate debt professional to join an established, well-funded and growing team for the next step in their career. We are seeking a business development and relationship management minded individual that loves working with organizations seeking to dispose of debt that sits on their balance sheet. Please contact Stephen Peary for a confidential discussion around the role.

Outside Sales Representative (Plumbing & HVAC) – Seattle/Everett, WA

 

Our client is seeking a motivated, results-driven sales professional to join their growing team as a Outside Sales Representative in the Plumbing & HVAC space within the Greater Seattle/Everett market.

 

This outside sales role is ideal for a confident self-starter with a hunter mindset who excels at building relationships, developing new business, and consistently exceeding sales goals.

 

Candidates with experience in HVAC, plumbing, or trade distribution are encouraged to apply.

 

To explore this opportunity contact Joe Nguyen: jnguyen@smithandwilkinson.com

Outside Sales Representative (Plumbing & HVAC) – Lancaster, PA

 

Our client is seeking a motivated Outside Sales Account Representative to join their dynamic team in the Lancaster, PA region.

 

This role is responsible for driving sales growth by building strong relationships with builders, contractors, remodelers, wholesalers, and design professionals, while representing high-quality plumbing fixtures and bathroom accessories.

 

The ideal candidate will have proven outside sales experience, a customer-first mindset, and the ability to succeed in a fast-paced, hands-on environment.

 

To explore this opportunity contact Joe Nguyen: jnguyen@smithandwilkinson.com

Territory Manager (HVAC) - Raleigh, NC

 

Our client is looking for an experienced sales professional to step into a Territory Manager (HVAC) role serving the Raleigh, NC market.

 

This field-based sales position is ideal for an independent, goal-oriented individual with a hunter mentality who enjoys cultivating relationships, uncovering new opportunities, and driving consistent sales growth.

 

Candidates with a background in HVAC, plumbing, or trade distribution are encouraged to apply.

 

To explore this opportunity contact Joe Nguyen: jnguyen@smithandwilkinson.com

S&W has been retained by Norway Savings Bank to manage the search and selection process for the Bank's next VP, Human Resources Manager.

Established in 1866, Norway Savings Bank (“NSB”) is a well-respected, $2 billion, state-chartered mutual bank with deep roots in the communities it serves. With over 300 full-time employees and 25 branch locations throughout Maine and New Hampshire, NSB is the 8th largest bank headquartered in Maine. The Bank maintains a robust financial position with over 13% Tier 1 capital and a $1.4 billion loan portfolio. NSB delivers a comprehensive suite of consumer and business banking services, including deposit and lending solutions, and offers investment management and trust services through its Asset Management Group. With modern digital banking tools, NSB combines the convenience of anytime, anywhere banking with the local decision making and personalized services which define a true community bank.

The Vice President, Human Resources, serves as a hands-on leader responsible for managing and developing the HR team while overseeing all core HR functions, including talent acquisition, onboarding, employee relations, payroll, benefits, compensation, compliance, and UKG system administration. This role provides strategic and operational guidance to managers across the organization, leading investigations, performance management processes, and complex employee matters with professionalism and sound judgment. As the bank’s HR subject matter expert, the VP, Human Resources ensures adherence to employment laws, strengthens HR practices, and proactively mitigates risk. This leader fosters strong relationships, advances employee engagement, and helps shape the future structure of the HR function while supporting a mission-driven, high-achievement culture focused on service, community, and employee development.

We are partnering with a rapidly growing embedded insurance and MGA platform within the PropTech and travel ecosystem to identify a Vice President of Programs to lead carrier relationships, program strategy, and insurance product development across renters, tenant liability, damage protection, and travel insurance offerings.

This role will sit at the intersection of underwriting, program management, product strategy, and go-to-market execution, partnering closely with carriers, distribution partners, compliance, and technology teams to structure and scale embedded insurance solutions.

The ideal candidate brings a blend of program underwriting and operational leadership experience, ideally within an MGA, carrier innovation group, embedded insurance, or InsurTech environment, along with strong knowledge of carrier management, product development, portfolio analysis, and admitted/E&S markets.

Experience with travel insurance and/or renters insurance products is required, as is the ability to operate in an entrepreneurial, high-growth environment where the business is building toward more sophisticated MGA and capacity capabilities over time.

Position is fully remote and comes with equity. Contact Stacy St. Onge to learn more!

Smith & Wilkinson has been retained by First Bank to lead the search for a Regional President overseeing the Greater Philadelphia and Southern New Jersey markets. First Bank is a publicly traded, relationship-driven community bank headquartered in Hamilton, New Jersey, with $4 billion in assets and a growing footprint across New Jersey and Pennsylvania. Founded in 2008, the bank has expanded through a combination of organic growth and strategic acquisitions, including its recent acquisition of Malvern Bank. First Bank operates with a strong community banking philosophy, emphasizing long-term client relationships, entrepreneurial culture, and a nimble operating model. The organization is known for its strong financial performance, including an efficiency ratio in the high-50% range, reflecting a disciplined and well-managed operation.

 

The First Senior Vice President, Regional President will be responsible for leading the bank’s Commercial Banking business across the Philadelphia and Southern New Jersey markets, with full accountability for driving loan and deposit growth, team performance, and market expansion. This individual will lead a team of commercial relationship managers and team leaders, serving as a player/coach who can inspire performance, develop talent, and cultivate meaningful client and referral relationships throughout the region. The role offers significant visibility within the organization and the opportunity to play a key leadership role in accelerating growth across one of the bank’s most important commercial banking markets.

 

For additional information, please reach out to Jake Strong, Associate, or Cameron Boyd, Managing Partner.

Our established, workers comp MGA is diversifying their offerings and seeking a seasoned Casualty Underwriting Leader to build and manage a new Liability & Excess program from the ground up.

Backed by committed carrier capacity, proprietary technology, significant existing distribution across retail and wholesale brokers to tap into, this is a unique opportunity with full P&L ownership and authority over underwriting strategy, appetite, pricing, and program design.

The ideal candidate will bring 10+ years of commercial primary and excess casualty (GL, auto liability, and specialty) underwriting experience, a strong track record of managing $10mill GWP books of middle-market risks across any mix or concentration in construction, manufacturing, agribusiness, hospitality, retail, and auto dealerships, and underwriting guidelines/ product development experience. 

This role offers the autonomy of launching your own casualty program while leveraging the infrastructure, carrier relationships, capital, and national broker network of an established MGA platform.  Position is fully remote, comes with competitive base, profit sharing, and equity package.  Contact Harrison Hines or Stacy St. Onge to learn more!

On March 1, 2022, NEFCU and Vermont State Employees Credit Union announced their plan to merge and form EastRise Credit Union. The combined organization will continue to be the largest credit union in Vermont and has nearly 450 employees, $3.1B in total assets, and over 175,000 members.  Today, EastRise Credit Union is a leading consumer and commercial financial institution with sixteen retail branches throughout Vermont and serving members across the country. 

The VP of Digital Solutions is responsible for leading the Credit Union's digital applications ecosystem, including the strategy, architecture, performance, and continuous improvement of all member-facing and internal digital platforms. This role oversees the technical roadmap, systems integrations, platform reliability, and delivery of secure, scalable digital solutions.

Founded in 1907, Claremont Savings Bank is a $620MM state chartered mutual savings bank, headquartered in Claremont, New Hampshire. The Bank operates five branches – four in New Hampshire and one in Vermont – and has a dominant market share for deposits within the greater Claremont region. The Bank’s primary business is safekeeping deposits, and making residential mortgage loans and commercial loans within the local community. As a portfolio lender,  Claremont Savings Bank prides itself on making quick decisions by applying their knowledge of the communities they serve to drive home ownership and grow local businesses.  The Bank offers a competitive array of deposit, loan, and investment products, along with online banking and bill pay.  The Bank also offers access to investment and insurance services provided through Claremont Financial Services, a division of Claremont Savings Bank.

The SVP Chief Operating Officer is responsible for driving the execution of the Bank’s strategic plan through disciplined operational leadership, continuous improvement, scalable operating models, and enterprise-level project delivery. The COO will bring deep banking expertise across deposits and lending operations, a strong command of technology-enabled transformation, and the leadership presence to guide meaningful cultural and organizational change.

Smith & Wilkinson has been retained by Quincy Credit Union to lead the search for the organization's first Chief Information Officer (CIO). Founded in 1937, Quincy Credit Union is a growing, member-focused financial institution serving nearly 40,000 members across the South Shore and Greater Boston region. Headquartered in Quincy, Massachusetts, with branches in Quincy, Weymouth, and Marshfield, and a new Hanover location opening soon, the credit union continues to execute on a strong growth strategy while maintaining its commitment to exceptional member service and financial strength.

As Quincy Credit Union continues to grow, the organization is seeking a strategic technology leader who can help maximize existing technology investments, strengthen project execution, and elevate technology's role across the organization. Quincy Credit Union has made significant investments in its core, digital banking platform, and technology partnerships, and is seeking a CIO who can maximize the value of those investments while advancing the organization's technology strategy.

Reporting directly to President & CEO and serving as a member of the Senior Leadership Team, the CIO will partner closely with leaders across the organization to drive technology strategy, improve governance, enhance vendor partnerships, and support enterprise-wide initiatives. The successful candidate will also play a key role in Quincy Credit Union's ongoing focus on innovation, automation, and artificial intelligence as the organization continues to position itself for future growth.

This is an exceptional opportunity for a transformational technology executive who enjoys building strong business partnerships, leading organizational change, and creating technology strategies that drive business results. The ideal candidate will bring a combination of strategic vision, project leadership, vendor management expertise, and the ability to develop and lead a tenured team through the next chapter of the credit union's evolution.

 

For additional information, please contact:

Darcy Flaherty, Consultant, Financial Services

dflaherty@smithandwilkinson.com

Cameron Boyd, Managing Partner

cboyd@smithandwilkinson.com

S&W has been retained by BankNewport to lead the search for its next Chief Human Resources Officer, a highly visible leadership role at a pivotal time for the organization.

 

BankNewport is a $3B mutual bank headquartered in Middletown, Rhode Island, with deep roots dating back to 1819 and a strong presence across the state. Under the leadership of President & CEO Jack Murphy, the Bank has experienced meaningful growth, expanding from approximately $1.8B to $3B in assets while investing in technology, commercial banking, people, systems, and organizational infrastructure. BankNewport is known for its relationship-driven community banking model, strong commitment to Rhode Island, and award-winning culture, built around its core focus on Community, Customers, and Colleagues.

 

The Chief Human Resources Officer will report directly to the President & CEO and lead the Bank’s human resources function across compensation and benefits, talent acquisition and retention, employee engagement, payroll, HR systems, compliance, workforce planning, and organizational development. This individual will serve as a key advisor to executive leadership and the Board on matters including executive compensation, succession planning, employee experience, and organizational effectiveness. The role offers the opportunity to preserve and strengthen BankNewport’s highly regarded culture while continuing to modernize HR practices in support of the Bank’s long-term growth.

 

Contact Jake Strong or Cameron Boyd to learn more about this unique opportunity with one of Rhode Island’s premier mutual banks.

Smith & Wilkinson has been retained by American Eagle Financial Credit Union (“American Eagle”) to manage the search for the organization’s next SVP Chief Lending Officer (CLO). With $2.7B in assets, $2.3B in deposits, 375 team members, and 168,000 members as of March 2026, American Eagle is the largest community credit union in Connecticut and among the largest in New England. Guided by its mission to enrich the lives of their communities and create a world where financial freedom is a reality, American Eagle is seeking an accomplished lending executive to lead a mature lending organization.

Reporting directly to the President & CEO and serving as a member of the Executive Leadership Team, the CLO will provide strategic leadership for all lending functions and oversee an established team of approximately 40 professionals through four direct reports. The CLO will lead a diverse, high-performing loan portfolio of approximately $1.75B and drive lending strategy, growth, operational excellence, innovation, risk management, and member experience across the organization.

The ideal candidate is an experienced lending executive with broad expertise across consumer and residential lending, and preferably commercial lending. They will bring strong business judgment, a member-focused mindset, and a collaborative leadership style, with the ability to work across the organization to drive growth, identify and implement emerging lending technologies and industry trends, and deliver increasing value to both members and team members. The successful candidate will be an innovative and strategic leader who balances sustainable growth with sound credit discipline in support of American Eagle’s mission and long-term success.

Contact Moriah Callahan, Partner & Director of Recruiting, or Carll Wilkinson, President & CEO, to learn more about this unique leadership opportunity.

Headquartered in Skowhegan, Maine, Skowhegan Savings Bank is a mutual savings bank serving the communities of Kennebec Valley for over 150 years. The Bank has twelve branches that serve central and parts of southern Maine. With total assets just under $845MM, Skowhegan Savings Bank has been committed to taking an active role in making their communities a better place to live and work. As a matter fact, the Bank has been named one of “Maine’s Best Places to Work” year after year.

The selected person will primarily provide financial spreading and tasks related to all types of commercial loan underwriting. He/she will work to support loan officers and will prepare credit related reports for presentation to loan officers or committees by investigating and analyzing complex commercial credit risks. In addition, he/she will make recommendations regarding new deals and modifications to existing credits.

We're partnering with a growing specialty surety brokerage seeking experienced Retail Commercial Surety Producers across the U.S. This is a client-facing production role focused on generating business directly from commercial clients and business owners.

You must have experience in commercial surety placements, including license & permit, corporate, maritime, and admiralty bonds in any major market across the US.

Ideal candidates bring proven business development success, strong client relationships, and either a portable book of business or an established network they can leverage.

Backed by an established carrier with significant existing surety premium volume and growth momentum, this is an excellent opportunity for seasoned producers looking to scale their book within a specialized and growing brokerage environment.

Positions are remote, come with a strong base and bonus tied to production.  Contact Walker Robinson to learn more!

Headquartered in Davis Square in Somerville, Massachusetts, Middlesex Federal is an approximately $640MM mutual bank serving consumer and business customers primarily in greater Boston. The bank operates 3 retail locations in Somerville and Medford as well as a Loan Center in Somerville and offers a full suite of mobile and online solutions.

This year the bank earned the “Innovative Bank Leader” award as recognized by FedFis. This highlights the forward-thinking strategy that Middlesex Federal employs across the institution.

Reporting to the President/CEO, the Chief Credit Officer (CCO) is responsible for ensuring the overall quality, soundness, and regulatory compliance of the Bank’s lending portfolio. The CCO provides leadership and direction for credit policy, underwriting standards, and portfolio management, while working closely with commercial lenders to balance growth with prudent risk management.

 

Smith & Wilkinson has been retained by Walden Mutual Bank to manage the search for the organization’s first Chief Ag Lending Officer.

Walden Mutual Bank is the first new mutual bank charter New England has issued in a generation (and the first in New Hampshire in more than 100 years). The Bank was founded with a vision towards becoming a long-term financial partner for sustainable food producers, manufacturers, sellers, brands, and community organizations. Its mission is “to enable anyone to make positive and lasting change in the ecosystems that sustain us, beginning with food.” Walden Mutual Bank is a mission-first organization, Certified Fossil-Fuel Free, and a Certified B Corp., allowing the bank to serve as a force for good with a long-term view of success and impact on its community.

Reporting directly to the CEO and partnering closely with the Chief Commercial Officer and SVP of Credit & Risk, the Chief Ag Lending Officer will play a critical leadership role in scaling the institution’s lending program while enabling and fulfilling its mission and culture. The CALO will oversee the full lending lifecycle while expanding the Bank’s presence across New England and New York, particularly within the food, agriculture, and natural resource sectors. Success in the role will require a balance of strategic leadership and hands-on execution, ensuring strong growth, disciplined credit practices, and a lasting impact on the communities the Bank serves.

We are seeking well-rounded commercial lending executives with experience in agriculture and food-related business lending for this entrepreneurial opportunity. The ideal candidate will bring extensive experience leading and developing a lending team, a proven track record of new business development success, as well as strong commercial credit acumen and underwriting abilities. For a confidential conversation, please contact Julia Crouter, Consultant, Financial Services Practice (jcrouter@smithandwilkinson.com) or Cameron Boyd, Managing Partner, Financial Services Practice (cboyd@smithandwilkinson.com).

Founded in 1963 as The Maine Credit Union League Insurance Trust, CU Insurance Solutions is a credit union owned insurance agency serving credit unions and their members across Maine, New England, and surrounding markets. Established by Maine’s credit unions to provide insurance solutions tailored specifically to the cooperative financial services industry, the organization has evolved over the past 60 years into a trusted provider of insurance and protection products for the credit union community.

As a Credit Union Service Organization (CUSO), CU Insurance Solutions is governed by a board of managers comprised entirely of credit union professionals and remains closely aligned with the values and mission of the credit union movement. The organization is committed to providing high-quality service, practical guidance, education, and insurance solutions that support the evolving needs of its credit union partners.

The President & Chief Executive Officer serves as the senior executive leader and is responsible for the strategic direction, operational performance, financial strength, and long-term growth of the organization. Reporting directly to the Board of Managers, the CEO serves as a visible representative of the organization, working closely with the Board, credit union leaders, insurance carriers, and industry partners to strengthen existing relationships, identify new growth opportunities, and position the organization for continued success in an evolving marketplace.

We are seeking a strategic and relationship driven executive who will lead organizational growth, maintain strong operational performance, and continue to foster a highly collaborative culture with an enduring commitment to the CU Insurance Solutions core values of Passion, Integrity, Partnership, Respect, and Education.

 

Smith & Wilkinson is proud to partner with Norway Savings Bank (“NSB”) in leading the search for the Bank's first SVP, Innovation & Efficiency Officer.

Established in 1866, Norway Savings Bank is a well-respected, $2 billion, state-chartered mutual bank with deep roots in the communities it serves. With over 300 full-time employees and 25 branch locations throughout Maine and New Hampshire, NSB is the 8th largest bank headquartered in Maine. The Bank maintains a robust financial position with nearly a 14% Tier 1 capital and a $1.5 billion loan portfolio. NSB delivers a comprehensive suite of consumer and business banking services, including deposit and lending solutions, and offers investment management and trust services through its Asset Management Group. With modern digital banking tools, NSB combines the convenience of anytime, anywhere banking with the local decision making and personalized services which define a true community bank.

Reporting to the President & CEO, the SVP, Innovation & Efficiency Officer serves as a key member of the executive leadership team and is responsible for advancing operational effectiveness and strategic transformation across the Bank. This newly created role provides leadership for the Business Intelligence, Project Management, and Digital Banking Administration functions while fostering a culture of continuous improvement and thoughtful innovation. The successful candidate will partner closely with senior leaders and business line stakeholders to identify opportunities to enhance processes, better leverage technology investments, and position the Bank for sustained growth and exceptional client service.

We are seeking an influential and relationship-oriented leader who combines strategic vision with a practical, hands-on approach to execution while preserving the collaborative culture, community focus, and employee-first values that have defined Norway Savings Bank as one of Maine's premier financial institutions for more than 160 years.

Our client, a top personal lines carrier, is seeking a Ocean Marine Underwriting Director to continue scaling its high net worth/ yacht offering within a growing platform. This individual will oversee key MGA and distribution relationships, ensuring strong underwriting performance, disciplined portfolio management, and alignment with broader product strategy, while also driving cross-sell opportunities across high-net-worth lines (home, auto, etc.) to avoid a monoline approach.

The role will be highly market-facing, working closely with retailers and other capacity partners to expand distribution, improve engagement, and reposition the brand within the marine space, including both ocean and inland exposures. This is a unique opportunity to take ownership of a strong yacht portfolio, enhancing underwriting governance, and expanding into new segments such as inland marine and higher-limit risks.

Candidates must have at least 8+ years of experience in ocean marine or high net worth personal lines underwriting, binding authority, or brokerage to be considered. Position can be fully remote with scheduled visits to their offices in Florida as well as to visit with brokers/ attend boat shows several times a year.

Contact Walker Robinson to learn more.

Smith & Wilkinson has been retained by MountainOne/Mechanics Cooperative to lead the search for their SVP, Retail Banking Officer. Following regulatory approval and the completion of the merger of their parent companies on 1/1/26, the combined organization represents approximately $1.9B in assets and is building a scalable mutual holding company structure designed to support future growth. As two strong, well-capitalized institutions come together, MountainOne/Mechanics Cooperative is seeking a dynamic retail banking leader to drive growth, performance, and a consistent customer experience across the combined franchise.

Reporting directly to the President and Chief Executive Officer of the holding company, the Retail Banking Officer will provide strategic leadership across the branch network and call center, with responsibility for retail sales, deposit growth, customer experience, and frontline performance. The role will play a critical part in the integration of the two banks, aligning processes, standardizing the customer journey, and bringing together best practices from both organizations. This leader will partner closely with operations, marketing, and business development to strengthen core deposit growth, enhance referral channels, including investments, and ensure a cohesive approach to serving customers across all touchpoints.

The Retail Banking Officer will oversee a network of 15 branches across Massachusetts, along with call center operations, and will work closely with existing branch leadership to elevate performance while maintaining strong service standards. This is a highly visible role that requires the ability to lead through change, unify teams across different brands and cultures, and build momentum in a competitive market environment.

The role is based in Taunton, MA, with regular travel across the branch footprint, including North Adams.

The ideal candidate is a proven retail banking executive with a strong track record of driving deposit growth, leading sales-focused branch teams, and delivering a high-quality customer experience. Experience managing through integration, change, or multi-brand environments is highly valued. This individual will bring energy, accountability, and a clear ability to rally teams, while balancing service excellence with a strong focus on revenue and growth.

If you are interested in learning more or know someone who might be a good fit, please reach out to Darcy Flaherty or Cameron Boyd on our financial services team.

Our client, a growing MGA, is launching its Cannabis program and is in need of a VP of Underwriting to take over the build of this book. The platform already has capacity, underwriting guidelines, and infrastructure in place, and is seeking a production-focused underwriting leader to execute the strategy, drive distribution, and lead an existing team. This is a highly visible role responsible for underwriting, revenue growth, and scaling the portfolio to $5M+ GWP in year one, focused on cannabis package lines (Property, General Liability, etc.).

The ideal candidate will bring 10+ years of underwriting experience (primarily in cannabis), a strong network across both retail and wholesale brokers (with an emphasis on retail), and a proven track record of building profitable books with strong loss ratios. Experience across MGA or carrier environments, familiarity with E&S markets, and exposure to reinsurance are all valued.

This is a hands-on fully remote leadership opportunity for a market-facing underwriter who can generate business, lead a small team, and establish a meaningful presence in the cannabis insurance space. Travel is expected to meet with agents and to attend conferences.

Position is fully remote with long-term upside. Contact Stacy St. Onge or Harrison Hines to learn more!

Our client, a rapidly growing specialty insurance platform focused on E&S construction casualty, is expanding its underwriting team and hiring a Senior Construction Underwriter to help drive continued national growth across both primary and excess business.

This is a highly production-oriented, broker-facing role offering significant underwriting authority, broad market appetite, and the opportunity to build and own a profitable book in an entrepreneurial environment. The organization is seeking a technically strong underwriter who can become a true “go-to” market for wholesale brokers while contributing to the firm’s continued expansion across complex construction risks.

The ideal profile brings 5+ years of construction casualty underwriting experience within the E&S market, with strong technical underwriting capabilities, existing wholesale broker relationships, and experience handling complex project business including wrap-ups, owners interest, and large construction accounts. Candidates with primary construction expertise who can grow into excess business are also of strong interest.

This position is best suited for a relationship-driven underwriter seeking greater autonomy, visibility, and growth opportunity within a collaborative, high-performing platform that emphasizes culture, underwriting creativity, and profitable growth.

This is a fully remote position with highly competitive compensation. If you're interested in learning more please reach out directly to Harrison Hines.

In advance of an upcoming planned retirement, S&W has been retained by Salem Five to partner in the search and selection process for the Bank’s next Chief Human Resources Officer (CHRO)

Salem Five is a full-service financial services company offering commercial and consumer banking, wealth management and trust services, commercial and personal insurance, and mortgage banking. Founded in 1855 as a savings bank for the city of Salem, MA, the organization has grown into a sophisticated and diversified financial services provider, one of the largest independent banks in Massachusetts. Today, the Bank operates more than 30 retail branches, 10 insurance locations and 4 mortgage offices across the region, and employs nearly 700 people. The future is bright. Salem Five is well positioned to continue expanding its market share by building on its proven combination of experienced personnel, high-touch personal service, and strategic innovation.

The next Chief Human Resources Officer will play a critical role in the next phase of the Bank’s evolution, as a strategist, an operational leader, and a consummate thinking partner and confidante to the executive team. The CHRO will develop and execute the human capital strategy, align people operations with business goals, and skillfully manage risk and compliance requirements, leading a growing team of 13, including Talent Acquisition, Employee Relations, Compensation and Benefits, and Learning and Development. Following the planned succession timeline, the CHRO will report directly to the President and CEO as a member of the executive management team.

We are seeking a seasoned and sophisticated Human Resources Executive with a proven track record guiding ambitious, rapidly growing, highly regulated, and operationally complex institutions.

 

For a confidential conversation, please contact Carll Wilkinson, President & CEO, or Julia Crouter, Consultant, Financial Services Practice.

Smith and Wilkinson is currently working with a client of ours on a search for a manager within their Special Assets Group (SAG). The role will oversee the existing team as well as have responsibility for further growth within the department. The incumbent will not only be responsible for strategy and direction of the team and function but will serve as the subject matter expert on complex restructuring, liquidation and asset sale scenarios as they arise to protect the organization’s capital. Ideal candidates will have a background and experience working with complex transactions with complex structured finance transactions, middle-market working capital solutions and government guaranteed lending programs and prior leadership experience. This is an excellent opportunity to join a publicly traded top performing institution, additionally the role offers significant upside and career growth potential for the right individual. Please contact Stephen Peary for a confidential discussion around the role.

Smith and Wilkinson is currently working with a leading commercial finance organization with a multi-decade track record of serving the lower middle market and middle market space through unique tailored lending solutions. The role will focus on originating asset-backed credit facilities and working with the underwriting team to shepherd deals from sourcing to funding for the client. This is an excellent opportunity for a credit-minded lending professional who understands the non-bank lending space to serve their clients and network on funding transactions. Please contact Stephen Peary for a confidential discussion around the role.

S&W has been retained by Maine State Credit Union (MSCU) to lead the search for the organization’s SVP, Chief Financial Officer (CFO).

Headquartered in Augusta, MSCU is a ~$787MM, community-chartered credit union serving 37,000 members across eight counties, with a strategic vision to expand statewide. Since its founding in 1935, MSCU has remained committed to helping members build savings and access affordable credit, pairing personal service with modern technology.

Reporting directly to the President & CEO, the CFO will serve as a key member of the executive leadership team and lead the organization’s financial strategy, planning, and performance. This role is critical to supporting MSCU’s continued growth, with responsibility for balance sheet management, financial planning and analysis, treasury and investments, and regulatory compliance. The CFO will oversee all finance and accounting functions, lead and develop the team, and serve as a strategic partner to the CEO, Board, and senior leadership on initiatives including expansion, new products and services, and long-term financial planning.

We’re seeking a strategic, growth-oriented finance executive with a strong background in credit union or banking environments. The ideal candidate is an enterprise-wide partner who can influence across the organization, translate complex financial insights into actionable strategy, and develop high-performing teams. This is an opportunity to join a high-performing, member-focused organization and play a central role in shaping its next phase of growth.

Contact Moriah Callahan, Partner & Director of Recruiting, to learn more about this impactful leadership opportunity.

S&W is proud to be partnering with Torrington Savings Bank ("TSB") to manage the search for the Bank’s next Chief Financial Officer.

Headquartered in Torrington, CT, TSB is a 158 year old, $1B, mutually chartered community bank that offers consumer, commercial, and wealth management solutions to customers in western and central Connecticut and beyond. As a mutual savings bank, TSB is conservatively guided, strongly capitalized, safe and secure, and managed according to the best interests of its local communities. TSB’s mutual structure enables it to prioritize customer value over shareholder returns, reflected in attractive rates across its savings and lending products.

For generations, TSB has upheld its founding mission to help consumers save, businesses grow, and communities and employees prosper. The Bank is in excellent financial condition and maintains a strong balance sheet, notably with a core capital ratio of nearly 18%. In addition to its eight retail locations, TSB offers a full suite of mobile and online solutions that allow consumer and commercial customers to bank where they want, when they want.

As a key member of the Executive Management Team, the CFO will partner with the CEO, Executive Management Team, and Board of Trustees to drive strategic direction, optimize financial performance, and ensure the Bank operates within its risk appetite while maintaining strong capital, liquidity, and earnings profiles. The CFO will serve as a trusted advisor to executive leadership and the Board, providing insight into financial performance, balance sheet management, capital adequacy, profitability, and enterprise risk considerations.

We are seeking a strategic financial professional for a hands-on, visible role with direct Board exposure who can drive meaningful impact across profitability, balance sheet optimization, and strategic planning.

For a confidential conversation, please contact William Wegener, Consultant, Financial Services, or Cameron Boyd, Managing Partner, Financial Services.

Our client, an early-stage, AI-driven commercial real estate insurtech, is building its MGA function and hiring a Head of Underwriting to serve as the firm’s habitational/real estate SME. This is a true builder opportunity for a senior property underwriter to step beyond a traditional carrier environment and help define underwriting strategy, risk appetite, and program structure from the ground up.

You will be hands-on underwriting deals while working directly with the founders to embed underwriting into a data-led, technology-enabled platform, and will play a key role in securing and managing carrier and reinsurance capacity partners.

The ideal profile brings 8+ years of habitational/CRE property underwriting experience within a carrier, including experience building shared and layered programs and contributing to a $100M GWP book that is a minimum of 50% habitational accounts. Strong broker relationships and carrier exposure are critical, along with an interest in working closely with technology to help shape a policy administration platform in its early stages.

This position is best suited for an AVP/VP-level carrier/ MGA underwriter seeking increased responsibility and exposure to the insurtech ecosystem.

This is a remote role with semi-frequent visits to the NYC Headquarters, NYC based, a plus. Compensation and equity, extremely competitive.

Please contact Colin Morgan or Stacy St. Onge to learn more.

Our client, a global specialty MGA is launching a North American Professional Liability platform spanning MPL, Technology E&O, Real Estate E&O and more, and is seeking a founding Chief Underwriting Officer to help build the business from the ground up.

This is a true “clean-sheet” opportunity with committed capacity and long-term equity alignment, responsible for defining underwriting strategy, product architecture, pricing discipline, and risk appetite, while building and leading the underwriting team.

The CUO will own technical underwriting performance and loss ratio, partner closely with the Head of Business on growth and capital deployment, lead national broker engagement, and interface with reinsurance and capacity providers.

Ideal candidates are senior MPL/Tech E&O carrier underwriting leaders with a track record of building or reshaping portfolios, strong broker relationships across wholesale and retail channels, and a desire to operate in an entrepreneurial, build-phase environment with meaningful upside.

Position is fully remote!  Contact Stacy St. Onge to learn more.  

Smith & Wilkinson is proud to partner with USALLIANCE Financial to manage the search for the Credit Union’s next Vice President of Consumer Lending. Headquartered in Rye, NY, USALLIANCE is a full service, not-for-profit financial institution with nearly $3.5 billion in assets, serving more than 190,000 members nationwide. USALLIANCE has built a reputation for innovation, exceptional service, and a deep commitment to its members and communities.

The VP of Consumer Lending will play a key role in fostering an engagement driven lending platform that strengthens member relationships and supports sustainable growth. This leader will shape strategy, enhance processes and automation, and elevate team performance while maintaining strong credit quality and alignment with organizational goals.

The ideal candidate will bring a blend of strategic vision and hands on leadership and possess expertise across consumer lending products, credit performance, and risk management.

We are seeking an engaging and visible leader, capable of energizing teams, fostering collaboration, and driving innovation in a rapidly evolving lending landscape.

For a confidential conversation, please contact William Wegener, Consultant, Financial Services, or Cameron Boyd, Managing Partner, Financial Services.

Our global reinsurance broker client with outfits in the UK, Bermuda, and US, is adding senior Origination & Placement Brokers to their team in the States.  These roles will originate and place casualty treaty business, bringing in new relationships or a book of business (eventually), finding the right markets, handling negotiations, and client relations. 

You must have at least 10 years of traditional casualty reinsurance broking experience with a proven track record of developing new accounts and a strong network of MGA, mutuals, regional contacts to be considered.  Market relationships a plus! 

Positions are fully remote, come with equity, and growth potential.  Contact Stacy St. Onge to learn more.  

Our growing boutique reinsurance broker is in need of a Head of Client Services to takeover the management of an existing client services team that is supporting a mix of producing brokers across MGA, carrier, and ILS business.  

This role requires 15 years minimum working in a client solutions driven role within a traditional reinsurance broker to help the company scale and implement new processes and technologies to better service their accounts and better support their brokers to attract and maintain business.

This is a fully remote role, comes with equity, and is ideal for someone who is entrepreneurial and enjoys a fast paced environment that embraces new ideas.

Contact Walker Robinson to learn more!

Our specialty MGA client is seeking a dynamic Chief Executive Officer to lead their growing platform into its next phase of development. This hands-on, general manager–style role is ideal for a commercial operator ready to scale and modernize a business with strong underwriting talent, established specialty programs, and a meaningful market presence.

The CEO will drive growth by expanding distribution, deepening broker relationships, developing new products, and elevating brand recognition, while continuing to support core industries such as aviation, cannabis, hospitality, student housing, and workers’ compensation (a current $100mill+ GWP portfolio).

With a seasoned existing team providing operational continuity and the backing of committed ownership, the incoming leader will shape strategy, implement AI-enabled underwriting tools, standardize technology-driven workflows, and pursue strategic M&A opportunities.

You must have at least 15 years of P&L management of various departments (underwriting, operations, claims, finance, technology), a proven track record expanding distribution across retailers and wholesalers, product expertise in hospitality, cannabis, or aviation, and direct experience at an MGA or within a programs division to be considered.

Position is fully remote with frequent visits to their HQ in the Midwest. This is a great opportunity for a P&L leader looking to step up into their first CEO role.

Contact Harrison Hines or Stacy St. Onge to learn more.

Our client, a successful regional wholesale broker that holds the pen, is rapidly expanding their E&S platform, and seeking an experienced Personal Lines Excess & Surplus Underwriter to expand their E&S personal insurance business in Florida and the broader Southeast.

If you have deep experience in E&S personal lines underwriting - across products like HO2, DP1–3, umbrellas, high-net-worth, floaters, and collectibles - along with strong relationships with carriers and retail agencies, and have managed books of at least $1 Million in revenue, then contact Colin Morgan to learn more!

This role is ideally based in Florida due to the complexity of the market (particularly coastal risks) and requires the ability to operate independently, including hands-on management of bordereaux reporting.

The role involves some regional flexibility for Florida-based candidates and comes with a competitive salary and a lucrative bonus opportunity based on production and profitability.

Our fast-growing Habitational Property MGA client, launched in 2023, is seeking a hands-on, tech-forward CEO to lead a 15-person team and assume management of a $20M GWP book of business. This role requires deep product expertise in habitational or real estate-focused commercial property insurance nationwide, established carrier relationships, budget oversight experience, and a strong affinity for advancing underwriting through automation, data, and technology.

Executive presence is essential, as this leader will report to the board and drive transparency across financial and operational performance. A proven track record of building and scaling books of business to $50M+ GWP is critical. The CEO will work directly alongside underwriting, technology, and operations to scale and diversify the platform, making this an ideal opportunity for a 15+ year hands on senior leader who has risen through underwriting and operations within an MGA, insurtech, or program environment and is ready for their first CEO role.

Fully remote position with equity participation. Contact Stacy St. Onge or Colin Morgan to learn more.

S&W has been retained by Northeast Bank to manage the search for the bank's first SVP, Director of Specialty Banking.

Northeast Bank is a high-performing publicly traded bank founded in Maine in 1872 and acquired by its current ownership group in 2010. The bank's business strategy is to originate and acquire commercial real estate loans and originate small business loans, nationally. The bank primarily funds its balance sheet with deposits sourced through its retail branch network in western, central, and southern Maine; government and municipal banking customers; national lending customers; and ableBanking, a division of the bank. Northeast Bank has experienced significant growth and currently has $4.9B in total assets and is in exceptional financial condition with strong earnings, efficiencies, asset quality, and capital. For the most recent reporting period ending December 31, 2025, the bank has an ROE of 16.61%, ROA of 2.00%, efficiency ratio of 40.8%, past due loans as a percent of total loans of 0.80%, and core capital ratio of 12.21%. The Bank is regulated by the FDIC and the State of Maine Bureau of Financial Institutions.

Reporting to the Chief Retail Banking Officer, the SVP Director of Specialty Banking will be responsible for driving the development of deposit growth through industry expertise, established relationships, and specialized solutions. The incumbent will be responsible for leading strategic growth initiatives and driving new business development within the Specialty Deposit segments. This position focuses on identifying, cultivating, and managing deposit relationships with clients in industries such as property management, homeowners’ associations, law firms, professional service firms, escrow and title companies, professional fiduciaries, healthcare, and other sectors with complex deposit, cash management, and treasury service needs. We are seeking exceptional vertical banking talent with an entrepreneurial drive for this unique and growth-driven bank leadership role. The ideal candidate is a proven business generator with a portable book of business, deep industry expertise, and an entrepreneurial mindset, capable of building and scaling a specialty deposit franchise within a performance-driven, growth-oriented institution. For additional information, or to arrange a confidential discussion, please contact Julia Crouter, Consultant (jcrouter@smithandwilkinson.com).

Our commercial property & casualty MGU and brokerage client is building new programs and looking for senior underwriting leaders to stand up new books of business and teams across excess liability, commercial auto, builders risk, professional liability, surety, and workers comp.

If you have 15 years of underwriting experience in any of these products/ industries, have a strong track record of growing books of business, are entrepreneurial, and looking for more autonomy, then contact Stacy St. Onge to learn more,

Positions come with equity and are fully remote!

Our established MGA client is growing and looking for an experienced Garage Underwriter to join a growing dealership insurance program focused on auto dealers across the U.S. This role will underwrite auto, garage liability, premises liability, garage keepers, property, and umbrella, working primarily with retail agency partners.

The team currently handles 150–200 submissions per month and is expanding its franchise dealer segment, with accounts ranging from smaller independent dealers to large franchise operations with premiums from $75K to $300K.

We’re seeking a production/ renewal underwriter with 3+ years of garage or dealership underwriting experience as well as strong agency facing skills to solicit new business from existing or new partners.

Position is fully remote with quarterly visits to their HQ in Ohio. Please contact Colin Morgan to learn more.

Our high-growth program administrator & MGA client is seeking an experienced Chief Reinsurance Officer to lead the design, placement, and ongoing management of program-specific reinsurance structures across a diversified specialty portfolio.

The ideal candidate will bring deep experience in MGA/MGU reinsurance strategy, with strong, established relationships across the domestic and global reinsurance market. This role is best suited for someone who has significant experience placing reinsurance for individual programs—not traditional carrier treaty placements—and that understands unique structures within the program business model.

This executive will have a proven track record of securing capacity for MGA and program business across commercial, personal, and specialty lines, and the credibility to advance programs through reinsurer panels. Experience at a leading reinsurance brokerage or within an MGA, carrier, or hybrid platform supporting program business is highly valued. The role partners closely with underwriting, legal, and finance teams and represents the company at key industry events.

Contact Colin Morgan to learn more!

Our 60-year-old Health and Human Services MGA client is expanding their E&S Casualty team and seeking a Senior E&S Casualty Underwriter to grow and manage their Health and Human Services book. This role focuses on engaging with wholesale brokers in the NYC area, bringing in new business, managing renewals, and driving growth, with a clear path to management.

The ideal candidate will have 10+ years of E&S casualty underwriting experience, preferably with human services, allied health, or non-profit classes of business, a proven track record of managing $5M+ GWP books, and experience building strong relationships with wholesale brokers to source new business.

This position is partially remote in NYC, with required face-to-face visits with brokers. Competitive base salary and uncapped bonuses offered!

For more information, contact Colin Morgan.

Our global MGA client is growing in the US and now hiring an experienced Broker Distribution Head to drive their retail and wholesale distribution strategy for their US based program partners. 

This role will partner with existing programs offering niche solutions across farm/ag, professional liability, construction, transportation, and beyond to access more retailers and wholesalers throughout the country, driving increased revenue, identifying cross selling opportunities, negotiating new broker/ agent partnerships, and breaking into new markets.  

This role will also work with leadership to identify emerging product trends as well as market revisions to maximize profitability.

You must have at least 10 years of commercial property & casualty sales experience, working in a carrier or MGA partnerships role, broking or agency development capacity to be considered as well as a significant rolodex amongst retailers and wholesalers.

Position is fully remote and comes with great growth opportunity as the company continues to build around the US.  You are expected to travel throughout the year to industry events and to broker houses to grow/ maintain relationships.  

Contact Walker Robinson to learn more.

Our growing/ global boutique reinsurance broker client is building out their US team and establishing a Facultative division specific to casualty or property business.  If you have strong relationships/ clients in the US or LATAM facultative market and want to grow a new presence with a well backed broker with robust financial and analytical resources then please contact Stacy St. Onge to learn more.

These roles are fully remote anywhere in the US, require a strong rolodex, client management/ negotiation skills, and based on seniority, will manage a small team as they continue to scale. Roles come with a competitive package and strong incentives to hit revenue goals as well as equity.

 

Our client, a successful regional wholesale broker that holds the pen, is rapidly expanding their E&S platform, and seeking an experienced Commercial Lines Excess & Surplus Underwriter in the Southeast to grow a diverse book of both commercial E&S business.

If you have at least 3 years of excess & surplus underwriting experience in the Commercial space (transportation experience is a major plus), strong relationships with retail agencies and carriers across the Southeast, and a proven ability to drive business -not just take orders - then contact Colin Morgan to learn more!

This role involves approximately 25% travel for agency and carrier meetings, as well as industry conferences, and is open to candidates based in Southeastern states (FL, GA, TN, AL, NC, SC). A P&C and Surplus Lines license in your home state is strongly preferred. This opportunity comes with a competitive base salary and a lucrative, performance-based bonus tied to production and profitability.

Our High Net Worth/ Personal Lines Carrier client is growing their group excess program and in need of an Underwriting Manager to reassess their guidelines and appetite, reprioritize their broker/ agent relationships, and manage the overall day to day production and renewal of this $30mill GWP book to help them increase revenue and territories.

 

This will not manage a team day one but will rather partner with the leaders of the book to revamp how they're doing business today. If you enjoy influencing internal and external partnerships, want to contribute not just to production but to overall underwriting go-to-market strategies, and can be in the office 3-4 days a week, then contact Colin Morgan to learn more.

 

This role can be based out of their offices in South Florida, Chicago, or NYC and will grow a team once the new underwriting strategy is in place.

Our client, a rapidly expanding global insurance group with a leading position in the delegated authority market and their own brokerage division, is seeking an SVP-Level Producer for Delegated Authority business to drive new program origination and growth across specialty lines.

If you have deep experience in delegated authority business development - sourcing MGAs, program administrators, and underwriting agencies seeking capacity across lines such as Professional Liability, Property, Casualty, Marine, Environmental, and Parametric - and have established relationships within both U.S. and London markets, then contact Colin Morgan to learn more.

This highly entrepreneurial role offers significant autonomy and visibility. The ideal candidate will bring a proven track record of producing profitable delegated authority partnerships, structuring binders and facilities, and managing relationships that deliver sustained GWP growth. You’ll leverage your network across MGAs, brokers, and capacity providers to identify new opportunities and align market appetite with innovative program solutions.

The role is fully remote and open to candidates nationwide, with a preference for those based in the East or Central U.S. regions. Compensation includes a competitive base salary with significant upside on performance-based incentives, and the opportunity to play a key role in shaping the growth of a top-tier delegated authority platform.

 

Property & Casualty Wholesale Broking Branch Manager

A fast-growing wholesale platform is seeking a proven generalist P&C Wholesale Broker to oversee a team, establish best practices, and expand its General Binding and Small Commercial book as it's positioned to double.

A minimum of 15+ years in wholesale broking or general binding, multi-line P&C experience, and strong retail agent relationships are required. Ideal candidates have led both people and production, with comfort managing operations, deal flow, and agent relationships.

If you have a proven track record of driving growth and structure across small commercial GL, property, package, and specialty programs then contact Colin Morgan to learn more.

Position is fully remote West Coast or Central time zone preferred. Compensation will be competitive and align to EBITDA performance.

Our fast growing MGA is diversifying their portfolio and looking for program underwriting leaders and seasoned production underwriters to build or join programs across professional liability, commercial auto/ trucking, E&S property, and more.

Through M&A,  this client has capacity and resources day one for program leaders to be hired quickly and up and writing business within a couple of months of hire.  If you've wanted to start your own program with more peace of mind and a shorter launch time, this is a great opportunity to pursue.

Strong underwriters who want to support existing and competitive new programs are also a need.  Positions are fully remote!  Contact Stacy St. Onge to learn more.

Our growing full-stack MGA specializing in E&S property and habitational real estate is seeking E&S Property Production Underwriters to handle high-volume submissions, grow their own book, and build strong broker relationships. Accounts typically range from $100K–$135K premium, and the role is fully remote with nationwide reach.

Candidates should have an MGA background, understand E&S property and habitational risks, and thrive in a fast-paced environment. CAT expertise is not required at this time, though there may be future opportunities as the company expands into additional perils.

Contact Walker Robinson to learn more!

Our North American MGA client that holds the pen is launching in the U.S. and looking for seasoned production underwriters in any mix of Industries/ Products like Life Sciences, Technology, Professional Lines, Accountants & Engineers, Lawyers, Medical Equipment and more, writing a mix of Professional Liability, MPL, D&O, E&O, Cyber, etc.  to establish a book and team in a remote capacity.

They will provide the back office resources, technology, capacity, and distribution support to help reach very realistic GWP goals year one and beyond.  

This is a great opportunity for someone who is entrepreneurial but realistic about growing slowly (think $1mill GWP year one).  A minimum of 5 years of production underwriting is required. Equity will be granted!

Contact Stacy St. Onge to learn more.  

Our growing wholesale brokerage and MGA is adding to specific territories in Texas, Florida, and Pennsylvania and in need of strong production wholesale underwriters with retail relationships to offer.

If you have generalist property & casualty experience and relationships in any of these key states when it comes to retail agencies, then contact Walker Robinson to learn more. Roles are fully remote!