About the position
Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it. Our common values and focus on inclusion and respect drive the decisions made by our company, teams and people. This is why we are committed to hiring and building diverse teams representative of the customers we serve globally. When you join our team, you can apply your unique life and job experiences and work in an environment where your ideas are heard, your contributions are celebrated, and your whole-self matters. About Cat Financial Cat Financial is a subsidiary of Caterpillar Inc., the world’s leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For more than 40 years, Cat Financial has provided a wide range of financing solutions to customers and Cat® dealers for machines, engines, Solar® gas turbines, genuine Cat parts and services. Headquartered in Nashville, Tennessee, Cat Financial serves customers globally with offices and subsidiaries located throughout North and South America, Asia, Australia, Europe and Africa. Visit cat.com to learn more about Cat Financial.
Responsibilities
- Drive strategy and advocate for product specific needs, partnering on rate and non-rate action to address indication, gain strategic alignment, and ensure compliance.
- Partner cross functionally to deliver competitive and profitable products, as well as launch new products in support of the Enterprise, the Dealerships and our End Customers.
- Preparing proposals and insurance summaries based on evaluation of client coverage needs.
- Building and maintaining strong relationships with clients and insurance carrier representatives and resolving customer inquiries.
- Developing programs and products, implementing robust pricing, risk validation, enrollment and documentation processes.
Requirements
- Extensive experience managing the lifecycle of insurance products for medium to large business clients, from ideation through underwriting, launch, and post-launch optimization.
- Strong understanding of industry regulatory frameworks, risk appetite, and customer-specific coverage needs.
- Demonstrated ability to collaborate cross-functionally with actuarial teams, marketing, distribution channels, and technology partners to bring market-relevant insurance solutions to life.
- Leadership Experience & Cultural Influence in Insurance leading product management, underwriting, claims, or operations teams within the insurance sector, with experience across varying team sizes and organizational structures.
- Demonstrated ability to drive team performance, enhance policyholder service standards, and cultivate a high-performing, collaborative environment.
- Strong conflict resolution capabilities, especially within high-stakes, customer-facing functions.
Nice-to-haves
- Exceptional ability to align stakeholders across underwriting, legal, claims, and technology to achieve strategic priorities and regulatory compliance.
- Skilled at championing change and building momentum for digital transformation initiatives in the insurance ecosystem.
- Deep proficiency in insurance analytics, including predictive modeling, loss ratio analysis, and segmentation to support underwriting strategy and portfolio optimization.
- Experience translating complex data insights into clear, actionable recommendations for both senior leadership and front-line teams.
Benefits
- Medical, dental, and vision benefits
- Paid time off plan (Vacation, Holidays, Volunteer, etc.)
- 401(k) savings plans
- Health Savings Account (HSA)
- Flexible Spending Accounts (FSAs)
- Health Lifestyle Programs
- Employee Assistance Program
- Voluntary Benefits and Employee Discounts
- Career Development
- Incentive bonus
- Disability benefits
- Life Insurance
- Parental leave
- Adoption benefits
- Tuition Reimbursement
