Westfield

The Middle Market Underwriting Senior Assistant is responsible for performing a wide range of administrative and analytical tasks, including reviewing policy applications, verifying information, and conducting research to support underwriting decisions.. Supports underwriters on renewals by ordering and analyzing reports, gathering information, and providing a checklist of what the underwriter needs to address at renewal.. Provides training and mentorship to junior underwriting support staff, including assisting with onboarding, conducting performance evaluations, and providing ongoing guidance and support.. Maintains underwriting files and records in accordance with company procedures, including organizing and storing documents, updating policy information, and maintaining data integrity.. Performs other administrative duties as assigned by the underwriting manager, including participating in special projects, attending meetings, and maintaining up-to-date knowledge of industry trends and regulatory requirements.

senior assistant

Job Description The Middle Market Underwriting Senior Assistant is responsible for performing a wide range of administrative and analytical tasks, including reviewing policy applications, verifying information, and conducting research to support underwriting decisions. The role acts as a key member of the new, renewal & endorsement business production team, making underwriting decisions within assigned authority limits. The role coordinates all aspects of reviewing and setting up new business/renewal business for quoting, obtains information from agents and customers, prepares information for collaborations and meetings, processes necessary quotes and demonstrates excellent communication and customer service. Responsibilities <ul> <li>Reviews policy applications and supporting documentation to ensure completeness and accuracy, including verifying applicant information, performing background checks, and assessing risk factors. </li> <li>Supports underwriters on renewals by ordering and analyzing reports, gathering information, and providing a checklist of what the underwriter needs to address at renewal. </li> <li>Coordinates renewal file information with the appropriate renewal underwriters and examiners when it is sent to them from an agency. </li> <li>Reviews individual accounts for exposure identification and acceptability of risk in accordance with company guidelines and standards. </li> <li>Conducts research and analyzes data to support underwriting decisions, including gathering information on industry trends, competitor offerings, and market conditions. </li> <li>Prepares underwriting reports and presentations for senior management and stakeholders, including developing recommendations for improving underwriting processes and procedures. </li> <li>Provides training and mentorship to junior underwriting support staff, including assisting with onboarding, conducting performance evaluations, and providing ongoing guidance and support. </li> <li>Responds to customer inquiries and provides excellent customer service, including answering questions about policies, explaining underwriting decisions, and resolving complaints. </li> <li>Collaborates with other departments to improve underwriting processes and operational efficiencies, including working with IT to develop or enhance underwriting systems and tools. </li> <li>Maintains underwriting files and records in accordance with company procedures, including organizing and storing documents, updating policy information, and maintaining data integrity. </li> <li>Maintains an operating knowledge of Westfield standardized hardware, software programs, third-party software (MS Office), and processing procedures. </li> <li>Performs other administrative duties as assigned by the underwriting manager, including participating in special projects, attending meetings, and maintaining up-to-date knowledge of industry trends and regulatory requirements.</li></ul> Qualifications <ul> <li>3-5 years of experience in Insurance Underwriting. High School Diploma or General Education Diploma (GED) and/or commensurate work experience.</li></ul>

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