Senior Underwriting Assistant, Financial Lines

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office
Senior level
Insurance
The Role
Review and analyze incoming Financial Lines transactions for completeness and accuracy. Process new business, renewals, and endorsements including rating, policy construction, and assembly. Maintain correspondence, compliance, reports, diaries, participate in quality control and special projects.
Summary Generated by Built In

We are seeking a Senior Underwriting Assistant to join our Financial Lines team based in either the Alpharetta, GA or Berkeley Heights, NJ offices. The Underwriting Assistants review and analyze incoming transactions and related information for completeness, accuracy and quality.  They are responsible for multi-line new business submissions, renewal submissions, and endorsements processing including rating, policy construction, and assembly in a timely and accurate manner. 

 

  • Regularly reviews and adheres to department processing guidelines and procedures to ensure accuracy including recommended changes/enhancements

  • Manage underwriting relationships with timely responses relative to service inquiries.

  • Maintain all correspondence activity with internal and external customers including daily diaries on pending transactions

  • Ensure compliance with state rules and regulations relative to cancellations and reinstatements

  • Gathering and analyzing underwriting information including experience reports, final audits, loss control reports, financial reports, and loss runs

  • Ability to manage internal report updates based on manager discretion

  • Participates in peer review and quality control for the team(s) as needed

  • Special projects, including the participation in company projects, as needed

qualifications 

  • Bachelor’s degree or relevant work experience required

  • 7 or more years of UA Experience, Financial Lines - specific knowledge a plus

  • Proficient knowledge of underwriting principles, product-specific coverage, policy forms, pricing tools, regulatory compliance, and insurance systems

  • Proficient in MS Office, with exceptional skills in Microsoft Excel

  • Strong desk management and written and verbal communication skills.

  • Ability to prioritize competing demands and requests to complete work within required time constraints with a high volume of work.

  • Demonstrate strong analytical skills and mathematical aptitude.

  • The ability to work in a team environment and handle multiple deadlines with ease.

  • Self-starter that is energized by independent learning and research

This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.


#wsp

Skills Required

  • Bachelor's degree or relevant work experience
  • 7+ years Underwriting Assistant experience (Financial Lines)
  • Proficient knowledge of underwriting principles, product coverage, policy forms, pricing tools, and regulatory compliance
  • Proficient in MS Office with exceptional Microsoft Excel skills
  • Strong desk management, written and verbal communication skills
  • Ability to prioritize competing demands and manage high volume work within time constraints
  • Strong analytical skills and mathematical aptitude
  • Ability to work in a team environment and handle multiple deadlines
  • Self-starter with independent learning and research initiative
  • Financial Lines-specific knowledge

Westfield Insurance Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Westfield Insurance and has not been reviewed or approved by Westfield Insurance.

  • Retirement Support A defined-benefit pension alongside a 401(k) with employer contributions is presented as a standout component and an uncommon combination today. Safe-harbor style 401(k) contributions are referenced, adding reliable long-term value.
  • Leave & Time Off Breadth The package includes PTO, paid holidays, sick time, volunteer time off, and parental/caregiver leave. PTO levels are described as ample with increases over tenure and dedicated volunteer time.
  • Wellbeing & Lifestyle Benefits Wellness incentives and fitness reimbursement are available, with on-site amenities like a fitness center and cafeteria at the home office. Learning resources and recognition programs further support overall wellbeing.

Westfield Insurance Insights

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The Company
HQ: Westfield Center, Ohio
2,902 Employees

What We Do

Founded in 1848, Westfield is a global leader in property and casualty insurance, delivering superior risk insights and innovative solutions to customers through a diverse portfolio of insurance products. Westfield underwrites commercial, personal, surety, and specialty lines of coverage through a network of leading independent agents and brokers in the United States and specialty products through Lloyd’s of London Syndicate 1200. As a mutual insurance company with more than 3,000 employees, Westfield has revenues in excess of $4 billion and more than $10 billion in assets.

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