Specialty Technical Assistant/Jr. Underwriting Assistant

Posted Yesterday
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Alpharetta, GA, USA
Hybrid
Entry level
Insurance
The Role
Supports an Excess Casualty underwriting team by reviewing transactions, processing new business, renewals, and endorsements, constructing policies, maintaining correspondence and diaries, gathering underwriting documentation, ensuring regulatory compliance, responding to business partners, and assisting with quality reviews, reports, and special projects.
Summary Generated by Built In

Experienced Technical Assistant/Jr. Underwriting Assistant supporting Westfield Specialty Insurance's growing E&S Casualty Team.

Responsibilities
  • Review and analyze incoming transactions and related information for completeness accuracy and quality.

  • Excess Casualty 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.

  • Compliance with state rules and regulations relative to cancellations and reinstatements.

  • Gathering and analyze underwriting information including experience reports, final audits, loss control reports, financial reports, loss runs, MVRs, and FEINs.

  • Ability to manage internal report updates based on manager discretion.

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

  • Special projects, including participation of Home Office projects, as needed.

 

Knowledge, Skills & Competencies

  • Understanding of the Excess Casualty Product.

  • Strong desk management, written and verbal communication skills.

  • Strong comfort level with developing rapport with business partners, underwriters, agents and co-workers by phone, email or in person.

  • 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.

  • Proficiency in using online reference manuals and multiple electronic systems.

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

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

  • Review and provide feedback on quality review of other team members to management based on required checklist.

Qualifications
  • Bachelor’s degree or relevant work experience required.

  • Proficient in MS Office, with exceptional skills in Microsoft Excel. ImageRight experience a plus.

  • Ability to work onsite in our Alpharetta Office 4 days per week.  (1 day work from home)

Skills Required

  • Bachelor's degree or relevant work experience
  • Proficiency in Microsoft Office
  • Exceptional Microsoft Excel skills
  • Understanding of the Excess Casualty insurance product
  • Strong written and verbal communication skills
  • Strong analytical skills and mathematical aptitude
  • Ability to prioritize competing demands and manage high-volume work with multiple deadlines
  • Ability to work onsite in Alpharetta four days per week, with one work-from-home day
  • ImageRight experience
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The Company
Year Founded: 1851

What We Do

Westfield Specialty is a prominent specialty insurance carrier that combines global reach with local market expertise, supported by the financial strength of Westfield, a leading U.S.-based property and casualty insurance company. It delivers strategic, creative coverage solutions designed to help protect businesses, mitigate risk, and assist in driving growth for clients.

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