You will be challenged. Rewarded. And valued for your unique experience, background and perspective. Join a team where hard work pays off and original thinking is celebrated. As you build your future at Westfield, you will quickly learn that protecting our customer’s future is at the heart of what we do. We deliver on our promise to help restore lives and rebuild businesses when the unexpected happens. Building relationships has been part of our culture since 1848.
Be a part of a team that recognizes and appreciates those who take initiative, seek opportunity, and strive for innovation in a changing world. Westfield’s IT organization is focused on enabling the company’s strategic priorities in collaboration with our business partners. We continue to transform and evolve with the business as we deliver new solutions to meet their needs. We leverage a mix of building new solutions using trailblazing new technologies and integration with top industry software products. Our innovative work is made possible by the stability of a company with a 170+ year history.
Agribusiness Underwriting Assistant 1 Job Summary
Location: Westfield Center, OH Home Office or open to remote work opportunities
Salary Range: $43,823 - $56,970
Acts as a key member of the new, renewal & endorsement business production team. Coordinates all aspects of reviewing and setting up new & renewal business for quoting. Duties will include obtaining information from agents and customers; prepares information for collaborations/renewal meetings; processes necessary new business quotes & quote revisions; and coordinates policy issuance. As needed, may track internal & external customer touch points. Provides underwriting support for assigned team.
Essential Functions (primary functions and/or reasons the job exists in order of importance)
Reviews individual accounts for exposure identification and acceptability of risk in accordance with company guidelines and standards. Sets up new business and/or renewal business applications for quoting, coordinates timely turnaround with Quoter/Account Examiner, and reviews quote for accuracy.
Gathers outstanding information from agents and customers and sets up issue instructions when an order is received from the agent/customer.
Orders and analyzes investigative reports (MVR’s, loss control reports and surveys, financials, D&B’s, Predictive Underwriting, etc.) on present or potential customers. Reviews and takes action on business income worksheets, estimates of value, statements of value, and other key underwriting information.
Provides 5.3 processing support if technology is available and other underwriting support as needed.
Maintains an operating knowledge of Westfield Group standardized hardware, software programs, third-party software (MS Office), and processing procedures.
Develops relationships with key producers, agency personnel, and external/internal customers. As needed, participates in agency meetings, monthly renewal meetings, meetings with insureds, and visits to the insured’s location. Responsible for maintaining and strengthening the established relationship with the agency personnel, local and home office team members, and the customer.
May provide support to the underwriter on renewals by ordering and analyzing reports, gathering information, and providing a checklist of what the underwriter needs to address at renewal. Coordinates renewal file information with the appropriate renewal underwriters and examiners when it is sent to them from an agency.
Keeps current on state/territory issues and regulations, industry activity and trends, internal processes and procedures, and shares this information with team members. Helps provide training and support to new underwriting assistants that are hired.
Will have limited authority as outlined in authority grant.
Cooperates and collaborates with others in the unit and company in executing business strategies and plans.
Supports the Field, Underwriters, and Leaders in achieving their revenue, retention, and profit goals.
May travel occasionally to participate in meetings, special assignments, training, and/or travel between office locations.
Desired Qualifications/Experience/Certification/Education (in order of importance)
3+ years of experience in the property and casualty industry.
Experience working with customers providing strong and consistent customer service.
Proficient use of various core systems, office and computer equipment and software packages.
Excellent verbal and written communication skills resulting in the ability to effectively interact with all levels of management and employee population.
Valid driver’s license and a driving record that conforms to company standards.
High School diploma, GED equivalent or commensurate experience.
Physical Requirements (specific to the role)
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Ability to work effectively in an office environment for 40+ hours per week (including sitting, standing and working on a computer for extended periods of time).
Ability to communicate effectively in a collaborative work environment utilizing various technologies such as: telephone, computer, web, voice, teleconferencing, e-mail, etc.
Ability to travel as required.
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.
We are an equal opportunity employer/minority/female/disability/protected veteran.
Telecommuting is allowed.
Westfield will be admired as a leading personal and commercial lines property-casualty insurance company enabled by an exceptional team known for expertise and caring. We will be distinguished by excellence in commercial insurance, and customers will choose us for our insight about risk and the value we deliver.