BUILD YOUR FUTURE...WHILE PROTECTING THEIRS.

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 Insurance, you will quickly learn that protecting our customer’s future by delivering on our promise to help restore lives and rebuild businesses when the unexpected happens is at the heart of what we do. Building relationships and caring about people has been part of our culture since 1848. Be a part of a team that recognizes and appreciates those who take initiative, know how to elevate an idea and can innovate and seek opportunity in a changing world.

Underwriting Assistant 2 Job Summary

Salary Range: 47,500 - 52,595 - 59,455

Acts as a key member of the new business/renewal business production team. Responsibilities include making underwriting decision s within assigned authority limits. Coordinates all aspects of reviewing and setting up new business/renewal business for quoting. Specific duties will vary slightly by business unit and may include obtaining information from agents and customers; preparing information for collaborations/renewal meetings; processing necessary quote revisions; and coordinating policy issuance. As needed, may track customer touch points and may be involved in monthly renewal meetings. As needed, may provide administrative support for assigned team. Underwriting authority will be assigned based on a combination of experience, performance and business needs of assigned unit.

Essential Functions (primary functions and/or reasons the job exists in order of importance)
1. 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 Direct Quote/Processor, and reviews quote for accuracy.
2. Utilizes sound judgment and applicable experience to assist team with new business/renewal business/endorsement and makes underwriting decisions within their assigned authority.
3. Gathers outstanding information from agents and customers and sets up issue instructions when an order is received from the agent/customer.
4. 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.
5. Provides 5.3 processing support if technology is available and other administrative support as needed (such as scheduling meetings, printing documents or corresponding with agents/customers). Maintains an operating knowledge of Westfield Group standardized hardware, software programs, third-party software (MS Office), and processing procedures.

Desired Qualifications/Experience/Certification/Education (in order of importance)
1. 5 or more years of experience in the property and casualty industry.
2. Experience working with customers and demonstrated ability to provide strong and consistent customer service.
3. Ability to organize various work priorities while ensuring deadlines are met.
4. Proven ability to use experience and independent judgment to adjust new business quotes, new policy issuance, and renewal policy issuance/endorsement to reflect agency personnel new/renewal change requests based on their assigned underwriting authority.
5. Excellent verbal and written communication skills resulting in the ability to effectively interact with all levels of management and employee population.
6. Proven ability to use experience and independent judgment to complete file documentation including pricing rationale.
7. Proven ability to utilize experience to mentor and train team members.
8. Valid driver’s license and a driving record that conforms to company standards.
9. High School diploma or GED equivalent.

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.
* Ability to operate an automobile within the parameters of the driving policy.

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.

Westfield offers a Total Rewards program that focuses on compensation, benefits and wellness, and includes perks like 401(k), pension plan, annual incentive, education reimbursement, flex-time, onsite fitness center and casual dress. Work-life balance, recognition, and learning and career development are all part of a rewarding career with Westfield Insurance.
To learn more about Westfield and the opportunities available, please visit us at

We are an equal opportunity employer/minority/female/disability/protected veteran.