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.

• Reviews policy applications and supporting documentation to ensure completeness and accuracy, including verifying applicant information, performing background checks, and assessing risk factors.
• Supports underwriters 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.
• Reviews individual accounts for exposure identification and acceptability of risk in accordance with company guidelines and standards.
• Conducts research and analyzes data to support underwriting decisions, including gathering information on industry trends, competitor offerings, and market conditions.
• Prepares underwriting reports and presentations for senior management and stakeholders, including developing recommendations for improving underwriting processes and procedures.
• Provides training and mentorship to junior underwriting support staff, including assisting with onboarding, conducting performance evaluations, and providing ongoing guidance and support.
• Responds to customer inquiries and provides excellent customer service, including answering questions about policies, explaining underwriting decisions, and resolving complaints.
• Collaborates with other departments to improve underwriting processes and operational efficiencies, including working with IT to develop or enhance underwriting systems and tools.
• Maintains underwriting files and records in accordance with company procedures, including organizing and storing documents, updating policy information, and maintaining data integrity.
• Maintains an operating knowledge of Westfield standardized hardware, software programs, third-party software (MS Office), and processing procedures.
• 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.

• 3-5 years of experience in Insurance Underwriting. High School Diploma or General Education Diploma (GED) and/or commensurate work experience.