Small Business Underwriting Trainee

Westfield-Insurance; Westfield Center (OH); Hybrid; USD 40,000 - 55,000; Full time

Job summary

Westfield-Insurance in Ohio is seeking a Small Business Trainee to develop knowledge, experience, skills, and business acumen under direct supervision. The role focuses on learning, relationship building, and delivering projects while identifying resources for career growth.

The trainee will participate in learning activities, shadow senior staff, attend meetings, and complete on-the-job assignments. A foundation in insurance operations and business processes is emphasized.

Qualifications

• High School Diploma or GED or commensurate experience.
• Bachelor's degree in Risk Management, Finance, or Business preferred.

Responsibilities

• Works to acquire the knowledge, experience, skills, and business acumen in the assigned area, which helps in the trainee's development towards the goal of becoming a professional in the respective department.
• Assists leader, team, or business unit with work assigned to them.
• This often includes, but is not limited to, project work and coverage of day-to-day activities.
• Develops business acumen through interactions and shadowing with other professionals.
• Attends business unit meetings, executes research, and creates and delivers presentations as assigned.
• Prepares for and engages in one-on-one, online, and on-the-job learning/educational assignments/ experiences.
• Develops operating knowledge of Company standardized hardware, software programs, third-party software, and processing procedures.
• Works toward developing an understanding of key concepts and appropriate business skill application through learning programs, structured on the job experiences, and active participation and engagement in all team building, observation and practice activities.
• Solicits reinforcing and constructive feedback from leader, peer coaches and others in the organization and incorporates feedback into development.
• Identifies resources, best practices, and external networking opportunities to monitor pertinent industry activity and trends.
• Maintains awareness, understanding, and compliance with internal policies and procedures, laws, and regulations appropriate for this position.

Education

High School Diploma or GED

Bachelor's degree in Risk Management, Finance, or Business

Job description

Job Summary

The Small Business Trainee, working under direct supervision, is responsible to acquire knowledge, experience, skills, and business acumen in the assigned area. The role completes educational, work, and relationship building experiences and participates and engages in all assignments/experiences, soliciting feedback regarding performance, and closing gaps in his/her knowledge, skills, and business acumen. In addition, the role also establishes a strong foundation by building relationships and identifying resources that will help them in their career.

Job Responsibilities

• Works to acquire the knowledge, experience, skills, and business acumen in the assigned area, which helps in the trainee's development towards the goal of becoming a professional in the respective department.
• Assists leader, team, or business unit with work assigned to them.
• This often includes, but is not limited to, project work and coverage of day-to-day activities.
• Develops business acumen through interactions and shadowing with other professionals.
• Attends business unit meetings, executes research, and creates and delivers presentations as assigned.
• Prepares for and engages in one-on-one, on-line, and on-the-job learning/educational assignments/ experiences.
• Develops operating knowledge of Company standardized hardware, software programs, third-party software, and processing procedures.
• Works toward developing an understanding of key concepts and appropriate business skill application through learning programs, structured on the job experiences, and active participation and engagement in all team building, observation and practice activities.
• Solicits reinforcing and constructive feedback from leader, peer coaches and others in the organization and incorporates feedback into development.
• Identifies resources, best practices, and external networking opportunities to monitor pertinent industry activity and trends.
• Maintains awareness, understanding, and compliance with internal policies and procedures, laws, and regulations appropriate for this position.

Job Qualifications

• High School Diploma or General Education Diploma (GED) and/or commensurate experience.

• Bachelor's degree in Risk Management, Finance, or Business preferred.

Location

• Hybrid - defined as working three or more days per week in the office

Start Date

• June 2027

Behavioral Competencies

• Collaborates
• Customer focus
• Communicates effectively
• Decision quality
• Nimble learning

Technical Skills

• Business Analysis
• Data Management
• Data Entry
• Insurance Operations
• Insurance Policies
• Insurance Industry Knowledge
• Information Systems
• Data Analysis and Reporting

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.