Specialty Technical Assistant/Jr. Underwriting Assistant

Westfield Insurance; Alpharetta (GA); Hybrid; USD 50,000 - 65,000; Full time

Job summary

A national insurance provider is seeking a Specialty Technical Assistant/Jr. Underwriting Assistant in Alpharetta, GA to support their E&S Casualty Team. Candidates must have a Bachelor's degree or relevant experience and be proficient in Microsoft Excel. Responsibilities include analyzing transactions, managing underwriting relationships, and processing new business submissions. The role requires strong analytical skills and the ability to work collaboratively with teams. This position offers a hybrid work option with four days onsite and one day from home.

Qualifications

• Experience in a technical assistance or underwriting role is required.
• Exceptional skills in Microsoft Excel are necessary.
• Ability to work onsite in Alpharetta 4 days per week.

Responsibilities

• Review and analyze incoming transactions for completeness and quality.
• Process Excess Casualty new business submissions and endorsements.
• Manage underwriting relationships with timely responses.

Skills

Analytical skills

Mathematical aptitude

Proficiency in Microsoft Excel

Ability to prioritize competing demands

Education

Bachelor’s degree

Tools

MS Office

ImageRight

Job description

Specialty Technical Assistant/Jr. Underwriting Assistant

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.

Understanding of the Excess Casualty Product.

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)

EQUAL OPPORTUNITY EMPLOYER

United States: All applicants receive consideration for employment without regard to race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, or status as a protected veteran.

United Kingdom: Westfield is committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.