Specialty Technical Assistant/Jr. Underwriting Assistant

Westfield Specialty; Alpharetta (GA); Hybrid; USD 50,000 - 70,000; Full time

Job summary

A leading insurance company in Alpharetta is seeking an experienced Technical Assistant to support their E&S Casualty Team. Responsibilities include reviewing transactions for accuracy, managing underwriting relationships, and gathering detailed underwriting data. The ideal candidate will possess strong analytical skills, excellent proficiency in Microsoft Excel, and the ability to prioritize tasks effectively. This role requires onsite work four days a week with one day working from home.

Qualifications

• Bachelor's degree or relevant work experience required.
• Proficient in MS Office, with exceptional skills in Microsoft Excel.
• Ability to manage multiple deadlines.

Responsibilities

• Review and analyze incoming transactions for accuracy.
• Manage underwriting relationships and service inquiries.
• Gather and analyze underwriting information and reports.

Skills

Understanding of the Excess Casualty Product

Strong desk management skills

Strong communication skills

Analytical skills

Proficiency in MS Office

Ability to prioritize tasks

Teamwork skills

Education

Bachelor's degree or relevant work experience

Tools

Microsoft Excel

ImageRight

Job description

Experienced Technical Assistant/Jr. Underwriting Assistant supporting Westfield Specialty Insurance's growing E&S Casualty Team.

• 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.

Knowledge, Skills & Competencies

• Understanding of the Excess Casualty Product.

• Strong desk management, written and verbal communication skills.

• 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.

• 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)