Underwriting Assistant, Financial Lines

Westfield; New York (NY); On-site; USD 65,000 - 85,000; Full time

Job summary

Westfield is seeking an Underwriting Assistant for the Financial Lines team, based in New York City or Berkeley Heights, NJ. You will review and analyze transactions for completeness, support multi-line submissions, renewals, and endorsements processing, including rating and policy assembly.

The role emphasizes accuracy, compliance with state rules, and collaboration with underwriting relationships. You’ll gather financial reports and loss data, maintain diaries, and participate in process

Qualifications

• Bachelor’s degree or relevant work experience required.
• 2–3 years of UA experience; financial lines knowledge is a plus.
• Strong knowledge of underwriting principles, coverage, policy forms and pricing tools.
• Proficient with MS Office, especially Excel.
• Excellent written and verbal communication; strong prioritization.
• Able to manage high workload and meet deadlines.
• Strong analytical abilities and math aptitude.
• Team player who works well under pressure.

Responsibilities

• Review transactions for completeness, accuracy, and quality.
• Manage submissions, endorsements processing including rating and policy assembly.
• Maintain correspondence with customers and daily diaries on pending transactions.
• Ensure compliance with state rules for cancellations and reinstatements.
• Gather underwriting information from reports, audits, loss runs.
• Update internal reports as directed by management.
• Participate in peer reviews and quality control.
• Contribute to special projects as needed.

Skills

Analytical thinking

Strong communication

Time management

Team collaboration

Self-motivated learner

Education

Bachelor's degree or relevant work experience

Tools

MS Excel

MS Office

Job description

We are seeking an Underwriting Assistant to join our Financial Lines team based in either the New York, NY or Berkeley Heights, NJ offices. The Underwriting Assistants review and analyze incoming transactions and related information for completeness, accuracy and quality. They are responsible for multi-line 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
• Ensure compliance with state rules and regulations relative to cancellations and reinstatements
• Gathering and analyzing underwriting information including experience reports, final audits, loss control reports, financial reports, and loss runs
• Ability to manage internal report updates based on manager discretion
• Participates in peer review and quality control for the team(s) as needed
• Special projects, including participation in company projects, as needed

qualifications

• Bachelor’s degree or relevant work experience required
• 2-3 years of UA Experience, Financial Lines - specific knowledge a plus
• Proficient knowledge of underwriting principles, product-specific coverage, policy forms, pricing tools, regulatory compliance, and insurance systems
• Proficient in MS Office, with exceptional skills in Microsoft Excel
• Strong desk management and written and verbal communication skills.
• 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.
• The ability to work in a team environment and handle multiple deadlines with ease.
• Self-starter that is energized by independent learning and research

NYC Based Candidates Only: Salary range for this role is 65-85k, based on relevant experience and skillset

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.

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