Underwriting Data & Operations Specialist

WCF Insurance; Sandy (UT); On-site; USD 69,000 - 87,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Company paid life insurance

401K with a generous 6% employer match

Employee Assistance Program (EAP)

Time off to volunteer in the local社区

4 weeks of vacation in the first year

Job summary

WCF Insurance, headquartered in Sandy, Utah, is seeking an Underwriting Data & Operations Specialist to drive operational analytics and tooling for Commercial Lines. This exempt, full-time role partners with Underwriting, BI, and Tech teams to deliver standardized reporting and scalable data solutions.

The candidate will own initiatives end-to-end, develop lightweight tools, and push for measurable improvements in cycle time, adoption, and reporting efficiency.

Qualifications

• Bachelor’s degree in business, analytics, finance, IS, or related field.
• At least two years in business operations or data analytics; insurance commercial lines experience preferred.
• Advanced Excel (Power Query/pivots/models) with ability to build workflow tools and templates.
• Working SQL/data fundamentals; able to define requirements and validate BI outputs.
• Continuous-improvement mindset with bias toward simplification and standardization.
• Strong communicator; can translate operational and analytical topics into clear, actionable updates for leaders.

Responsibilities

• Partner with underwriting leaders as the SBU-aligned operations/analytics point of contact.
• Own initiative end to end; triage priorities, scope, value, schedule, communicate status and outcomes.
• Own business support for underwriting tools: adoption, usability, and KPI governance.
• Analyze end-to-end process flows within the assigned SBU; identify gaps and drive prioritized improvements.
• Deliver insights via standardized reporting; help drive self-service and reduce ad-hoc requests.
• Translate underwriting needs into tech requirements; partner with Business Technology on delivery, testing, and adoption.
• Develop and maintain lightweight tools such as Excel templates, trackers to improve efficiency, accuracy, and controls.
• Collaborate cross-functionally with Product, BI, Business Technology, and other departments to drive results.
• Lead data-driven improvements: identify issues, implement changes, and facilitate change management.
• Meet commitments and service levels; provide clear status and documented outcomes.
• Drive underwriting tools creation, adoption and maintenance with documented actions and follow-through.
• Drive measurable improvements (cycle time, adoption, reduced ad-hoc reporting, decision support).

Skills

Analytical thinking

Strong communicator

Continuous-improvement mindset

BI outputs validation

Education

Bachelor’s degree in business, analytics, finance, IS, or related field

Tools

Excel (Power Query/Pivots/Models)

SQL

Job description

WCF Insurance is an “A” rated, innovative property and casualty carrier with more than a century of experience serving businesses across the Western United States. Since 1917, we have built our reputation on doing the right thing, being great at what we do, and helping others succeed. As we continue to grow, we are looking for individuals who share these values and want to contribute to delivering an excellent insurance experience.

Position

The Underwriting department has an immediate opening for someone who can demonstrate the WCF values to join their team as an Underwriting Data & Operations Specialist, reporting to the Director, Business Operations Initiatives.

This is a full-time, exempt position based out of WCF Insurance's Sandy headquarters. This position is open to external and internal candidates.

This role serves as a strategic partner to Underwriting, driving operational improvements, analytics, reporting, and tool development to enhance efficiency, quality, and consistency across Commercial Lines. The position collaborates closely with Underwriting, Business Intelligence, Operational Analytics, Business Technology, and other departments to support innovation and business results.

Responsibilities

• Partner with underwriting leaders as the SBU-aligned operations/analytics point of contact.
• Own initiative end to end; triage priorities, scope, value, schedule), communicate status and outcomes.
• Own business support for underwriting tools: adoption, usability, and KPI governance.
• Analyze end-to-end process flows within the assigned SBU; identify gaps and drive prioritized improvements.
• Deliver insights via standardized reporting; help drive self-service and reduce ad-hoc requests.
• Translate underwriting needs into tech requirements; partner with Business Technology on delivery, testing, and adoption.
• Develop and maintain lightweight tools such as Excel templates, trackers to improve efficiency, accuracy, and controls.
• Collaborate cross-functionally with Product, BI, Business Technology, and other departments to drive results.
• Lead data-driven improvements: identify issues, implement changes, and facilitate change management.
• Meet commitments and service levels; provide clear status and documented outcomes.
• Drive underwriting tools creation, adoption and maintenance with documented actions and follow-through.
• Drive measurable improvements (cycle time, adoption, reduced ad-hoc reporting, decision support).

Qualifications

• Bachelor’s degree in business, analytics, finance, IS, or related field (or equivalent experience).
• At least two years in business operations or data analytics; insurance commercial lines experience preferred.
• Advanced Excel (Power Query/pivots/models) with ability to build workflow tools and templates.
• Working SQL/data fundamentals; able to define requirements and validate BI outputs.
• Continuous-improvement mindset with bias toward simplification and standardization.
• Strong communicator; can translate operational and analytical topics into clear, actionable updates for leaders.

Benefits

WCF Insurance offers an extensive compensation package. Benefits include:

• Medical, dental, and vision insurance.
• Company paid life insurance
• 401K with a generous 6% employer match
• Employee Assistance Program (EAP)
• Time off to volunteer in the local community
• All employees earn 4 weeks of vacation their first year.

The expected salary range for this position is 69,400.00-86,700.00. This salary range depends on experience, education, and location for this specific position.

Values

The person in this position must demonstrate the WCF values of doing the right thing, being great at your job, and helping others succeed to fulfill the company’s mission of excellence.

Working Conditions

This position is based in an office environment with adequate temperature and lighting control. There are no known hazardous or unpleasant conditions caused by noise, dust, or other environmental factors. There are potentially high-stress situations that require meeting deadlines. The employee must meet the job attendance requirements for this position.

Our People

WCF strives to provide an excellent work experience and cultivate an inclusive environment where anyone who embodies our values will thrive.

WCF Insurance is an Equal Opportunity Employer

WCF Insurance provides equal employment opportunity to all qualified applicants and employees regardless of race, color, religion, sex, age, national origin, veteran status, disability that can be reasonably accommodated, or any other basis prohibited by federal, state, or local law.