Demo

Underwriting Assistant - Commercial Surety

Westfield Insurance
Charlotte, NC Full Time
POSTED ON 1/12/2024 CLOSED ON 2/1/2024

What are the responsibilities and job description for the Underwriting Assistant - Commercial Surety position at Westfield Insurance?

Underwriting Assistant - Commercial Surety

Employee Status: Regular

Schedule: Full-time

Location: Hybrid - defined as three days in office if residence is within 50 miles of Westfield Center, OH or Charlotte, NC OR Remote - if residence is over 50 miles from Westfield Center, OH


About Us:

You’re ready to make your mark where people care about each other. Where your work is meaningful. And where your unique perspectives are welcome. Think about joining Westfield, a company focused on what’s most important – the people behind our policies.


Westfield was founded in 1848 by a small group of hard-working farmers who believed in the promise of the future and the power of the individual. Today, as one of the nation’s leading property and casualty (P&C) companies, we remain true to their vision and are dedicated to making a positive difference in our customers’ lives.


Responsibilities:

  • Supports the Commercial Surety unit.
  • Provides technical assistance to agents on navigational questions and procedures in WesCom Surety. Provide training in WesCom Surety to agents.
  • Assists new business and renewal underwriters in securing additional underwriting information on bonds which includes, but is not limited to, additional credit reports, D&B reports, bond forms, statutes, applications and other information as directed by the underwriter.
  • Resolves agency matters including, but not limited to: researching and correcting premium accounting differences, assisting agents with proper bond forms, WesCom welcome kits, and power of attorney requests.
  • Responsible for operation of reporting, processing, and filing systems for bonds produced inside and outside of WesCom Surety platform.
  • Effectively communicates with agents, customers and home office bond department.
  • Accurately enters new bond configurations into WesCom surety including mapping bond forms and updating obligee forms as needed.
  • Continues to increase understanding and application of commercial surety underwriting acumen.
  • Travels occasionally in order to participate in special assignments, training, and/or travel between office locations.

Qualifications:

  • Minimum of three years of customer care, Loan Processor or similar experience.
  • Strong organizational skills gained through previous work experiences.
  • Experience multi-tasking and prioritizing work via previous work assignments.
  • Excellent telephone and customer care skills.
  • Experience analyzing problems and developing strategies for resolution.
  • Knowledge and experience in general business processes and workflows.
  • Strong mathematical skills.
  • Experience being accurate with a focus on attention to details.
  • Experience using Excel and Adobe PDF.
  • Associates degree or commensurate experience.
  • Valid driver’s license and a driving record that conforms to company standards.
  • Physical essential functions: ability to work 40 hours in an office environment (sitting, standing, on a computer, etc.), operate office related technology (computer, phone, etc.), travel as required.

Westfield offers a Total Rewards program that focuses on compensation, benefits and wellness, and includes perks like 401(k), pension plan, annual incentive, education reimbursement, flex-time, onsite fitness center or gym reimbursement and casual dress. Work/life balance, recognition, and learning and career development are all part of a rewarding career with Westfield.


Learn more about current opportunities at www.westfieldinsurance.com/careers.


We are an equal opportunity employer/minority/female/disability/protected veteran.


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