Job Title:   Special Risk Underwriting Asst 2
08 / 11 / 2013
Westfield Center

JOB TITLE: Special Risk Underwriting Assistant
JOB CODE:  02498
DEPARTMENT: Special Risk Underwriting
FLSA: Level II – Exempt (02498)

Location: Westfield Center, OH
JOB SUMMARY:-The Special RiskUnderwriting Assistant (UA) works closely with the Special Risk Underwriters and is a key member of the new business production team.  Coordinates all aspects of reviewing and setting up new business for quoting; obtains information from agents and customers, prepares information for collaborations, processes necessary quote revisions and coordinates policy issuance.  May track customer touch points for the Underwriters who acts as the account steward and may be involved in monthly renewal meetings.  The UA provides much needed administrative support for the Underwriters, freeing them up to focus on new business production.
A.  ESSENTIAL FUNCTIONS (Listed in order of importance, frequency or sequence, 1=most important/frequent, etc.). NOTE:  Indicate non-essential accountabilities with an asterisk*.  All other functions are “absolutely necessary for this job”.
  1. Reviews individual applications for exposure identification and acceptability of risk in accordance with company guidelines and standards.  Sets up new business applications for quoting, coordinates timely turnaround with Direct Quote, and reviews quote for accuracy.
  2. Gathers outstanding information from agents and customers and sets up issue instructions when an order is received from the agent/customer.
  3. Orders and analyzes investigative reports (MVRs, loss control reports and surveys, financials, D&Bs, and Predictive Underwriting, etc.) on present or potential customers.  Reviews and takes action on business income worksheets, estimates of value, statements of value, and other key underwriting information.
  4. Provides 5.3 processing support if technology is available and other administrative support as needed.  Maintain an operating knowledge of Westfield Companies standardized hardware, software programs, third party software (MS Office), and processing procedures.
  5. Develops relationships with key producers, agency personnel, and external/internal customers.  Participates in agency meetings, monthly renewal meetings, meetings with insureds and visits to the insured’s location.  Responsible for maintaining and strengthening the established relationship with the agency personnel, local and home office team members, and the customer.
  6. The UA may provide support to the underwriter on renewals by ordering and analyzing reports, gathering information and providing a checklist of what the underwriter needs to address at renewal.  The underwriting assistant will coordinate renewal file information with the appropriate renewal underwriters and examiners when it is sent to them from an agency.
  7. Keeps current on state/territory issues and regulations, industry activity and trends, internal processes and procedures, and shares this information with team members.  Will help provide training and support to new UAs that are hired.
  8. Prepares information for collaborative meetings; coordinates and participates in the meetings when appropriate.
  9. Cooperates and collaborates with others in the unit and company in executing business strategies and plans.
  10. Proactively supports Mid Market Field Managers and Mid Market Underwrites in achieving their revenue, retention and profit goals.
  1. (*) Performs other functions as assigned to support operations.
LEVEL II- Exempt
  1. A high school diploma and five or more years of commercial experience in the property and casualty industry.
  2. Ability to perform strong customer service, organizational, and analytical skills.
  3. Ability to perform excellent verbal and written communication skills.
  4. Ability to use experience and independent judgment to adjust new business quotes, new policy issuance and renewal policy issuance/endorsement to reflect agency personnel new/renewal change requests based on their assigned underwriting authority.
  5. Ability to use experience and independent judgment to complete collab forms including pricing rationale.  Coordinates and participates in collaborative meetings.
  6. Ability to utilize experience to mentor other Underwriting Assistants and train Underwriting Assistants, Underwriters, Mid Market Field Managers, and Processors.
  7. A valid driver’s license that conforms to company standards.
  1. Ability to communicate via different modes (telephone, memo, fax, electronic mail, etc.)
  2. Ability to operate a computer and other office machines.
  3. Ability to operate a motor vehicle and to travel
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