Middle Market Underwriting Senior Assistant

3 weeks ago


Minneapolis, Minnesota, United States Ohio Farmers Insurance Company Full time

The Middle Market Underwriting Senior Assistant is responsible for performing a wide range of administrative and analytical tasks, including reviewing policy applications, verifying information, and conducting research to support underwriting decisions. The role acts as a key member of the new, renewal & endorsement business production team, making underwriting decisions within assigned authority limits. The role coordinates all aspects of reviewing and setting up new business/renewal business for quoting, obtains information from agents and customers, prepares information for collaborations and meetings, processes necessary quotes and demonstrates excellent communication and customer service.

  • Reviews policy applications and supporting documentation to ensure completeness and accuracy, including verifying applicant information, performing background checks, and assessing risk factors.
  • Supports underwriters on renewals by ordering and analyzing reports, gathering information, and providing a checklist of what the underwriter needs to address at renewal.
  • Coordinates renewal file information with the appropriate renewal underwriters and examiners when it is sent to them from an agency.
  • Reviews individual accounts for exposure identification and acceptability of risk in accordance with company guidelines and standards.
  • Conducts research and analyzes data to support underwriting decisions, including gathering information on industry trends, competitor offerings, and market conditions.
  • Prepares underwriting reports and presentations for senior management and stakeholders, including developing recommendations for improving underwriting processes and procedures.
  • Provides training and mentorship to junior underwriting support staff, including assisting with onboarding, conducting performance evaluations, and providing ongoing guidance and support.
  • Responds to customer inquiries and provides excellent customer service, including answering questions about policies, explaining underwriting decisions, and resolving complaints.
  • Collaborates with other departments to improve underwriting processes and operational efficiencies, including working with IT to develop or enhance underwriting systems and tools.
  • Maintains underwriting files and records in accordance with company procedures, including organizing and storing documents, updating policy information, and maintaining data integrity.
  • Maintains an operating knowledge of Westfield standardized hardware, software programs, third-party software (MS Office), and processing procedures.
  • Performs other administrative duties as assigned by the underwriting manager, including participating in special projects, attending meetings, and maintaining up-to-date knowledge of industry trends and regulatory requirements.
  • 3-5 years of experience in Insurance Underwriting. High School Diploma or General Education Diploma (GED) and/or commensurate work experience.


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