Middle Market Lead Field Underwriter

Job not on LinkedIn

🕒 January 30

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🟠 Senior

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Westfield Health

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1919

⚕️ Healthcare Insurance

🧘 Wellness

🤝 B2B

Healthcare Insurance • Wellness • B2B

Westfield Health is a provider of health and wellbeing solutions dedicated to improving the quality of life of individuals and the communities they serve. Established in 1919, the company offers a range of services including health cash plans, private health insurance, mental health support, and corporate wellbeing strategies tailored to enhance employee engagement and productivity. Westfield Health aims to empower customers and businesses with effective health management tools and promotes a proactive, preventative approach to wellness.

📋 Description

• Underwrites and collaborates on new and renewal commercial lines accounts and pre-qualifies customers and leads the account team to analyze new business opportunities from an exposure, pricing, service, and sales perspective, engaging all resources available to them. • Represents the company and is responsible for building strong relationships with accounts and acts as the key contact for specified agencies, leads agency business planning, account inventory management, and manages the book of business to attain profit and revenue objectives. • Partners with the Region Leader to determine what accounts are discussed during the renewal strategy meeting, who should participate in the renewal account discussion and actively participates by providing detailed underwriting information during the meeting. • Delivers quotes, terms and conditions, and Premium Value Statement (including information surfaced at the monthly renewal meeting) to the agent, negotiates with the agent until the renewal order is received and then sends the renewal to be processed. • Utilizes all the present and future underwriting tools and resources (i.e., reference connect), evaluates exposures to loss, determines pricing, and accepts or rejects accounts on behalf of the company based on the company's underwriting guidelines. • Documents details of underwriting decisions, while maintaining all supporting information, records, and data in accordance with audit standards. • Responsible for involving other internal business partners (Claims, Risk Control, Premium Audit, Underwriting, Commercial Lines Business Leaders, Billing, etc.) in the prospecting, sales, and underwriting process as well as for servicing the account. • Coordinates monthly renewal strategy discussions with underwriting and services team (risk control, billing, claims, etc.) to develop renewal strategy for renewals. • Establishes and maintains effective communication externally (between agents and company) and internally (within the company) regarding underwriting procedures and practices, growth/profit goals and objectives, state/territory issues and regulations, industry activity and trends, and agency relations. • Coordinates collaboration meetings on large, more complex accounts in accordance with company guidelines. • Notifies agencies of adverse underwriting decisions, underwriting requirements, status, and declinations. • Answers questions from agencies, policyholders, or other external contacts and escalates issues to management as necessary. • Negotiates with agents to reach positive and profitable outcomes. • Travels as often as needed including regular utilization of assigned fleet vehicle to cover assigned territory. • May involve traveling on short notice or other daily driving duties as assigned regardless of location.

🎯 Requirements

• 5+ years of Commercial Lines Underwriting experience. • Bachelor's degree in related field and/or commensurate work experience. • Valid driver's license and a driving record that conforms to company standards.