Westfield Health

Accountant

• Prepares monthly federal tax provision based on SAP and GAAP, including calculation of current income tax expense, federal tax payable, and deferred taxes.
• Maintains ongoing maintenance, monitoring, and knowledge of SAP and GAAP accounting practices, developments, and procedures as they relate to tax.
• Assists in the preparation and review of multi state, multi-tier partnership tax returns, addressing contributions, distributions, allocation of tax items, capital account analysis, loans, special allocations, sales of partnership interest or assets, credit, and depreciation calculations, and winding up and dissolution of partnerships.
• Prepares and/or reviews financial statements, reports, and records by collecting, analyzing, and summarizing information and trends.
• Assists with gathering and executing document requisitions during financial audits and federal, state, and local regulatory audits.
• Performs tax research on recent tax developments and prominent legislation that may be impactful to the company and its affiliates.
• Maintains and oversees the preparation of monthly, quarterly, or annual account reconciliations for selected tax accounts maintained within the tax department.
• Performs minor bookkeeping duties including posting monthly journal entries, ad hoc querying of accounts, data migration from general ledger to tax software.
• Works on quarterly and annual GAAP and statutory income tax provisions and annual financial statement presentation.
• Mentors and guides tax paraprofessionals and tax accountants in completing various basic tax support tasks.
• Conducts tax research as needed while assisting with data gathering and analysis during regulatory audits.

Senior Tax Accountant

Vice President

• Coordinate and communicate with Westfield Specialty leadership to understand the key drivers and strategies that are critical to success.
• Collaborate to identify opportunities utilizing segmentation, cross sell and other distribution management tools.
• Be recognized as a resource to establish and implement distribution strategies with agents within the region.
• Engage outside groups to develop targeted distribution opportunities.
• Leverage organizations strength and communication to new distributor appointments and identified opportunities.
• Learn & provide exceptional knowledge of product and appetite while also demonstrating outstanding knowledge of competitors' products.
• Schedule and run agency visits with distribution partners to drive production & profitability results.
• Collaborate with Underwriting on account pipeline development, book roll opportunities and key relationships to proactively manage the sales process.
• Conduct regular territory reviews with Underwriting with focus on new business, renewal business and profitability performance to plan.
• Assist in development & understanding of competitors’ products & pricing strategies in marketplace while also providing "street level" feedback.
• Develop annual agency/broker business plans with select partners and hold accountable through various metrics (submissions, premium commitment, pipeline, etc.).
• Differentiate distribution support based on agency assessments, including driving production with relationships with aggressive growth potential, while also helping to maintain relationships with larger, more-tenured books of business.
• Be recognized as a lead resource with respect to more local and regional marketplace dynamics and knowledge of the relationships with distribution.
• Viewed as a proficient consultant helping BUs understand distribution and align resources to optimize channel results.
• Exhibit knowledge of the market drivers that impact each category of distributors and connect these relationships internally with appropriate BUs.
• Lead efforts to gather and maintain competitor intelligence on key national and regional competitors.

Vice President, Distribution

Financial Planning and Analysis

• Develop processes for the receipt of premium, commission, and claims data from MGUs, and design controls to ensure reported amounts align with business expectations and regulatory requirements.
• For business written without MGUs, ensure timely and accurate premium billing, collections, and commission payments.
• Ensure accurate reporting to accounting and financial systems, including reconciliation between accounting systems and administrative systems and databases.
• Oversee bordereaux ingestion, validation, and reconciliation processes to ensure data integrity.
• Facilitate reporting to reinsurance and retrocession partners, including calculation of profit sharing and contingent commission arrangements.
• Develop and maintain financial reporting for the Accident and Health business.
• Coordinate reporting of claim activity between claims and actuarial.
• Partner with Claims and Actuarial teams to identify anomalies, data gaps, and operational risks.
• Establish financial reporting standards, controls, and service level expectations with MGUs.
• Evaluate MGU financial reporting for completeness, accuracy, and timeliness.
• Monitor premium receivables, cash flow timing, and remittance activity from MGUs.
• Support MGU audits, due diligence, and performance reviews.
• Assist in the analysis of profitability by MGU, program, and product, including loss ratios and expense performance.
• Ensure all data reporting complies with enterprise standards and Department of Insurance requirements.
• Support the preparation of regulatory filings, financial exhibits, and audit requests.
• Maintain strong internal controls aligned with SOX requirements and audit readiness.
• Establish and test controls over delegated financial and underwriting authority.
• Identify and lead initiatives to streamline financial workflows.
• Drive automation and efficiency improvements.
• Establish and enhance standards of practice for billing, commissions, and other non-claim financial processes.
• Coordinate closely with Actuarial, Underwriting, and Claims teams to provide financial insights that support reserving and pricing decisions.
• Partner with enterprise FP&A and Accounting to lead budgeting and forecasting efforts for Accident and Health.
• Communicate financial insights clearly to stakeholders at all levels.
• Support onboarding and financial due diligence of new MGU or program relationships.

Senior Financial Analyst – Accident & Health

Operations

• Responsible for onboarding, operational integration, and management of MGUs.
• Ensure MGUs are integrated into company systems and processes.
• Own the MGU onboarding strategy and define scalable frameworks.
• Serve as the liaison between the company and MGU partners.
• Facilitate policy issuance processes for all written business.
• Coordinate licensing requirements and compliance.
• Establish workflows for policy issuance and operational execution.
• Monitor policy lifecycle metrics and service-level adherence.

Accident & Health Operations Manager

Compliance

• Lead the development, execution, and continuous improvement of the enterprise IT Governance, Risk, and Compliance (GRC) program, frameworks, and operating model.
• Serve as the organization's subject matter expert for IT governance, risk management, compliance, and control oversight.
• Lead enterprise technology risk assessments and provide risk-based recommendations aligned with business objectives and risk appetite.
• Drive the maturity of risk management practices through governance enhancements, process optimization, and industry best practices.
• Oversee compliance with regulatory requirements, industry standards, and internal policies, ensuring effective implementation of controls and monitoring mechanisms.
• Establish and maintain IT control frameworks, including ITGCs, cybersecurity controls, and key risk indicators (KRIs).
• Lead control assessments, testing, continuous monitoring, and remediation efforts to strengthen the organization's control environment.
• Serve as the primary liaison for internal and external audits, regulatory examinations, and issue remediation governance.
• Lead third-party technology risk management activities, including vendor assessments and ongoing risk oversight.
• Champion the implementation, optimization, and automation of GRC processes and technologies to improve efficiency and effectiveness.
• Develop and deliver executive-level reporting, dashboards, and insights on risk, compliance, audit results, and remediation activities.
• Lead cross-functional GRC initiatives, influence strategic decision-making, and mentor team members to foster a culture of risk awareness and continuous improvement.

IT GRC Lead Analyst

Program Manager

• Plans and executes enterprise events, including Connects, AMAs, HR Now and other leadership or employee touchpoints.
• Manages project timelines, dependencies and delivery across communications initiatives.
• Develops run-of-show documents and coordinates end-to-end execution.
• Coordinates executive preparation, including scheduling, sequencing, logistics and presentation readiness.
• Partners across functions, including hospitality, IT and vendors, to support seamless delivery.
• Manages complex, cross-functional work with clear ownership, follow-through and attention to detail.
• Supports consistent execution of enterprise communications programs and leadership touchpoints.

Program Operations, Production

Content Marketing Manager

• Develops executive and enterprise presentations.
• Creates content and collateral for enterprise initiatives.
• Translates complex topics into clear, engaging visuals and messaging.
• Supports visual storytelling, including video and graphics, across key communications.
• Ensures consistency in tone, structure and quality across communication materials.
• Partners with communications colleagues and stakeholders to develop materials for enterprise initiatives, executive messaging and employee engagement.
• Uses PowerPoint, Canva and related tools to produce clear, polished communication materials.

Content, Creative

Ecommerce

• Manages enterprise communication channels, including WeConnect Global and the employee email ecosystem.
• Defines channel strategy, including when and how enterprise communication channels are used.
• Establishes and enforces publishing standards and governance for enterprise communication channels.
• Designs and leads implementation of a digital communications intake process for the Corporate Communications team.
• Partners with communications colleagues and internal teams to support effective distribution of key communications.
• Monitors channel effectiveness and recommends improvements based on available data, usage patterns and feedback.
• Helps ensure enterprise messages are delivered consistently and in alignment with communication priorities.

Channels, Digital Experience

Communications

• Develops communications plans for enterprise initiatives, including OHI, CEO Excellence, launches and other priority programs.
• Leads HR communications, including employee campaigns and leadership messaging.
• Shapes enterprise-facing messaging from business units when the communication impacts the broader organization.
• Provides strategic communications support and guidance to HR and business leaders.
• Translates complex topics into clear, actionable messaging for employee and leader audiences.
• Partners with communications colleagues to align enterprise, HR and business communications across relevant channels.
• Supports communication planning, message development and stakeholder coordination for employee-facing initiatives.

Employee and Business Communications

Risk

• Own the enterprise data governance program — lead strategy, execution, and continuous maturation of governance capabilities across business segments
• Define and enforce standards — develop and maintain data governance policies, standards, and procedures aligned to regulatory requirements, industry best practices, and Westfield's strategic priorities
• Govern critical data — identify, document, and manage the data elements that carry the most business, financial, and regulatory weight; establish quality rules, ownership, and monitoring around them
• Drive data quality — establish quality frameworks, conduct assessments, identify root causes, and lead improvement initiatives that make data trustworthy at the source
• Build the metadata and intelligence foundation — lead the development of a governed metadata environment — data dictionary, business glossary, lineage, and semantic layer — that enables self-service analytics and AI capabilities
• Manage data lifecycle and compliance — ensure data classification, access controls, retention, and privacy obligations are embedded in platform operations and audit-ready
• Engage and align stakeholders — communicate governance concepts credibly to technical and business audiences; earn sign-off, build trust across segments, and represent governance value at CDO and CIO level
• Establish governance operations — create the operational infrastructure — intake, tracking, reporting cadence — that gives the program a heartbeat and keeps delivery visible to leadership
• Lead through change — build organizational capability and momentum in an environment where governance is nascent; demonstrate value early and transition ownership to the business progressively

Data Governance Lead

Account Manager

• Executes the Business territory strategy in their designated territory and handles marketing, business development, and achieving annual growth targets for insurance products in the assigned territory.
• Collects, analyzes, and interprets sales data to identify trends, patterns, and opportunities, including examining sales reports, customer data, market research, and other relevant information to gain insights into sales performance.
• Represents and promotes the company within the territory through agency visits, networking, and community involvement. Identifies specific opportunities within each agency and connects them with appropriate company resources.
• Collaborates with corporate shared services functions to implement the competitive strategy and achieve desired results, while aligning with corporate governance and prioritizing the customer.
• Prepares and presents regular sales reports, dashboards, and visualizations to communicate sales performance, trends, and analysis to relevant stakeholders.

Senior Territory Manager, Small Business

Product Manager

• Leads all aspects of planning, prioritizing, and executing the implementation of changes to the insurance product portfolio in a complex regulatory environment.
• Works in partnership with Product Managers to determine strategies for new product launches, existing product modifications, and suspensions or withdrawals of product offerings based on performance and market conditions.
• Provides oversight for product deployment including planning and collaborating with Actuarial, IT, and Underwriting stakeholders to manage the rate and product delivery schedule with consideration to the optimal use of resources and impact to agents and customers.
• Manages the quality, cost, and timeliness of the implementation and maintenance of all products in the product portfolio, including product rates, rules, and coverage changes.
• Leads vendor management functions for vendor product integration, continuous improvement, and product and underwriting data acquisition.
• Serves as the central point of contact for select vendors and vendor programs.
• Develops project risk mitigation strategies and communicates those strategies with key stakeholders.
• Provides oversight to ensure compliance with all legislative and regulatory mandates, rate filings, and corporate/ departmental policies, and ensures automated systems are compliant with filed rules and guidelines and that continuous monitoring is in place.
• Leads process optimization and measurable continuous improvement of the product development lifecycle framework to ensure achievement of target business outcomes.
• Leads efforts to design, develop, implement, and continuously improve product development processes and solutions to drive measurable advances in speed, efficiency, consistency and quality for activities in the product development lifecycle.
• Ensures effective communication and training plans are in place for agents, underwriters, and service teams for product related changes and implementations.
• Ensures the continued creation and maintenance of new data management tools.
• Evaluates external data management sources and tools to assist business partners in risk selection/evaluation, improved segmentation, premium development, process efficiency and cost containment.
• Develops and is accountable for annual budgets including third-party expenses.
• Leads process to identify and evaluate opportunities for strategic alliances that enable growth of the product portfolio while minimizing risk and investment expense.
• Consults with Westfield leaders and employees about product-related needs, questions, and suggestions; directs information or work to the appropriate individual within the unit when appropriate.
• Accountable for talent management and navigation of employee related issues that impact morale and work environment to ensure a high performing team.
• Responsibilities may include hiring and selection, succession planning, performance and compensation management, and employee development and career coaching.
• Manages priorities and workload distribution and removes barriers that impede progress.

Product Development Manager

• Define and execute the long-term strategy for Inland Marine within the Specialty Lines segment
• Establish underwriting appetite, portfolio mix, and growth targets aligned with enterprise objectives
• Serve as a key member of the Specialty Lines leadership team, influencing cross-functional initiatives and corporate strategy
• Lead, coach, and develop a high-performing team of underwriting leaders and specialists
• Own underwriting profitability, portfolio performance, and risk selection across Inland Marine products
• Set and enforce underwriting guidelines, authority levels, and referral practices
• Monitor key performance indicators (loss ratio, combined ratio, rate adequacy, growth, retention) and implement corrective actions
• Ensure disciplined underwriting while enabling innovation in complex or emerging risks
• Drive product innovation across Inland Marine segments (e.g., contractor’s equipment, builder’s risk, cargo, fine arts, installation floaters)
• Identify emerging risks and market opportunities (e.g., climate-related exposures, supply chain disruptions, renewable technologies)
• Partner with actuarial to ensure pricing sophistication and competitive positioning
• Build and maintain strong relationships with key brokers, agents, and distribution partners
• Establish go-to-market strategies that enhance visibility and differentiate offerings
• Represent the organization in the marketplace, including industry forums and client engagements
• Collaborate with risk, compliance, and reinsurance teams to optimize capital deployment and risk transfer strategies
• Ensure adherence to regulatory requirements and internal governance frameworks
• Oversee exposure management, catastrophe aggregation, and accumulation controls
• Deliver profitable growth consistent with financial plans and risk tolerances
• Manage budget, expense discipline, and resource allocation for the Inland Marine business
• Contribute to forecasting, planning, and reporting cycles

SVP, Inland Marine

IT Support

• Collaborates with key stakeholders, including business leaders and technology teams, to understand business goals, strategies, and requirements, and translates them into architectural plans and roadmaps.
• Develops and maintains the enterprise architecture framework, ensuring alignment with industry best practices, standards, and regulatory requirements.
• Defines and communicates the architectural vision, guiding principles, and standards to ensure consistency and coherence across the organization's IT infrastructure and systems.
• Conducts comprehensive analysis and assessment of the existing IT landscape, identifying areas for improvement, recommending architectural enhancements, and driving strategic transformation initiatives.
• Leads the design and development of enterprise-level architectural solutions, ensuring scalability, reliability, security, and performance to support the organization's business objectives.
• Evaluates emerging technologies and trends, assessing their potential impact on the insurance company's IT infrastructure, and providing recommendations for strategic investments and innovation.
• Collaborates with cross-functional teams, such as solution architects, developers, infrastructure engineers, and security specialists, to ensure the successful implementation and integration of architectural solutions.
• Provides technical leadership and guidance to project teams, assisting in the resolution of complex architectural issues, and ensuring adherence to architectural standards and guidelines.
• Conducts risk assessments and recommends risk mitigation strategies to address potential security vulnerabilities, data privacy concerns, and compliance requirements.
• Serves as a subject matter expert and consultant, advising stakeholders on technology trends, emerging architectures, and best practices to leverage IT solutions for competitive advantage within the insurance industry.