Westfield Health

Vice President

• 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.

Senior Enterprise Architect

QA Engineer

• Performs underwriting file reviews on all account sizes including large, complex accounts.
• Evaluates adherence to established underwriting policy, file quality, and underwriting decision-making.
• Provides quality assurance support to business units by reviewing and analyzing new and renewal business.
• Analyzes aggregate audit findings to support the development of underwriting policy.
• Facilitates underwriting training and development programs.

Senior Consultant, Underwriting Practices and Quality Assurance

• Define and own the enterprise architecture vision, operating model, and strategic roadmap.
• Align architecture strategy with corporate objectives, product strategies, and customer experience goals.
• Lead long-term modernization efforts (core platforms, cloud migration, digital ecosystem).
• Act as a trusted advisor to C-suite leaders (CIO, CTO, COO, CFO, business presidents).
• Translate business strategy into technology capabilities and investment priorities.
• Drive enterprise-wide decision-making on technology direction and standards.
• Establish and enforce architecture governance frameworks, standards, and policies.
• Chair or sponsor Architecture Review Boards (ARB) and design authorities.
• Ensure consistency, scalability, and reuse across all technology solutions.
• Provide oversight across all architecture domains and lead legacy modernization and technical debt reduction at scale.
• Ensure architecture aligns with regulatory requirements and industry standards (e.g., NAIC, SOC2, HIPAA where applicable).
• Define structure across enterprise, domain, and solution architects.
• Own accountability for talent management and navigation of employee related issues that impact morale and work environment.

Head of Enterprise Architecture

Underwriter

• Leads Western Zone Underwriting leaders and underwriters fostering a high performing culture that empowers the team to identify and solve problems, embrace change, and pursue continuous skill and career development.
• Drives a disciplined underwriting culture by setting clear expectations, coaching to sound decision-making, fostering collaboration between peers and Underwriting Practices, ensuring the execution of underwriting guidelines , authority and compliance requirements and promoting best practice sharing across the team.
• Establishes, monitors, and drives performance and territory objectives—including quality, new written premium, policy count, retention (premium and count), responsiveness, and pricing utilization—to ensure consistent execution and achievement of business goals.
• Builds and sustain a collaborative partnership across Sales, Product, Underwriting and Operations to set strategic direction, monitor performance and market trends, and solve complex problems in support of territory objectives.
• Leads Small Business Underwriting initiatives that advance priorities and address complex, large-scale challenges in support of the overall Small Business Strategy.
• Builds and maintains talent routines including talent reviews, coaching, development planning, and talent pipelines to attract, retain and enable team members to set and achieve goals.
• Manages the demand and capacity across the Western Zone to deliver a best-in-class experience for agents while consistently achieving of our performance standards.
• Engages with professional industry groups and stays current on industry developments and regulatory changes to inform to decision-making and integrate into Small Business Underwriting

Small Business Underwriting Lead

Data Analyst

• Design, develop and maintain dashboards and reports using BI technology, including data modeling, data transformation and visualization best practices.
• Develop operational and financial reporting, using subject areas, custom analysis and data extracts. Build and optimize reports, including data models, templates, bursting logic and scheduled report delivery.
• Implement automated, recurring reporting processes, ensuring accuracy and timeliness of key financial and operational insights.
• Translate business and accounting requirements into customized, actionable financial reporting outputs.
• Analyze complex data to provide insights, identify trends and support strategic decision-making.
• Conduct ad-hoc financial and operational analysis, benchmarking and variance reviews as required. Respond to regulatory and audit requests for information.
• Monitor data quality and integrity across all reporting sources; identify and resolve discrepancies or inconsistencies. Ensure the accuracy and integrity of data used for reporting and analysis by implementing quality control measures.
• Work with cross-functional teams to understand reporting needs and deliver reporting and analytic solutions.
• Maintain detailed documentation for reporting logic, data models, refresh schedules and operational processes.
• Serve as a technical subject matter expert for reporting tools, helping stakeholders define requirements and interpret insights.
• Stay current on emerging reporting technologies and analytics trends to continually enhance reporting capabilities.
• Ensure that all reporting activities comply with industry regulations and company policies.
• Identify, recommend and implement automation and efficiency opportunities within reporting workflows.

Reporting & Analytics Specialist

Accountant

• Analyzes and prepares complex annual federal, state, and local income and premium tax returns and supporting workpapers, under direct supervision.
• Assists with preparation of monthly federal tax provision based on SAP and GAAP, including calculation of current income tax expense, federal tax payable, and deferred taxes.
• Calculates monthly tax accruals including but not limited to sales and use tax, income and franchise taxes, premium and municipal taxes, above the line taxes, and guaranty funds.
• Maintains and prepares monthly, quarterly, or annual account reconciliations for selected tax accounts maintained within the tax department.
• Performs minor bookkeeping duties including, but not limited to posting monthly journal entries, ad hoc querying of accounts, data migration from general ledger to tax software.
• Assists in identifying and researching tax planning opportunities and participates on special projects assigned by manager.
• Completes moderately complex federal, state, local, and special tax returns for individuals, partnerships, corporations, trusts, and estates independently and with minimal direction.
• Assists with the preparation of the company’s quarterly tax provisions and associated tax reporting on both GAAP and statutory basis.
• Completes detailed and complex calculations with direct supervision including, but not limited to loss reserve discounting, fixed asset depreciation, investment income, and state income tax apportionment.

Tax Associate Accountant

Customer Support

• Performs assigned daily claims customer support activities.
• Completes FNOL entry for all lines of business following guidelines into ClaimCenter.
• Develops and maintains a strong working knowledge of all functions, processes, and procedures related to FNOL within ClaimCenter.
• Responds to claims email inquiries and ensures Customer Care Center (CCC) email inbox is reviewed regularly throughout the day.
• Responds to inquiries from claims personnel or customers via phone or email within service level guidelines.
• Researches unidentified claims documents in Claims Capture within service level guidelines.

Seasonal Customer Service Support Representative

• Monitors performance of commercial lines staff in achieving established goals and participates in the development of branch strategy and business plans.
• Responsible for underwriting profitability growth and retention of new and renewal business, exercises underwriting authority, productivity, prioritization, balancing of workloads, and sound underwriting decisions of underwriters to achieve profit through quality risk selection and exposure control.
• Handles underwriting referrals exceeding the authority limits of their team members.
• Ensures individual authority grants for underwriters are established following a well-calibrated, objective, data-driven process.
• Collaborates with the Underwriting Operations Team and Territory Managers/Leaders, helping drive business development best practices in the underwriting environment, aligned to field operations.
• Partners with the QA underwriting function, utilizing findings to help develop underwriting acumen and decision making of the team.
• Works to increase the overall business and underwriting acumen of the team and its members through one-on-one interactions (e.g., reviewing underwriting decisions, answering questions, listening to phone calls).
• Performs talent management responsibilities including employee selection, performance management, coaching, and development, leading and navigating employee-related issues, employee morale and work environment.
• Manages priorities and workload distribution and removes barriers that impede progress.
• Completes all personnel, salary administration, and reporting duties.
• Remains current on industry topics, trends, methods (e.g., processes), best practices, etc. through research, industry events, networking, etc., and shares knowledge gained with others.
• Learns basic concepts of commercial insurance and understand department workflow and processes as well as leads and manages production and support staff.
• Provides underwriting insights that support superior product innovation, development, and maintenance.
• Manages and achieves personal book of business goals and oversees and implements regional strategies.
• Reviews and evaluates regions new and renewal business based upon company underwriting guidelines, competition, and geographic focus.
• Fields questions from underwriting team members and internal and external customers seeking guidance on specific premiums and processes.

Small Business Underwriting Team Lead – Western Zone

Business Operations

• Manages the responsibility for the development, management and maintenance of business processes, programs, business planning, supplier relationships and performance.
• Manages and ensures accountability for assigned processes and programs, including customer experience, supplier performance and overall program success.
• Develops and maintains positive and objective supplier relationships with assigned established and prospective suppliers.
• Leads the supplier selection process, assists in supplier audits and partners in business procurement agreements, service level agreements and communicates potential changes related to supplier agreements or processes.
• Assist the leadership team in annual and long-range planning, updating/reporting on plan progress, and prioritizing future initiatives that impact and align with the vision, mission and goals of the company.
• Provides technical expertise for technology applications, production support, integrations and related business process workflows.
• Develops and maintains documentation and curriculum, including process workflows, job aids, modules, recordings, etc.
• Collaborates with other teams and departments to update and complete priority projects and initiatives.
• Acts as a consultant to Company if required.
• Maintains effective and ongoing communication with the key internal and external stakeholders, project team members and other stakeholders.
• Ensures excellence in customer service and acts as a point of contact to help resolve questions or problems related to the assignment.
• Works with Quality Assurance team to ensure timely completion of vendor reviews, prompt resolution of issues and assist in vendor selection.
• Assists the Strategy Integration Director with business plan, processes, guidelines and budget and assists with supplier and process related costs, and helps the Business Process Manager identify risks and mitigate strategies related to processes.
• Participates in professional industry groups and stays abreast of industry changes, advances and jurisdictions to communicate, develop and incorporate best practices across the company.

Business Process Specialist

• Reviews individual accounts for exposure identification and acceptability of risk in accordance with company guidelines and standards.
• Sets up new business, renewal business applications for quoting, coordinates timely quote turnaround and reviews quote for accuracy.
• Supports 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.
• Verifies and validates data accuracy on submitted applications and documents, such as applicant information, policy information, and financial documents, to ensure that all required data is complete and accurate.
• Collaborates with the underwriting team to develop risk assessment strategies and protocols, which may include conducting market research, analyzing historical data, and identifying emerging risks.
• Prepares reports and presentations on underwriting processes, trends, and metrics for management and clients, which may include analyzing data and presenting findings in a clear and concise manner.
• Assists in the review and development of policy language and coverage requirements, analyzes market trends and identifies potential risks and opportunities.
• Facilitates communication between underwriters, brokers, agents, and policyholders to resolve issues and ensure timely processing of applications.
• Maintains and updates underwriting databases and systems to ensure data accuracy and accessibility, which may involve troubleshooting and resolving technical issues.
• Maintains an operating knowledge of Westfield Group standardized hardware, software programs, third-party software (MS Office), and processing procedures.
• Supports special projects and initiatives related to underwriting process improvement and automation, helps provide training and support to new underwriting assistants that are hired.
• Keeps current on issues and regulations, industry activity and trends, internal processes, and procedures, and shares this information with team members.