Westfield Health

Sales

• Demonstrates accountability for the results of the assigned regional office in partnership with the Surety Regional Manager and acts in their place when needed.
• Contributes to setting the strategic vision and business plan for the assigned regional office in partnership with the regional office leader.
• Identifies and engages with new agency or customer prospects in assigned area and builds and maintains strong relationships.
• Analyzes the results of the assigned office and uses insights to recommend adjustments for executing the region’s objectives.
• Handles escalated issues within the region, partnering with Surety Regional Manager to ensure leadership coverage is available for issue resolution.

Regional Sales Lead

Customer Support

• Works to acquire the knowledge, experience, skills, and business acumen in the assigned area
• Assists leader, team, or business unit with work assigned to them
• Develops business acumen through interactions and shadowing with other paraprofessionals
• Attends business unit meetings, executes research, and provides information
• Develops operating knowledge of Company standardized hardware, software programs, third-party software, and processing procedures
• Works toward developing an understanding of key concepts and appropriate business skill application

Customer Care Representative – Trainee

Insurance

• Collects, analyzes, and maintains reinsurance renewal submission data, schedules, and supporting documentation.
• Reviews reinsurance contracts and supports analysis related to treaty and facultative placements.
• Makes recommendations to improve the quality, accuracy, and availability of reinsurance‑related data.
• Monitors, reviews, and analyzes large losses to assess reinsurance impact and ensure compliance with contractual reporting requirements.
• Monitors the rendering of reinsurance premium and loss accounts, commissions, collections, and collateral; prepares and processes reinsurance billing statements.
• Coordinates with reinsurers and internal accounting teams to resolve billing, settlement, and transactional issues.
• Responds to inquiries from internal stakeholders regarding reinsurance contracts, facultative placements, premium and claim activity, and reinsurance procedures.
• Prepares the annual reinsurance budget, periodic variance analyses, and management reports related to reinsurance performance.
• Monitors compliance with reinsurance guidelines and procedures across departments and takes action to resolve issues.
• Identifies opportunities for process improvements; solves problems and removes barriers to ensure accuracy and timeliness of reinsurance work products.

Regional Sales Lead

Customer Care Representative – Trainee

Senior Reinsurance Analyst