Westfield Insurance

Account Manager

• Perform customer service activities for agents and clients through incoming calls and emails
• Answer coverage, policy change, quote, billing, claims, certificate, underwriting, and other customer inquiries
• Conduct periodic account reviews and strengthen existing accounts with additional coverage
• Resolve disputes between customers, the company, agencies, and other parties while communicating progress
• Work with agencies on critical events and follow agency instructions within guidelines and procedures
• Write generally simple bonds and handle renewals, cancellations, and non-renewals
• Document work in the management system
• Support the insurance team and respond to underwriting requests for customer information
• Use company software, agency management systems, underwriting guidelines, forms, manuals, and other tools
• Share knowledge of industry updates and stay informed about state-specific guidelines and requirements
• Work with Account Managers to define and document customer requirements
• Support implementation project plans, milestones, deliverables, and mitigation actions
• Identify project risks and coordinate across internal teams to keep program deliverables on track

Personal Lines Account Representative

Financial Planning and Analysis

• Provides direct support to assigned Senior Portfolio Manager on fixed income, equity, or alternatives portfolios.
• Works to define the optimal sub-asset class allocation for each portfolio.
• Participates in team strategy discussions and presents analysis on assigned sub-asset classes.
• Monitors market activity throughout the day to ensure successful management of portfolios.
• Improves existing investment processes and documents them for business continuity.
• Derives future expected value of securities and their risk-return profile under normal and adverse scenarios.
• Employs multiple valuation methodologies to assess company performance.
• Builds and maintains industry and company-specific models for economic drivers understanding.
• Monitors projected cash and determines timing of purchases.

Fixed Income Investment Analyst

• Assists with assigned portfolio activities by gathering economic, sector, sub-asset class, security, fund, and manager information and organizing findings for review by investment team members.
• Prepares basic analysis to support investment review activities, including issuer, credit, equity, alternative investment, performance, risk, liquidity, and valuation information using established methods.
• Monitors assigned market activity, portfolio holdings, cash positions, issuer news, credit spreads, regulatory developments, and economic conditions; escalates notable observations to investment team members.
• Updates and maintains existing financial models, portfolio reports, watch lists, and analytical tools to support understanding of business drivers, security performance, valuation, and risk-return considerations.
• Supports portfolio construction, sub-asset class analysis, attribution, income variance analysis, and annual planning activities by compiling accurate data and preparing routine reporting materials.
• Assists with approved trade support activities by preparing order information, coordinating required documentation, and tracking execution details under direction and established requirements.
• Supports due diligence activities for new and existing investments, fund managers, brokers, third-party advisors, and technology providers by gathering information, completing initial analysis, and documenting findings for review.
• Drafts written summaries, monthly results, sector review materials, ad hoc reports, and presentation support materials for review by investment team members and use with internal and external stakeholders.
• Identifies routine opportunities to improve assigned documentation, data quality, and reporting steps and supports approved updates within defined scope.
• Participates in team strategy discussions, stakeholder calls, and assigned projects by providing data, documentation, and analysis support within defined scope.
• Travels occasionally to support training, industry events, investment or economic research, special assignments, and meetings between office locations.

Personal Lines Account Representative

Fixed Income Investment Analyst

Fixed Income Investment Associate