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Assistant, Underwriting

Hdks · Montreal, QUE, Canada

Corporate Finance / InvestmentEntry LevelExternal listingfull-time2 days ago

About The Role

The Opportunity

As an Assistant Underwriter, you will play a key support role within the Commercial Insurance team by providing accurate and timely underwriting and policy administration services. Reporting to the Team Leader, Technical Processing, you will assist underwriters by gathering information on new business, processing policy transactions, entering and maintaining data, and ensuring insurance documentation is completed accurately.

In this role, you will manage tasks such as processing renewals, endorsements, certificates of insurance, inspections, quotations, and policy documentation. You will also order reports, follow up on outstanding requirements, handle billing and policy inquiries, and work closely with underwriting technicians and underwriters to deliver excellent service to brokers and customers.

The ideal candidate has insurance industry experience, strong attention to detail, excellent organizational skills, and the ability to work efficiently in multiple systems and databases. Experience in an underwriting support or underwriting technician role is preferred, and bilingualism in English and French is considered an asset. Candidates pursuing or willing to pursue their CIP designation will be viewed favorably.

What to Expect

  • Report to the Team Leader, Technical Processing and you will be accountable for providing superior service in a processing role.
  • You’ll gather background information on new commercial business.
  • You’ll enter and organize certificates of insurance, renewals, abeyances, letters of experience, quotes, inspections and BI&I into the commercial insurance systems.
  • You’ll enter data, coding off-system policies, endorsements, forms, and letters.
  • You’ll order required reports on policies (inspections).
  • You’ll code with accuracy into the policy administration system all renewals
  • You’ll complete specific policy tasks - ordering loss runs, billing inquiries.
  • You’ll follow up on abeyances - You’ll work closely with the regional underwriting technician as well as the regional underwriters.
  • You’ll also help out with general office and other duties as required.

What you Bring

  • Completed high school diploma and relevant work experience.
  • Preference will be given to candidates with a post-secondary degree or diploma or willingness to complete a CIP designation.
  • At least 2 years experience in as Underwriting Technician or any other Insurance experience
  • Strong computer skills including previous experience in working in case management tools, portals or databases will be an asset.
  • Bilingual, written and spoken (French and English) will be considered an asset
  • Preference will be given to candidates who have experience in an underwriting support role
  • Salary Range: $45,000 - $60,400
  • High degree of proficiency with English is required to service customers, both internal to the company and external, across Canada.

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