Alexandra
Human Resources Business Partner
Underwriting Assistant
The objective of this position is to assist the personal lines underwriting team in order to deliver superior quality service.
Your Responsibilities
- Enter insurance policy data into the insurer’s portal;
- Process renewal, new business, and endorsement transactions;
- Validate that information, quotes, and policies submitted by brokers comply with insurers’ standards and requirements;
- Prioritize transaction processing according to the standards brokers are subject to;
- Obtain underwriting approvals when required;
- Answer brokers’ questions regarding quotes, discounts, and information requested by the insurer on the portal;
- Answer the insurer’s questions regarding insurance policies when applicable;
- Calculate premiums using an Excel tool and report the results in a summary file;
- Perform lining and premium bordering (bordereaux);
- Process insurer inspection requests through various portals;
- Send insurer conditions to brokers via various audits;
- Perform periodic audits, notably for water heaters, roofing, oil heating, and foundations;
- Support underwriting in their task follow-ups with brokers.
Your Skills and Potential
- Hold a vocational or college diploma;
- Possess a minimum of one year of experience in an administrative support role;
- Demonstrate autonomy, thoroughness, cooperation, and courtesy in your way of working with others;
- Have good computer skills (MS Office, Windows environment, Google environment), with proficiency in Excel being an asset;
- Have a good command of the French language (intermediate level) and English language (beginner level) to complete documentation in English on a daily basis.