Assistant, Underwriting

Definity Financial Corporation; Montreal (administrative region); On-site; CAD 45,000 - 60,000; Full time

Benefits offered by this job

Company share ownership

Pension and RRSP contributions

Paid volunteer days

Tuition assistance

Wellness programs

Job summary

Definity Financial Corporation is seeking an Assistant Underwriter to join our Commercial Insurance team. You will support underwriters by gathering information on new business, processing policy transactions, and maintaining data across multiple systems.

You will handle renewals, endorsements, certificates of insurance, and related documentation, while collaborating with brokers and customers to deliver outstanding service.

Qualifications

• Completed high school diploma and relevant work experience.
• Preference will be given to candidates with a post-secondary degree or CIP designation.
• At least 2 years experience in underwriting technician or insurance experience.
• Bilingual written and spoken (French and English) will be considered an asset.

Responsibilities

• Process renewals, endorsements, certificates of insurance, inspections, quotations, and policy documentation.
• Enter data and code with accuracy into the policy administration systems.
• Order required reports on policies (inspections) and loss runs.
• Follow up on abeyances and liaise with regional underwriters.
• Support brokers and customers with billing inquiries and policy documentation.
• Assist with general office duties as required.

Skills

Bilingual EN/FR

Attention to detail

Computer skills

Education

High school diploma

Tools

Case management tools

Job description

Definity is the parent company to some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. Our ambition is to be one of Canada’s leading and most innovative property and casualty insurers. We can’t do that without our people, so we embrace and encourage a culture that’s collaborative, ambitious, rewarding, and empowering.

We offer a flexible, hybrid work experience where employees work from the office and virtually depending on the type of work they are doing and who they are working with. Bring your true self and be a part of our journey. It’s better here.

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.

Actual salary for the role may vary depending on work location of the successful candidate and other factors including but not limited to, skills, education, experience, working conditions and the local labour market.

This position is being posted to fill an existing vacancy.

What’s in it for you?

• Company share ownership program
• Incentive Program - Eligible employees may participate in various incentive plans which are paid out at the discretion of the company and subject to individual and company performance.
• Pension and savings programs, with company-matched RRSP contributions
• Paid volunteer days and company matching on charitable donations
• Educational resources, tuition assistance, and paid time off to study for exams
• Focus on inclusion with employee groups, support for gender affirmation surgery, access to BIPOC counsellors, access to programs for working parents
• Wellness and recognition programs
• Discounts on products and services

Go ahead and expect a lot — you deserve it.

It’s better here — but don’t take our word for it. Definity was named by Great Place to Work as one of the Best Workplaces in Canada for women, for youth, and for inclusion.

Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know by [e-mail].

As part of Definity’s commitment to reconciliation, we acknowledge that our work, meetings, and travel take place on the lands now known as Canada, and recognize the enduring presence, wisdom, and stewardship of the First Nations, Métis, and Inuit peoples who have long cared for these lands.

Background checks

This role requires successful clearance of background checks (including criminal checks and leadership references).