Bilingual Underwriting Operations Associate (12 M Contract)

CNA Insurance Company; Toronto; On-site; CAD 65,000 - 90,000; Full time

Job summary

CNA Insurance Company is seeking an experienced Underwriter to provide information for prudent underwriting decisions and support the underwriting lifecycle from pre-submission through policy issuance and renewal.

The role involves performing underwriting analyses, handling endorsements, gathering information for quotes, and coordinating with field and processing centers to ensure timely policy setup and renewals, while advising clients and upselling where appropriate.

Qualifications

• Knowledge of Property and Casualty underwriting.
• Strong time management, analytical and communications skills.
• Ability to work independently on multiple tasks.
• Ability to advise and coach others.
• Customer service experience with diverse contacts.
• Proficiency with Microsoft Office and related software.

Responsibilities

• Performs initial underwriting analysis and documentation including summarizing insured operations and pricing analysis.
• Handles endorsement referrals with minimal underwriter involvement and makes recommendations.
• Gathers account information to quote or issue policies for new and renewal policies.
• Analyzes account information and summarizes findings for Underwriter review.
• Acts as liaison between field and processing centers to ensure timely account setup, rating, issuance and renewal prep.
• Coordinates account processing and servicing.
• Leads pre-renewal meetings to build renewal schedules of key activities.
• Prepares and executes underwriting/pricing exhibits with updated exposures and pricing worksheets.
• Manages account documentation ensuring file completeness and quality.
• Communicates with external producers/customers as first-line contact for account matters and upsell opportunities.

Skills

Underwriting analysis

Communication

Time management

Independent work

Coaching others

Customer service

Microsoft Office

Education

High school diploma / GED

Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. Under general supervision, is responsible for providing Underwriters with information necessary to make prudent underwriting decisions and to support the underwriting lifecycle from pre-submission through policy issuance and renewal (marketing, underwriting analysis, sales, service and administrative).

JOB DESCRIPTION: Essential Duties & Responsibilities

• Performs initial underwriting analysis and documentation inclusive of summarizing insured operations, set up and run initial pricing analysis.
• Handles majority of endorsement referral requests without underwriting involvement such as analyzing and resolving endorsement referrals, make recommendations independently including agency engagement for clarification or missing information.
• Establishes support needs for new and renewal policies (i.e., identify and gather relevant account information to quote or issue policies) with minimal interaction of Underwriter.
• Analyzes account specific information and summarizes information and findings for Underwriter review (i.e. loss information, description of operations, financials, risk control reports).
• Works as a liaison between the field and processing centers to ensure timely account set-up, clearing, rating, issuance and renewal prep activities.
• Coordinates account processing and servicing.
• Leads pre-renewal meetings to build renewal schedule of key activities (missing information, updated applications, etc.).
• Independently prepares and executes underwriting/pricing exhibits including updated exposures, rating and pricing worksheets, and updated account information.
• Manages account documentation and ensures file completeness and quality (correspondence, proposals, agreement letters, endorsements, cancellations, etc.).
• Communicates with external producers/customers and serves as the first-line point of contact on account related matters while proactively identifying opportunities for up sell or account rounding.

Skills, Knowledge and Abilities

• Knowledge of Property and Casualty underwriting including insurance products, policy processing procedures and documentation.
• Strong time management, analytical and communications skills.
• Demonstrated ability to work independently on multiple tasks.
• Strong capability to advise and coach others.
• Demonstrated customer service experience and the ability to interact with a wide-variety of people on a daily basis in person, via telephone and email.
• Strong knowledge of Microsoft Office Suite as well as other business-related software.

Education and Experience

• High school diploma, GED or equivalent experience. Bachelor's degree preferred.
• Typically a minimum of three years of related work experience in an office environment.

At CNA, we are committed to providing equal employment opportunities to all employees and applicants. It is our policy to provide equal employment opportunities to employees and applicants based on job-related qualifications and ability to perform a job. If you require an accommodation during the hiring process or upon hire, please inform Human Resources. If a selected applicant requests accommodation during the recruitment process, CNA will consult with the applicant in order to provide suitable accommodation that takes into account the applicant's accessibility needs.

At CNA, we are focused on success, individually and collectively. We pride ourselves on promoting a culture that challenges and engages people. We strive to connect people, departments and business areas, to function as a team, and to serve our customers and communities with professionalism and respect. Our dedication to employee engagement, continuous learning and the open exchange of ideas is the cornerstone of our business. These ideals, combined with our focus on the customer, enable us to explore new market opportunities and build on our success. Our values, culture and financial strength are what differentiates us from other employers and make CNA the place you want to work. At CNA, we are committed to advancing a culture of inclusion - one that attracts talent from all walks of life, fosters respect and collaboration, and enables all of our colleagues to do their best work. At CNA, we have a long standing commitment to the diverse communities in which we live and work. We actively make a difference for the greater good through partnerships, sustainability, initiatives, and working together for a better tomorrow.

Corporate Social Responsibility is not one person, or one department, it's the entire enterprise coming together to make the world a better place.