Financial Analyst / Underwriter, Professional Solutions

Trisura Guarantee Insurance Company; Montreal; On-site; CAD 60,000 - 85,000; Full time

Job summary

A leading specialty lines insurer in Canada is seeking a Financial Analyst/Underwriter to join their dynamic team in Montreal. The role involves marketing and underwriting Specialty Insurance Solutions while fostering relationships with brokers and clients. Ideal candidates are results-oriented, detail-oriented, and bilingual, with a passion for customer service and a drive to excel in a fast-paced environment.

Qualifications

• Bilingual in French and English.
• Progressive finance or underwriting experience is an asset.

Responsibilities

• Marketing and sourcing new business opportunities.
• Managing and building a portfolio of Specialty Insurance accounts.
• Establishing and maintaining broker relationships.

Skills

Customer Service

Communication

Interpersonal Skills

Networking

Detail Orientation

Education

Bachelor Degree in Business, Marketing, Sales, or Insurance

Job description

Financial Analyst / Underwriter, Professional Solutions

Monday, March 17, 2025

At Trisura , we expect more because we believe it can be done better.

We are a young, growth-oriented team with a commitment to exceptional talent and have been named one of Canada’s Top Small and Medium Employers since 2017. Our growth and our entrepreneurial style, niche market position, and development opportunities ensure that our people see the results of their commitment reflected in the company’s success.

We are currently seeking an energetic person to join our dynamic, forward-thinking group of professionals in our Montreal office.

FINANCIAL ANALYST / UNDERWRITER, PROFESSIONAL SOLUTIONS

MONTREAL

The successful applicant will be passionate and results-oriented, with the capability to build upon and foster relationships with new and existing broker clients. Specifically, the successful applicant will be responsible for both marketing and underwriting our suite of Specialty Insurance Solutions including Directors’ and Officers’ Liability, Employment Practices Liability, Fidelity, Fiduciary Liability, and Business office package policies.

As an integral member of the team, you will bring :

• Dedication to exceptional customer service
• Ability to thrive in a fast-paced environment with multiple priorities
• An innovative mindset for delivering thorough solutions
• Passion for excellence and detail orientation
• Excellent communication and interpersonal skills to develop new business through networking / marketing with brokers, clients, consultants, lawyers, and represent Trisura at various industry-related functions
• Self-motivation and entrepreneurial outlook with solid interpersonal skills and an ability to work within a team environment

Accountabilities include :

• Representing our Specialty Insurance Solutions team across the province of Quebec.
• Marketing and sourcing new business opportunities
• Managing and building a portfolio of Specialty Insurance accounts specifically in D&O and Fidelity
• Establishing and maintaining broker relationships
• Evaluating exposures and determining appropriate terms and conditions of coverage
• Learning new product lines and coverages as they are developed
• Maintaining a thorough understanding of relevant industry trends and their impact on products offered

Qualifications :

• Bachelor Degree or post-secondary education in business, marketing, sales, or insurance preferred
• Progressive finance or underwriting experience an asset
• Bilingual in French and English

If you are looking for a career in an exciting and rewarding company, are driven to excel, thrive in a team environment, and want to contribute to the success of an organization that values your contribution, we would like to hear from you!

We are committed to an inclusive and barrier-free workplace that reflects the diversity in each of our offices across Canada. Accommodations will be provided on request for candidates taking part in all aspects of our recruitment and selection process.

We thank all candidates for their interest; however, only those selected for an interview will be contacted.

Trisura , headquartered in the heart of Canada’s financial district, is a specialty lines insurer with a focus on Surety, Specialty Insurance, Property & Casualty, and Warranty products. Trisura brings innovative solutions and expertise through a select network of both national and regional brokerage firms.

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Financial Analyst • Montreal, Montreal (administrative region), Canada