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Personal Lines Data Entry and Underwriting Assistant - ll

Portage Mutual Insurance

St. Catharines

Hybrid

CAD 45,000 - 70,000

Full time

2 days ago
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Job summary

A leading insurance provider is seeking a Personal Lines Data Entry & Underwriting Assistant II in St. Catharines, Ontario. The role involves supporting underwriting activities through risk analysis and premium calculation. Candidates should demonstrate knowledge of MS Office, attention to detail, and the ability to work both independently and in teams. The company offers a competitive salary, flexible working arrangements, and a commitment to employee well-being and inclusivity.

Benefits

Comprehensive health benefits
Pension plan
Generous paid time off

Qualifications

  • Candidates must reside in Canada and be authorized to work in Canada.
  • Experience with administration duties or underwriting is preferred.

Responsibilities

  • Assist underwriters in processing new applications and endorsements.
  • Prepare correspondences and maintain supporting documentation.
  • Respond to inquiries from brokers and policyholders.

Skills

Knowledge of MS Office Suite
Attention to detail
Ability to collaborate
Adaptability

Education

Post-secondary certificate or equivalent industry experience
Job description
About Portage Mutual: Where Your Talent Makes a Difference

Imagine a workplace where your contributions are not only valued but also directly impact the lives of Canadians. At Portage Mutual Insurance, we’re more than just a trusted national property and casualty insurer—we’re a community of passionate individuals dedicated to serving our policyholders since 1884. Owned by our policyholders, we proudly offer competitive home, auto, commercial, and farm insurance products 100% through our broker network across Canada. Join a company rooted in tradition, driven by innovation, and powered by a people‑first culture.

Why Portage Mutual?
  • Total Rewards: We care about your well‑being and financial security. That’s why we offer a competitive salary, incentive plan, comprehensive health benefits, a pension plan and generous paid time off, including personal days.
  • Career Growth & Development: Propel your career forward with access to diverse learning resources, tuition reimbursement for relevant programs, and bonuses recognizing your achievements in pursuing insurance designations.
  • Flexibility: We support work‑life integration by offering a flexible environment where you can choose to live wherever you prefer in Canada. Enjoy the freedom to select remote, in‑office, and hybrid work arrangements that best suit your lifestyle.
  • Inclusivity and Belonging: Be a part of a supportive and diverse team that embraces your unique perspective and empowers you to succeed. We’re dedicated to creating a workplace where every employee feels welcomed, valued and respected.
  • Making a Difference: Find purpose in your career by aligning with an organization that shares your values and is committed to making a difference in the communities we serve.
What You’ll Do

The Personal Lines Data Entry & Underwriting Assistant II is responsible for supporting underwriting on risk analysis, premium calculation and entry of information into the policy system. You will assist with responding to inquiries from brokers and policyholders. The individual may collaborate with cross‑functional teams and behaviours are modelled in a manner consistent with company values.

Responsibilities
  • Assisting Underwriters in processing new applications, endorsements, renewals, cancellations, declines and quotes.
  • Requesting inspections in accordance with company policies and procedures.
  • Preparing related correspondences and maintaining supporting documentation as required.
  • Assist in answering inquiries and responding to brokers through verbal and written correspondence.
  • Assist in guiding and directing brokers on the use of the policy and billing information technology system.
  • Assist in developing and maintaining relationships with brokers to develop and maintain a stable and profitable book of business.
  • Assisting colleagues with special projects or other work as assigned.
Requirements
  • Candidates must reside in Canada and be authorized to work in Canada.
  • Demonstrated knowledge of MS Office Suite (Word, Excel, Outlook, Teams).
  • Consistency of applying accuracy, thoroughness and attention to detail approaches.
  • Ability to work independently and collaborate effectively in a team environment in required.
  • Adaptable and continuous improvement mind‑set is required.
  • Experience with administration duties or underwriting is preferred.
  • Post‑secondary certificate is preferred (or an equivalent of industry experience).
Ready to Make an Impact?

If you’re seeking a rewarding career with a company that values its employees and is committed to making a difference, we invite you to apply! If you have the qualifications we are seeking and would thrive in a work environment where you are valued and respected, please apply!

Portage Mutual Insurance is committed to providing accommodations for people with disabilities during all phases of the recruiting process, including the application process. If you require accommodation because of a disability, we will work with you to meet your needs. If you are selected for an interview and require accommodation, please advise the HR representative who will consult with you to determine an appropriate accommodation.

Please submit your resume and cover letter! We thank you for your interest in Portage Mutual Insurance, however, only those selected for an interview will be contacted. (No agencies please).

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