Senior Underwriter Assistant, Trade Credit

Intact Financial Corporation; Ottawa; Hybrid; CAD 59,000 - 73,000; Full time

Benefits offered by this job

Hybrid work model

Performance bonus

Employee Share Purchase Plan

Wellbeing benefits

Job summary

Intact Specialty Solutions in Ottawa is seeking a Senior Underwriting Assistant to support the Trade Credit team. You will assist underwriters with policy administration, data quality, and client onboarding while coordinating with brokers and financial institutions.

You’ll provide guidance to junior staff, manage workflows, and help drive efficient service delivery. The role requires a college diploma or equivalent experience in insurance operations.

Qualifications

• Strong communication skills, both written and verbal.
• Experience supporting underwriting or insurance operations.
• Ability to work independently and manage multiple tasks.

Responsibilities

• Maintain data integrity of policy documents and support underwriters.
• Coordinate with customers, banks and brokers to obtain required documents.
• Provide research and analyses to improve efficiency in new business, policy issuance and renewals.
• Coach and supervise junior team members to ensure timely deliverables.

Skills

Data accuracy

Communication

Problem solving

Independent work

Team collaboration

Education

College diploma

Tools

Microsoft Office

Job description

Our employees are at the heart of everything we do. Together, we help people, businesses, and society prosper in good times and be resilient in bad times. Our employee promise represents Intact’s commitment to you in exchange for living our Values, striving to do your best work, being open to change and investing in your career. In return, we promise to provide support, opportunities and performance-led financial rewards at a workplace where you can shape the future, win as a team and grow with us.

Pay at Intact is about much more than just salary. Flexible work arrangements and a hybrid work model Possibility to purchase up to 5 extra days off per year Multiple benefits offered to support physical and mental wellbeing, including telemedicine, Wellness account and much more Share plan & other savings: up to 12% of salary or even more (ask how you could earn guaranteed income for life).

Salary range (but not limited to): 59,300 - 72,500.

Annual bonus target, based on the base salary, with a potential payout of up to double the target (subject to personal and company performance): 7.5%.

As part of our commitment to Win As A Team, we share our success with employees through our annual bonus plan and Employee Share Purchase Plan (ESPP) – with Intact matching 50% of your net shares.

Our pension offerings provide flexibility and long-term security for our employees beyond their careers. We are one of the few companies offering the opportunity to receive guaranteed income for life via our defined benefit pension plan.

Salary for the candidate will be determined taking into consideration a number of factors including: experience, skills, qualifications, anticipated contribution to role, internal equity, etc.

The salary range presented above is based on a 35-hour workweek and would represent a majority of different candidate profiles. However, we encourage candidates who may fall outside of this range to apply as well.

About the role

Job Description A career with Intact Specialty Solutions is an opportunity to deepen your expertise in the insurance industry and grow your skillset across a wide variety of lines of business spanning 180 countries. Being part of Canada’s largest P&C insurer and leading provider of global specialty insurance means learning from industry experts and expanding our capabilities. Here you’ll develop not only your career but also establish Intact’s reputation as a leader in Specialty Solutions across the globe. We’re looking for a Senior Underwriting Assistant to join our growing Trade Credit team in Ottawa! In this role, you will be responsible for executing tasks associated with service delivery to our brokers, clients and prospects through application support, policy coordination and operational oversight. You will support Underwriters in the efficient delivery of high-quality service, work independently on complex activities, and provide guidance and day-to-day oversight to junior members of the team.

What you’ll do here:

• Take ownership of the data integrity and quality of policy documents, and support Underwriters in maintaining accurate and complete information.
• Coordinate directly with customers, banks and brokers to obtain signed documents and other information required for policy administration.
• Identify, assess and assign incoming inquiries to the appropriate individuals, ensuring timely follow-up and resolution.
• Understand and anticipate the needs of internal and external clients, and interact with them professionally and effectively.
• Provide research, analysis and operational support to Underwriters to improve the efficiency of new business, policy issuance, client onboarding and renewal activities.
• Manage and coordinate operational workflows, ensuring tasks are completed accurately, efficiently and within established timelines.
• Create and maintain records and reporting tools to ensure team performance metrics can be easily tracked, including new business, policy renewals and claims information.
• Identify opportunities to improve processes, controls and service delivery, and contribute to the implementation of operational enhancements.
• Work independently on assigned activities, using sound judgment to prioritize work, resolve issues and elevate matters when appropriate.
• Provide day-to-day guidance, coaching and support to junior Underwriting Assistants and help oversee the quality and timely completion of team deliverables.
• Support the development and maintenance of team procedures, documentation and best practices.
• Collaborate with Underwriters and other internal stakeholders to promote consistency, efficiency and a high level of client service.

What you bring to the table:

• College Diploma or University Degree in Business, Finance, Insurance or a related field, or a combination of education and relevant work experience.
• Minimum 5 years of progressive experience in underwriting support, insurance operations, trade credit, financial services administration or a related environment.
• Thorough background in business operations, workflow coordination, process improvement and administrative controls.
• Experience supporting external customers, brokers, clients or financial institutions in an administrative, coordinator or operations role.
• Previous experience providing guidance, coaching or oversight to junior team members.
• Strong oral and written communication skills, with the ability to interact confidently with internal and external stakeholders.
• Sound problem-solving, analytical and decision-making skills.
• Demonstrated ability to work independently, take ownership of responsibilities and operate effectively with limited supervision.
• Strong organizational and prioritization skills, with the ability to manage multiple workflows and meet tight deadlines.
• Excellent attention to detail and a strong commitment to data accuracy and quality.
• Computer literacy and proficiency with Microsoft Office applications.
• A collaborative, solutions-oriented approach and strong team spirit.

No Canadian work experience required; however, candidates must be eligible to work in Canada.

#LI-Hybrid Ce poste jouera un rôle essentiel au sein de notre équipe. | This position will fill an essential role in our team.

We are an equal opportunity employer At Intact, our Value of respect is founded on seeing diversity as a strength. We strive to create an accessible workplace where employees feel valued, included and encouraged to share their unique perspectives. We encourage applications from individuals who are members of equity-deserving groups, including but not limited to women, Indigenous peoples, persons with disabilities, Black people, and members of the 2SLGBTQI+ community. As part of Intact’s commitment to reconciliation, we acknowledge that we work, meet and travel across the land currently called Canada, originally inhabited by First Nations, Metis and Inuit people. This history extends through many centuries and continues to evolve today. We have policies to ensure equal access and participation for people with disabilities, including providing workplace adjustments (accommodations). A copy of applicable policies is available on request. If we can provide a specific adjustment to make the recruitment process more accessible for you, please let us know when we reach out about a job opportunity. We’ll work with you to meet your needs. Learn more about our recruitment process and your candidate journey here.

Please note that Intact does not provide sponsorship or other support for immigration-related matters including but not limited to employer-specific closed work permits. Candidates must be eligible to work in Canada from the anticipated start date and throughout their employment and are solely responsible for maintaining their work eligibility.