Senior Underwriter Assistant, Trade Credit

intactfc; Ottawa; Hybrid; CAD 59,000 - 73,000; Full time

Benefits offered by this job

Hybrid work model

Up to 5 extra days off per year

Wellbeing benefits (telemedicine, etc)

Job summary

Intact Specialty Solutions in Ottawa is seeking a Senior Underwriting Assistant to support the Trade Credit team. You will execute tasks for service delivery to brokers, clients and prospects through application support, policy coordination and operational oversight.

You will assist Underwriters, manage data integrity, and guide junior staff. The role offers a hybrid work model, competitive salary, annual bonus potential, ESOP participation and long-term pension security.

Qualifications

• College Diploma or University Degree in Business, Finance, Insurance or a related field.
• Minimum 5 years of progressive experience in underwriting support, insurance operations, trade credit, financial services administration.

Responsibilities

• Take ownership of data integrity and quality of policy documents and support Underwriters.
• Coordinate with customers, banks and brokers to obtain signed documents for policy administration.
• Identify and assign inquiries to appropriate personnel with timely follow-up and resolution.
• Provide research and operational support to Underwriters to improve new business and renewal activities.
• Create and maintain records and reporting tools to track team performance.

Skills

Underwriting support

Insurance operations

Trade credit

Client onboarding

Education

College Diploma or University Degree in Business, Finance, Insurance

Tools

Policy administration systems

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 administratio