Underwriting assistant, surety

Travelers; Montreal; On-site; CAD 40,000 - 55,000; Full time

Job summary

A leading insurance company is seeking a motivated individual to support Account Executives in underwriting decisions. The role involves managing account documentation, ensuring customer service, and collaborating with diverse teams. Ideal candidates will have strong organizational skills, attention to detail, and be bilingual in French and English. Join a dynamic team that values diversity and offers a range of benefits including health insurance and paid time off.

Benefits

Health Insurance

Retirement Contribution

Paid Time Off

Wellness Program

Volunteer Encouragement

Qualifications

• 1 year of insurance industry experience.
• Bilingual in French and English.

Responsibilities

• Provide support to Account Executives for underwriting decisions.
• Manage account documentation and ensure timely servicing.
• Communicate with brokers and resolve inquiries.

Skills

Time Management

Organizational Skills

Attention to Detail

Communication Skills

Analytical Thinking

Problem-Solving

Customer Focus

Teamwork

Education

College Diploma

High School Diploma

Tools

Microsoft Office

Windows

Job description

Solid reputation, passionate people, and endless opportunities. That’s Travelers. Our superior financial strength and consistent record of strong operating returns mean security for our customers – and opportunities for our employees. You will find Travelers to be full of energy and a workplace in which you truly can make a difference.

Job Category

Target Openings

• Req#: R-44463

Who Are We?

Solid reputation, passionate people, and endless opportunities. That’s Travelers. Our superior financial strength and consistent record of strong operating returns mean security for our customers – and opportunities for our employees. You will find Travelers to be full of energy and a workplace in which you truly can make a difference.

Job Category

Underwriting

Target Openings

1

What Is the Opportunity?

Responsible for providing Account Executives with information necessary to make sound underwriting decisions (i.e., customer service and administrative support affecting brokers/insureds from initial submission through policy issuance, policy changes, and renewals). Provides support within established performance standards and priorities that are responsive to underwriting, retention, and service, profitability, and growth goals. Ensures all related support activities are delivered in a manner consistent with business unit customer service and expense management focus.

What Will You Do?

1. Participate with Account Executives/Underwriters in new business and in-force activities that support underwriting decisions aligned with business goals.
2. Partner with Account Executives/Underwriters to establish support needs for new and in-force policies.
3. Participate in pre-renewal meetings to define assignments.
4. Prepare underwriting/pricing exhibits (e.g., exposures, experience rating, profit and loss analysis).
5. Manage account documentation (e.g., proposals, agreement letters, certificates, endorsements, cancellations).
6. Ensure accurate and timely servicing and billing of accounts.
7. Communicate with brokers, insureds, and internal departments to resolve issues and respond to inquiries.
8. Quote accounts within authority limits by reviewing exposures, updating information, and adjusting prices.
9. Provide information for regulatory compliance (e.g., statutory filings, proof of insurance).
10. Support administrative tasks such as inputting account information into systems.
11. Participate in projects and perform other duties as assigned.

What Will Our Ideal Candidate Have?

• College Diploma
• 1 year of insurance industry experience
• Intermediate time management and organizational skills
• Attention to detail
• Effective verbal and written communication skills
• Intermediate computer skills and ability to learn new applications
• Proficiency in Microsoft Office
• Data entry skills
• Ownership and responsibility for actions and outcomes
• Analytical thinking and problem-solving skills
• Resilience and adaptability to change
• Customer focus and service orientation
• Sound judgment and decision-making abilities
• Ability to work with diverse teams and leverage differences
• Relationship management skills
• Teamwork and collaboration skills

What is a Must Have?

• High School Diploma
• 1 year of office or customer service experience
• Basic software skills (Windows, MS Office)
• Bilingual in French and English

What Is in It for You?

• Health Insurance: Coverage from day one for employees and eligible family members.
• Retirement: Core contribution of 3% and matching up to 5% of base pay.
• Paid Time Off: Starting with 20 days PTO, plus options to purchase more, plus holidays.
• Wellness Program: Resources, discounts, and professional counseling services.
• Volunteer Encouragement: Matching Gift and Volunteer Rewards programs to support community involvement.

Employment Practices

Travelers is an equal opportunity employer committed to diversity and providing accommodations for persons with disabilities. For questions about physical requirements or accommodations, contact us via email. We reserve the right to fill the position at a different level. For more benefits information, visit our benefits page.

Protect your personal and business investments with Travelers Insurance, offering auto, home, and business insurance solutions.