Underwriting assistant, surety

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

Job summary

A leading company is seeking a dedicated professional to support Account Executives in underwriting decisions and customer service. This role involves managing account documentation, ensuring compliance, and providing administrative support. Ideal candidates will possess strong organizational and communication skills, along with a customer-focused mindset. The position offers opportunities for growth within a collaborative team environment and comes with comprehensive 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

• Support Account Executives in new business and retention activities.
• Prepare underwriting exhibits and manage account documentation.
• Communicate with brokers and internal departments to resolve issues.

Skills

Time Management

Communication

Organizational Skills

Analytical Thinking

Problem Solving

Customer Focus

Education

High School Diploma

College Diploma

Tools

Microsoft Office

Windows

Job description

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 where you can truly make a difference.

Target Openings

1

What Is the Opportunity?

Responsible for providing Account Executives with information necessary to make sound underwriting decisions (customer service and administrative support from initial submission through policy issuance, changes, and renewals). Supports within established performance standards and priorities, focusing on underwriting, retention, service, profitability, and growth goals. Ensures all support activities align with customer service and expense management focus.

What Will You Do?

1. Support Account Executives/Underwriters in new business and in-force activities to support growth and retention goals.
2. Partner with Account Executives/Underwriters to establish support needs for policies (e.g., gather relevant account information for quoting and binding).
3. Participate in pre-renewal meetings to define assignments.
4. Prepare underwriting/pricing exhibits (exposures, experience rating, P&L analysis, expense models, account info).
5. Manage account documentation (proposals, agreement letters, certificates, endorsements, cancellations, etc.).
6. Ensure accurate and timely servicing and billing.
7. Communicate with brokers, insureds, and internal departments to resolve issues and respond to inquiries.
8. Quote accounts within authority limits, reviewing exposures and updating account info.
9. Provide information for regulatory compliance (statutory filings, proof of insurance, certificates).
10. Provide administrative support as needed (e.g., data entry).
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 prioritization skills
• Highly organized with ability to handle multiple tasks
• Attention to detail
• Excellent verbal and written communication skills
• Intermediate computer skills and ability to learn new applications
• Intermediate Microsoft Office skills
• Advanced data entry skills
• Ownership and responsibility for actions
• Analytical thinking and problem-solving skills
• Resilience and adaptability to change
• Effective communication skills
• Customer-focused mindset
• 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 proficiency in Windows and 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: 3% DPSP contribution plus matching up to 5% of base pay.
• Paid Time Off: Starting at 20 days PTO, up to 36 days plus 12 holidays.
• Wellness Program: Resources, discounts, and mental health support.
• Volunteer Encouragement: Matching Gift and Volunteer Rewards programs.

Employment Practices

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