Underwriting Assistant, Trade Credit

Intact Financial Corporation; Ottawa; On-site; CAD 51,000 - 62,000; Full time

Benefits offered by this job

5 extra days off per year

Wellbeing benefits

ESPP

Pension plan

Job summary

Intact Specialty Solutions in Ottawa is seeking an Underwriting Assistant to join the Trade Credit team. You will support brokers, clients and prospects via application support and policy coordination, assisting underwriters to deliver high-quality service.

The role emphasizes data integrity, document follow-ups, and efficient process support to improve onboarding and policy delivery in a dynamic insurance environment.

Qualifications

• College Diploma or University Degree in Business or Finance.
• Minimum 3 years of varied experience with external customers as an administrator, coordinator or office manager.
• Good oral and written communication skills and team spirit.
• Problem-solving and analytical skills.
• Can make decisions and work independently.
• Strong organizational skills to manage workflow efficiently without continuous supervision.
• Computer literacy with Microsoft software knowledge.
• Can multitask and meet tight deadlines.
• Bilingualism (Eng/Fr) is an asset
• No Canadian work experience required however must be eligible to work in Canada.

Responsibilities

• Responsible for data integrity of policy documents and assists Underwriters with data quality.
• Follows up directly with customers, banks and brokers for signed documents required pertaining to the policy.
• Identifies and assigns incoming inquiries to appropriate individuals.
• Understands the needs and requirements of internal and external clients and interacts with them as required.
• Provides research and performs various supportive tasks for Underwriters to improve efficiency of project, new signing and client onboarding activities.
• Create and maintain records to ensure that team performance metrics can be easily tracked.
• Actively identify opportunities or initiatives to improve internal business and

Skills

Data integrity

Customer follow-up

Communication skills

Problem solving

Independent decision-making

Organizational skills

Microsoft Office

Multitasking

Bilingual Eng/Fr

Education

College Diploma or University Degree in Business or Finance

Tools

CRM software

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):

50,900 - 62,200

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

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

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 an Underwriting Assistant to join our growing Trade Credit team in Ottawa!

In this role, will be responsible for the execution of tasks associated with the service delivery to our brokers, clients and prospects through application support and policy coordination, and assist the underwriter in the efficient delivery of quality service to the client.

What you’ll do here:

• Responsible for data integrity of policy documents and assists Underwriters with data quality.
• Follows up directly with customers, banks and brokers for signed documents required pertaining to the policy.
• Identifies and assigns incoming inquiries to appropriate individuals.
• Understands the needs and requirements of internal and external clients and interacts with them as required.
• Provides research and performs various supportive tasks for Underwriters to improve efficiency of project, new signing and client onboarding activities.
• Create and maintain records to ensure that team performance metrics can be easily tracked. This includes tracking of new business, policy renewal and claims information.
• Actively identify opportunities or initiatives to improve internal business and

What you bring to the table:

• College Diploma or University Degree in Business or Finance, or a combination of education and relevant work experience.
• Minimum 3 years of varied experience with external customers as an administrator, coordinator or office manager.
• Good oral and written communication skills and team spirit.
• Problem-solving and analytical skills.
• Can make decisions and work independently.
• Strong organizational skills to manage workflow efficiently without continuous supervision.
• Computer literacy with Microsoft software knowledge.
• Can multitask and meet tight deadlines.
• Bilingualism (Eng/Fr) is an asset
• No Canadian work experience required however 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.

If you are an employee of Intact or belairdirect, please apply for this role on Internal Career Site.