Underwriting Assistant, Wilson Beck (Surrey)

Arthur J. Gallagher & Co. (AJG); Surrey; On-site; CAD 40,000 - 55,000; Full time

Job summary

Gallagher is seeking a temporary full-time in-office Underwriting Assistant to join the WBI Home Warranty team in Surrey. You will assist the Underwriter(s) and the Underwriting Department, ensuring client files are managed in line with legislation, policy provisions and company guidelines.

This role requires strong communication, exceptional organizational skills, and attention to detail as you support underwriting activities and related tasks in a collaborative, professional team environment.

Qualifications

• 2–3 years of office experience.
• 2–3 years of data entry experience.
• Proficient in Microsoft Office, particularly Word and Excel.
• Level 1 insurance license preferred.
• Knowledge of a second language such as Punjabi, Hindi, Mandarin, or Cantonese is an asset.

Responsibilities

• Answer and direct phone calls, take messages, and respond to renewal and underwriting related inquiries and correspondence.
• Process incoming client applications and work with assigned Underwriter(s) to complete applications.
• Organize, update, and maintain client files in accordance with established processes and procedures.
• Prepare underwriting-related letters, memos, and documentation.
• Provide underwriting support to clients, Underwriters, and other stakeholders.
• Offering administrative assistance to Underwriters and the Underwriting Department.
• Provide administrative support to other departments as needed.
• Assist with processing new home warranty registrations as required.
• Prepare meeting materials and take meeting minutes when required.
• Participate in work-related functions and industry events.
• Maintain required insurance licensing in accordance with regulatory standards.

Skills

Attention to detail

Time management

Multitasking

Communication

Education

Level 1 insurance license

Tools

Microsoft Office

Excel

Word

Job description

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

Overview

We are currently looking for a temporary fulltime in office Underwriting Assistant to join our WBI Home Warranty team in our Surrey office. In this role, you will be responsible for assisting the Underwriter(s) and the Underwriting Department. The position requires strong communication skills, exceptional organizational skills, and attention to detail, ensuring all client files are managed in accordance with applicable legislation, policy provisions, and company guidelines.

WBI Home Warranty Ltd. is a trusted provider of home warranty and construction insurance solutions across Western Canada. While our core business is new home warranty, we also offer a full suite of products including bonding, home warranty insurance, deposit protection insurance, and home deposit bonds for both single-family and multi-family projects.

We are a team of experienced warranty, insurance, and construction professionals who take pride in building strong, long-term relationships with our clients. At WBI, our people are our strength — their expertise and commitment have earned us a reputation as a respected leader in warranty and risk management service. We Care. We Help.

How you'll make an impact

Duties and responsibilities will include but not limited to the following tasks listed below:

• Answer and direct phone calls, take messages, and respond to renewal and underwriting related inquiries and correspondence.
• Process incoming client applications and work with assigned Underwriter(s) to complete applications.
• Organize, update, and maintain client files in accordance with established processes and procedures.
• Prepare underwriting-related letters, memos, and documentation.
• Provide underwriting support to clients, Underwriters, and other stakeholders.
• Offering administrative assistance to Underwriters and the Underwriting Department.
• Provide administrative support to other departments as needed.
• Assist with processing new home warranty registrations as required.
• Prepare meeting materials and take meeting minutes when required.
• Participate in work-related functions and industry events.
• Maintain required insurance licensing in accordance with regulatory standards.

About you

Education, Knowledge & Experience:

• 2–3 years of office experience.
• 2–3 years of data entry experience.
• Proficient in Microsoft Office, particularly Word and Excel.
• Level 1 insurance license preferred.
• Knowledge of a second language such as Punjabi, Hindi, Mandarin, or Cantonese is an asset.

Skills:

• Exceptional attention to detail and accuracy
• Ability to manage multiple tasks and perform effectively under pressure.
• Strong time-management skills with the ability to prioritize competing demands.
• Advanced problem-solving abilities and creative thinking.
• Collaborative team player in a fast-paced environment.
• Excellent interpersonal skills.
• Strong organizational and planning capabilities.
• Clear and effective verbal and written communication skills.
• Demonstrates professional etiquette and conduct.