Underwriter Assistant

4 weeks ago

Mississauga ON, Canada TriPoint Insurance Full time

WHAT WE OFFER:

  • Great learning and growth opportunities
  • Hybrid remote work flexibility
  • A competitive compensation package
  • Full Benefits Package
  • RRSP Matching Program
  • Professional Development Courses & Designations
  • 100% tuition re-imbursement for business relevant courses and training
  • Vary Days

POSITION OVERVIEW:

TriPoint Insurance Underwriting Inc. is currently seeking an Underwriter Assistant to join our team and support the SHOP (Select Hospitality Owners Program). The successful candidate will play a pivotal role in assisting underwriters with a range of essential tasks. If you are eager to contribute to the success of our program and thrive in a fast-paced environment, we encourage you to apply and become an integral part of our team.

RESPONSIBILITIES:

  • Coordinate new business triage by setting up in EPIC/Policy Works, attaching all relevant correspondence
  • Handle document issuance, including but not limited to new and renewal policies, endorsements, certificates of insurance, and binders.
  • Manage the invoicing process for new business, renewals, and endorsements.
  • Complete monthly bordereaux for various contracts, both new and renewal.
  • Conduct follow-ups on new business quotes.
  • Send out renewal questionnaires 90 days prior to the expiry date.
  • Deliver exceptional customer service, ensuring timely responses, accurate product information, and effective communication.
  • Adhere strictly to all company policies, procedures, protocols, and directives.
  • Foster a company culture grounded in respect, collaboration, and innovation.
  • Fulfill any additional duties as required.

REQUIREMENTS:

  • Ideally, a minimum of 1 year of experience in the insurance industry within a commercial setting.
  • Proficiency in Microsoft Office/365, and insurance software (EPIC/Policy Works) is preferred.
  • Meticulous attention to detail is essential.
  • Familiarity with insurance industry terminology is required.
  • Strong communication skills, both written and oral, coupled with excellent organizational abilities.
  • Demonstrated ability to build relationships and work effectively in a team environment.
  • High School Diploma or equivalent; college education is a plus.
  • Preference given to candidates with insurance designations (such as CIP, CAIB, FCIP, CRM, R.I.B.O., etc.) or those enrolled in relevant certification programs.

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