Underwriting Assistant, Trade Credit

3 months ago

Ottawa, Canada Intact Full time

Our employees are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you’re bringing this purpose to life alongside a passionate community of experts.

Feel empowered to learn and grow while being valued for who you are
- here, diversity is a strength. You have our commitment to support you in reaching your goals with tools, opportunities, and flexibility. It’s our employee promise.

Our hybrid work model provides the balance between working from home and enjoying meaningful in-person interactions.

Read on to see how you can shape the future, win as a team, and grow with us.

**About the role**

We’re looking for an **Underwriting Assistant **to join our growing **Trade Credit **team in Ottawa

**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 processes, systems and service delivery to ensure optimal and value-added service to customers.
- Utilizes billing software to ensure precise invoices for clients, facilitating the collection of premium and fees related to Trade Credit policies.
- Facilitates client onboarding and provides ongoing support, guiding them through the utilization of our online portal for seamless policy maintenance.

**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
- Strong ability to communicate in both official languages - French and English (written and verbal)
- Strong Excel and data analysis skills
- Effective note-taking strategies and organizational skills.
- Self starting and motivated individual with the ability to prioritize tasks and manage workflow for optimal productivity.
- Ability to work within time constraints, and service level agreement (SLA) targets.
- Collaborative team player with a commitment to fostering a positive and productive work environment.

**What we offer**

Working here means you'll be empowered to be and do your best every day. Here is some of what you can expect as a permanent member of our team:

- A financial rewards program that recognizes your success
- An industry leading Employee Share Purchase Plan; we match 50% of net shares purchased
- An extensive flex pension and benefits package, with access to virtual healthcare
- Flexible work arrangements
- Possibility to purchase up to 5 extra days off per year
- An annual wellness account that promotes an active and healthy lifestyle
- Access to tools and resources to support physical and mental health, embracing change and connecting with colleagues
- A dynamic workplace learning ecosystem complete with learning journeys, interactive online content, and inspiring programs
- Inclusive employee-led networks to educate, inspire, amplify voices, build relationships and provide development opportunities
- Inspiring leaders and colleagues who will lift you up and help you grow
- A Community Impact program, because what you care about is a part of what makes you different. And how you contribute to your community should be just as unique.

**We are an equal opportunity employer**

At Intact, we value diversity and strive to create an inclusive, accessible workplace where all individuals feel valued, respected, and heard.

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.

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