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Underwriting Assistant, Contract Surety

4 weeks ago

Montréal, Canada RAISE Full time

**JOB RESPONSIBILITIES**
- Work closely with the underwriting team to ensure that account management expectations are met.
- Accurate and timely preparation of account security documents
- Maintain insurer bordereau
- Review active files regularly to ensure all essential underwriting and security information is current and updated
- Setup up new account files in underwriting/accounting system
- Invoice all fees, bonds/policies and endorsements in accounting system
- Ensure all correspondence and underwriting information is properly filed
- Process contract status reports on a monthly basis
- Follow-up with brokers for outstanding bonds and underwriting information
- Other ad hoc tasks and reporting as requested

**EDUCATION, EXPERIENCE, AND QUALIFICATIONS**
- Minimum of two (2) years of relevant experience
- Post-secondary education in a relatable field such as accounting, finance, or commerce is preferred
- Experience in construction development with an understanding of Tarion and/or surety
- Prior experience with Applied/EPIC is an asset
- Must be technologically savvy and data-driven, including proficiency in Excel
- Commitment to ongoing learning and professional development including insurance courses and certifications

**JOB PERKS**
- Competitive compensation package
- Paid vacation and personal time
- Health benefits
- Ongoing professional development and training

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