Underwriting Assistant

3 weeks ago

Mississauga, Canada TriPoint Insurance Underwriters Inc. Full time

**POSITION OVERVIEW**:
**RESPONSIBILITIES**:

- Attachment of miscellaneous correspondence received via underwriter, triage inbox (GK folder)
- Providing file documentation upon request by the underwriter (Epic attachments)
- Document issuance including new/renewal policies, endorsements, certificates of insurance, binders, etc.
- Invoicing of new, renewal & endorsement documents (as required/backup)
- Completion of monthly bordereaux for various contracts (new & renewal)
- New business quote follow-ups
- Subjectivity follow-ups on new business
- Send out renewal questionnaires 90 days in advance of the expiry date, and follow up on a 60, 30 15-day basis as needed or required
- Provide exceptional customer service with respect to response time, product accuracy, and collaborative communication
- Adherence to all company policies, procedures, protocols, and directives
- Promotion of company culture based on respect, collaboration, and innovation

**REQUIREMENTS**:

- Preferred 3-5 years’ experience in an office and/or customer service role(s). Experience within the insurance industry, specifically the MGA space is an asset.
- Proficiency with MS Outlook, MS Word, MS Excel and insurance software (EPIC/Policy Works)
- High attention to detail
- Knowledge and understanding of insurance industry terminology
- Self-starter with excellent communication (written & oral) and organizational skills.
- Excellent interpersonal/relationship building skills and team-oriented mindset
- College and/or High School Diploma
- Insurance designation preferred (CIP, CAIB, FCIP, CRM, R.I.B.O., etc.) or enrolled in a program working towards completion is an asset.
- TriPoint is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs._

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Mississauga, ON

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