Personal Lines Data Entry and Underwriting Assistant

7 months ago

Portage la Prairie, Canada Portage Mutual Insurance Full time

About Portage Mutual
Portage Mutual Insurance is a trusted national property and casualty mutual insurance company. We have been owned by our policyholders since 1884 and proudly serve their interests by offering competitive home, automobile, commercial and farm insurance products. Portage Mutual has office locations in Edmonton (AB), Portage la Prairie (MB), St. Catharines (ON) and Bedford (NS) with products being 100% distributed by brokers across Canada. We greatly value our relationships with policyholders and brokers.

People at Portage Mutual
Working at Portage Mutual allows you to learn, grow and develop while collaborating with experienced and committed colleagues. We support hybrid work arrangements while continuing to build diverse teams and a culture of inclusivity. We are growing and offer resources to empower both individual and team success. We are proud of the communities we serve and are rooted in making positive impacts within them.

**What You’ll Do**:
The Personal Lines Data Entry & Underwriting Assistant is responsible for supporting underwriting on risk analysis, premium calculation and entry of information into the policy system. You will assist with responding to inquiries from brokers and policyholders. The individual may collaborate with cross-functional teams and behaviors are modelled in a manner consistent with company values.

**Responsibilities**:

- Requesting inspections in accordance with company policies and procedures.
- Preparing related correspondences and maintaining supporting documentation as required.
- Assist in answering inquiries and responding to brokers through verbal and written correspondence.
- Assist in guiding and directing brokers on the use of the policy and billing information technology system.
- Assist in developing and maintaining relationships with brokers to develop and maintain a stable and profitable book of business.
- Assisting colleagues with special projects or other work as assigned.

**Requirements**:

- Demonstrated knowledge of MS Office Suite (Word, Excel, Outlook, Teams).
- Ability to work independently and collaborate effectively in a team environment in required.
- Adaptable and continuous improvement mind-set is required.
- Experience with administration duties or underwriting is preferred.
- Post-secondary certificate is preferred (or an equivalent of industry experience).

**What We Offer**:

- Hybrid Work Arrangements
- Learn, Grow and Development Opportunities
- Competitive Compensation Package of Salary plus an Incentive Plan
- 24/7 Employee and Family Assistance Program
- Health, Dental, Critical Illness and Group Life Insurance Coverage
- Defined Contribution Company Pension Plan
- Paid Personal Days in addition to Vacation Time

If you have the qualifications we are seeking and would thrive in a work environment where you are valued and respected, please apply. We thank you for your interest in Portage Mutual Insurance, however, only those selected for an interview will be contacted. (No agencies please).

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