Underwriting Assistant (6 Month Contract)

What the day will look like

The Underwriting Assistant supports the underwriting team by reviewing incoming submissions, preparing files for underwriter review, entering and maintaining client information in insurer portals and internal systems, and producing policy documentation and reporting. This role demands strong attention to detail, accurate data entry and reconciliation, and the ability to prioritize several tasks while offering responsive service to brokers and internal collaborators.

The Underwriting Assistant is responsible for processing new business applications, policy changes, and cancellations through insurer portals, while supporting underwriting, rating. The role also includes obtaining required reports and maintaining complete and accurate client records in internal policy management systems.

Review and process new business applications, policy change requests, and cancellations in insurer portals.
Follow up via email with brokers and internal partners to obtain outstanding information required to complete processing.
Obtain supporting documents such as payment schedules and loss runs from insurer portals for broker requests.
Advise brokers of quote and premium differences and support communication of underwriting requirements.
Enter and maintain accurate client and policy information in internal policy management systems, including Xpress and Xuber.
Prepare declaration pages, policy documents, bordereaux, aggregate reports, and reconciliation files as required.
Develop working knowledge of insurer portal requirements.
Maintain quality control standards by reviewing work for completeness, accuracy, and adherence to service level expectations.
Call out complex issues, complaints, or exceptions to the appropriate team lead or manager.
Support additional administrative tasks and special projects as assigned.

Skills and experience that will lead to success

Post-secondary education in accounting, finance, business, or a related field is considered an asset.
Experience supporting administrative processes and data management with a strong focus on accuracy, efficiency, and attention to detail.
Proficiency in Microsoft Office applications, including Word, Excel, and Outlook.
Strong organisational and prioritisation skills, with the ability to manage multiple tasks and adapt to changing business needs.
Excellent customer service and communication skills, with a commitment to supporting brokers, colleagues, and clients.
Ability to quickly learn new systems, processes, and technical insurance concepts.
Demonstrated accountability, initiative, and a collaborative approach to achieving team goals.
Adaptability and resilience, with the ability to thrive in a dynamic, fast-paced environment.
Working knowledge of commercial insurance products, coverages, and underwriting processes is an asset.
Experience using insurer portals or policy administration systems, including Xpress and Xuber, is preferred.
Experience preparing bordereaux, aggregate reports, or completing premium and financial reconciliations is considered an asset.
Additional coursework, certifications, or training in accounting, finance, or a related field is an advantage.