Underwriting Assistant, Trade Credit - Ottawa, Canada - Intact

Intact

Verified Company

Ottawa, Canada

1 day ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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

This is a hybrid role out of our office in Ottawa, Ontario.

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 valueadded 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 (written and verbal)
Strong Excel and data analysis skills
Effective notetaking 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 employeeled 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.