Underwriting Assistant - Toronto, Canada - Beazley Management Limited

Beazley Management Limited
Beazley Management Limited
Verified Company
Toronto, Canada

1 week ago

Sophia Lee

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Sophia Lee

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Description

General:

Job Title:
Underwriting Assistant


Division:
Beazley Digital

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Key Relationships:Underwriters, Brokers, Coverholders, and external clients and suppliers


Job Summary:

To assist the team in maintaining efficient underwriting operations processes and providing

customer service to clients.


Responsibilities:


Underwriting Support

  • Entering / updating policy information in the policy admin system
  • Gather information for new business and renewal quoting
  • Liaise with Broker queries
  • Data verification to ensure integrity and accuracy
  • Produce quote documentation
  • Filing quotes and declinatures, as required
  • Assist with risk analysis, consistent with underwriting guidelines
  • Confirm pricing and binding conditions are met
  • Issue new and renewal quotes, binders, and policies within company guidelines
  • Handle midterm account management activities
  • Attend underwriting training and meetings as appropriate
  • Help maintain team standards through supporting other underwriting assistants in achieving their service/quality levels and targets as required
  • Prepare, generate and issue policy documents as required
  • Comply with all legal and regulatory requirements to ensure obligations are met
  • Support the underwriters and team leader as required
  • Participate in adhoc project work periodically

Broker/Client Interaction

  • Serve as the first point of contact for customer inquiries during the account life cycle
  • Maintain and develop key relationships by responding to all client queries within 24hr SLA

Person Specifications:
This role requires someone result focused, self-motivated, flexible and enthusiastic.

This role would be ideal for somebody with a professional approach to interact successfully with other clients, building relationships and an ability to negotiate with both internal and external parties.


Skills and Abilities

  • Fluency in English and French
  • Demonstrated ability to build relationships with a wide range of stakeholders
  • Accurate and numerate
  • Computer skills good working knowledge of MS Office
  • Strong analytical skills with excellent attention to detail
  • Effective communication skills (written, verbal, active listening)
  • Ability to manage time, meet deadlines and prioritize
  • Capable and comfortable with high percentage of daily activities requiring data entry

Knowledge and Experience

  • Proven administrative experience, preferably within the insurance or financial services sectors
  • Proven background in accurate, high volume data entry
  • Underwriting Assistant experience is advantageous

Competencies

  • Achievement drive
  • Analytical thinking
  • Information seeking
  • Customer focus
  • Initiative
  • Collaborative
  • Problem solving
  • Detail oriented
  • Team working
  • Time management
  • Relationship development
  • Effective communication

Aptitude and Disposition

  • Result/outcome focused, selfmotivated, flexible and enthusiastic
  • Professional approach to interact successfully with managers/colleagues/external suppliers
  • Values continuous personal and professional development
As a Beazley employee, you are provided access to our fantastic array of benefits. We are committed to offering employees and their families a comprehensive benefits package.

Examples of some of our benefits include:

  • Lifestyle allowance
  • Commuting reimbursement
  • Inoffice lunch allowance
  • Six months parental leave
  • Sabbatical (after 10 years of service)
  • Retirement plan matching (varies by country)

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