Underwriting Assistant (PL)
Core
Support underwriters in processing and issuing insurance policy documents, managing renewals, and maintaining accurate records for the DUAE division.
Role type
Underwriting Assistant (Insurance)
Builds
Insurance policy documents, Certificates of Insurance, bind confirmations, and renewal referrals
Domain
Insurance / Underwriting
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Customer service, administration, insurance knowledge, document processing, data entry, quote amendment, file review, record maintenance, Microsoft Office (Outlook, Word, Excel), office equipment operation
Preferred skills
Broker license (Level 1), insurance designations (CIP, CAIB), knowledge of Canadian legal structures
Technologies
Microsoft Office, Microsoft Teams, printers, scanners
Responsibilities
Process and issue documents with high accuracy, complete renewal pre-reviews, prepare Certificates of Insurance, research and resolve escalated underwriting issues, maintain electronic and hard copy records, coordinate with underwriting areas
Seniority
Junior, individual contributor