Position:Underwriting Technical Assistant Category:



Richmond Hill

Branch Name:MississaugaDress Code:
Branch Phone:(905) 5688828Job ID:5119
Pay Info:Order Type:DH

Working effectively and efficiently in policy processing and other related duties with Dynamic Underwriting Team in an established MGA

Job Duties:

• Liaison between brokers & underwriters regarding commercial applications & quote submissions
• Issue new & renewal insurance policies for commercial lines
• Review claims history & prepare data for Underwriters
• Enter policy information into Underwriting Management System (TUW)
• Perform billing functions
• Prepare and distribute policy documents
• Reconcile accounts
• Perform other administrative duties as required (scanning documents, email preparation, mailing documents)
• Prepare Certificates of Insurance
• Assist in Claims Data processing and handling


• Minimum of 1-2 years in a similar role
• Excellent computer skills in Microsoft Suite (Word, Excel, Outlook, PowerPoint)
• Experience working on a Broker Software / Insurance Policy Management Systems an asset
• Ability to work independently as well as with a team
• Strong attention to detail
• Ability to organize and prioritize work effectively
• Excellent oral and written communications skills
• TAM, TBW or TUW, and PolicyWorks experience or the ability to learn quickly
• Service Oriented
• Problem Solver
• Takes on the initiative and has a ‘can-do’ attitude
• Personable, friendly, outgoing, positive attitude and strong work ethic
• Candidate must enjoy a dynamic, changing and high paced working environment