Underwriting Assistant

We are hiring Underwriting Assistants based in Markham, Ontario

The Role

Working under supervision, the Underwriting Assistant is responsible for providing support to the underwriting team and our broker clients.

The Underwriting Assistant is responsible for providing administrative support to assigned underwriting files in accordance with established guidelines and business objectives in the achievement of national standards for data quality and service levels.

Job Responsibilities

  • Perform data entry activities in a fast-paced environment.

  • Assist with customer and broker inquiries

  • Triage incoming risks and assign to underwriters

  • Enter simple risks into various company and/or internal rating portals

  • Support the review and issuance of endorsements and certificates

  • Notify brokers of upcoming renewals

  • Provide administrative and clerical support to assigned underwriting files.

  • Prepare files for underwriting review and attaching any required underwriting documentation.

  • Maintain all electronic and paper filing for assigned underwriting files.

  • Process internal and other correspondences and requests received from the  underwriters

  • Respond to client service requests and gather relevant information to allow for quick and accurate processing of inquiries.

  • Identify, and verify policy errors and notify the appropriate parties.

  • Process internal and other correspondences and requests received by the underwriting department

  • Assist in the timely issuance of binders and policies as well as the timely collection of premium

  • Enter and maintain risk information into the various information systems and administer the accounts


  • High School diploma

  • Post-secondary education an asset

  • Working towards a professional designation CIP or CRM

  • Strong technical/computer skills

  • Demonstrated customer service skills.

  • Ability to prioritize daily tasks and multi-task.

  • Demonstrated strong verbal and written communication skills.

  • Demonstrated strong analytical skills and attention to detail.

  • Ability to organize and prioritize work assignments

  • Ability to evaluate simple problems and develop solutions within underwriting guidelines.

  • Ability to work as a member of a team; good interpersonal skills.

  • Ability to work with minimal supervision, but able to accept direction.

  • Accurate and detail oriented.

  • Goal and results oriented.

  • Ability to work well under pressure.

  • Experience working in TAM and PolicyWorks is an asset

 Customer Service Skills:

  • Demonstrated track record of customer service orientation and proven ability to foster strong business relationships

  • Comfortable communicating with clients (in person, email, and telephone inquiries.)

  • Answer telephones promptly and courteously.

  • Provide quotes and answer policy coverage questions in an efficient, professional and friendly manner.

  • Follow up with clients’ needs in a timely manner.

  • Maintain good relationships with broker clients.


  • Competitive compensation, bonus and benefits package is offered. 

Apply Now

Please send your resume to careers@excessunderwriting.ca