Big Enough to Serve You

Small enough to know you

JOB-BORN Executive Search Inc. is a recruiting firm that specializes in the Insurance industry.

Underwriting Assistant –New Business

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Job Type
Direct Hire
May 08, 2014
Job ID
DEPARTMENT:                                  Personal Lines Sales
REPORTING RELATIONSHIP:        Training Supervisor
JOB SUMMARY: The incumbent will provide administrative support to the other members of the team (New Business Team Leader and Account Executives) and thereby to clients purchasing vehicle and/or habitational policies.
  • Working closely with the New Business Underwriter and Account Executives:
  • check applications for accuracy, missing consent forms, ownerships, RCT’s, HIT’s, signatures etc.; gather & complete App with information if incomplete
  • Setting up new customers screens
  • Setting up of new applications including attachments
  • Entering additional info from completed applications
  • Preparing certificates of insurance, binders, and liability certificates
  • Invoicing and preparing letters to clients
  • Preparing correspondence to insurance companies
  • Setting and reviewing suspense’s according to the relevant task
  • Performing uploads to Insurer web-sites or portals
  • Download and distribute the Ez-leads enquiries
  • Document when quotes and applications are received from Account Executives, as required
  • Create weekly list of new business applications and send to the Life/Health division for cross-sell opportunities
  • Continue to set up suspense for first and second temporary liability certificates; third temporary liability certificate to be prepared and sent by the Account Administrator in Select or Sterling.
  • College-level education in business or a related field
  • General insurance experience with a major insurance companies
  • Experience navigating and uploading to major insurance portals/websites required
  • Must be able to work under pressure in a fast paced environment.
  • Excellent communication skills in English
  • Organized, assertive, detail-focussed, able to take directions & make decisions. 
  • Good computer skills a must
  • $34,000 per year; preium-paid benefits ater 6 month probation
  • $38,000 upon attainment of RIBO license