Underwriting Assistant - Long-Haul Trucking (AB)
- Derwent, AB, Canada
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Job details
- Experience
- 1-3 years of experience in a similar position
- Posting language
- English
- Posted
Original job description
About Us
Echelon Insurance provides Personal and Commercial Specialty Insurance solutions to protect Canadian families and businesses across Canada, through our trusted network of Broker partners. Echelon is a member of the CAA Club Group of Companies, and is an equal opportunity employer who offers a professional environment that champions collaboration, trust, and growth to drive success. We cultivate a great working dynamic to help us deliver what is best for our associates, Brokers, and Customers.
Who we are
Are you ready to join an award-winning, purpose-driven culture? Welcome to the CAA Club Group of Companies (CCG), where purpose leads to passion!
At CCG, we are committed to delivering an exceptional Associate experience. We offer:
- Work-life harmony with access to an award-winning holistic wellness program,
- Continuous learning through our robust corporate curriculum and education reimbursement program,
- Incredible rewards, travel incentives, and product and service discounts,
- Pay-for-performance and best-in-class recognition programs, and
- Competitive benefits that include a defined contribution plan, personal spending account, and so much more.
Join our growing team where everyone belongs!
Position Details
What You Will Do Reporting to the Manager, Long Haul Trucking, the Underwriting Assistant is responsible for providing administrative support to the underwriting team.
- Ensure all policies are issued within service standards with the appropriate wordings, schedules, and certificates attached
- Verification of insurance certificates issued by our brokers.
- Communicate directly with brokers to track current quote requests.
- Assist underwriters with the pre-selection of quotes and summarize basic exposures.
- Completion of worksheets
- Gather and review information for monthly activity reports
- Review, prepare, create, request and send incoming and outgoing mail, reports and forms
- Other assigned duties, including managing the team's inbox
Please note, salary range is not inclusive of total compensation. The expected salary range for this position will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. Candidates with salary expectations outside of the range are encouraged to apply.
Who You Are
- Post-secondary education
- Interest in CIP program
- 1-3 years of experience in a similar position
- Excellent communication skills, both written and verbal and strong interpersonal skills
- Excellent customer service skills
- Ability to work in an environment fostering teamwork
- Ability to thrive in a highly structured, detail oriented environment.
Please note that we may use AI tools to help us through the recruitment process.
Our Commitment
We are an equal opportunity employer and are committed to providing employment accommodation in accordance with all applicable Provincial Human Rights and Accessibility Legislation. CCG will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet your needs.
More about this job
Responsibilities
The Underwriting Assistant at CAA Club Group will issue policies on time with the right documents, check insurance certificates sent by brokers, track quote requests with brokers and prepare worksheets and monthly reports for the underwriting team.
Requirements
Candidates need post-secondary education, 1-3 years of experience in a similar position, and excellent written and verbal communication and customer service skills. They must also work well in a team and thrive in a structured, detail-focused setting.
Skills
- Policy issuance
- Certificate of insurance verification
- Broker communication
- Quote tracking
- Worksheet preparation
- Monthly reporting
- Data gathering and review
- Correspondence management
- Shared inbox management
- Attention to detail
- Written communication
- Verbal communication
- Interpersonal skills
- Customer service
- Teamwork
- Organization
- Microsoft Excel
- Canadian Insurance Program (CIP) interest
Benefits
- Defined contribution plan
- Personal spending account
- Wellness program
- Education reimbursement
- Employee rewards and discounts
Categories
- Finance & Accounting
- Insurance
- Administrative
- Customer Service & Support
Keywords
- underwriting assistant
- insurance underwriting
- long haul trucking
- commercial insurance
- policy issuance
- certificate verification
- insurance broker
- quote tracking
- administrative support
- reporting
- CAA Club Group
- Echelon Insurance
- CIP
- customer service
- Alberta
- remote
Seniority
Entry level
Perks
- Tuition support
- Performance bonus
- Employee discount
- Wellness program
Tools
- Excel
Languages
- English