Commercial Underwriting Support & Account Executive
Burnaby Hybrid Part-Time Contract
Our client is a dynamic and highly respected specialty underwriting firm that partners with brokers across Canada to deliver tailored insurance solutions. Known for their innovative underwriting approach and deep industry expertise they have earned a reputation for precision responsiveness and exceptional broker relationships. Their mission is rooted in collaboration trust and service excellenceempowering brokers to succeed while maintaining integrity and client-first values in everything they do.
This role offers a unique opportunity to be part of a growing organization that values initiative attention to detail and teamwork. Youll work closely with senior leadership in a hybrid capacity contributing directly to business development and underwriting operations in a supportive high-performance environment.
This is a part-time opportunity for approximately 3 days a week on a 24 month contract with the possibility of extension.
As the Commercial Underwriting Support & Account Executive you will play a pivotal role in supporting the Chief Underwriting Officer (CUO) while managing essential administrative and account servicing functions. Your responsibilities will include:
Underwriting & Operational Support (Approx. 50%)
Documentation & File Management: Maintain accurate and organized client files in Applied EPIC ensuring all documentationincluding applications binders endorsements and policiesis complete and properly stored.
Correspondence: Prepare proofread and format professional communications quotes and policies to uphold the firms high standards of accuracy and presentation.
Workflow Coordination: Manage calendars schedule internal and client meetings and coordinate travel arrangements to optimize the CUOs efficiency.
Billing & Accounting Support: Assist with accounts receivable and payable tasks manage financing arrangements and follow up on outstanding premiums.
Associate Account Executive & Service Support (Approx. 50%)
Client Service: Provide exceptional service by acting as a secondary point of contact for brokers processing endorsements and cancellations and supporting claims submissions.
Renewal Support: Collaborate with the CUO to manage the renewal process gather updated client information and quote renewal business as needed.
Policy & Data Management: Create and manage quotes and policies in PolicyWorks for binder business maintain the underwriting submission and renewal logs and ensure data accuracy across systems.
Collaboration: Work closely with underwriters and brokers to ensure seamless operations and timely delivery of client solutions.
To succeed in this role candidates should demonstrate the following:
Education & Experience:
A minimum of 35 years of experience in a commercial lines insurance brokerage MGA or company environment.
Previous experience in a Commercial Broker or Underwriter role.
Technical Skills:
Proficiency in Microsoft Office Suite (Word Excel PowerPoint Outlook).
Experience with Applied EPIC and PolicyWorks or other industry-specific software is a strong asset.
Key Competencies:
Exceptional organizational and time management skills with the ability to manage multiple priorities.
Strong written and verbal communication skills and high attention to detail.
A proactive service-oriented mindset with the ability to anticipate needs and take initiative.
Collaborative approach with a commitment to accuracy accountability and continuous improvement.
Please submit your resume directly to Alana Tarchuk via email at referencing Job ID: 80704
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Required Experience:
IC