RAISE Underwriting is an independently owned, Canadian Managing General Agent (MGA), dedicated to being an industry-leading supplier of risk insurance and surety products through transparency, honesty, and integrity.
JOB RESPONSIBILITIES
- Conduct financial analysis and analyze existing data and reports to find areas of improvement
- Create ad hoc reports and perform miscellaneous projects, as needed
- Develop and maintain effective relationships with departments to facilitate the planning/reporting process.
- Work closely with the underwriting team to ensure that account management expectations are met
- Accurate and timely preparation of account security documents
- Review active files to ensure all essential underwriting and security information is current and updated
- Setup up new account files in underwriting/accounting system
- Invoice all fees, bonds/policies and endorsements in accounting system
- Ensure all correspondence and underwriting information is properly filed
- Process contract status reports on a monthly basis
- Follow-up with brokers for outstanding bonds and underwriting information
- Other ad hoc tasks and reporting as requested
EDUCATION, EXPERIENCE, AND QUALIFICATIONS
- Minimum of two years of relevant experience
- Bachelor’s degree in accounting, finance, or a related field
- Strong analytical ability, very well organized and rigorous
- Prior experience with Applied/EPIC is an asset
- Must be technologically savvy and data-driven, including proficiency in Excel
- Commitment to ongoing learning and professional development including insurance courses and certifications
JOB PERKS
- Competitive compensation package
- Paid vacation and personal time
- Health benefits
- Ongoing career development and training
APPLICATIONS
This posting is for a replacement position at RAISE. The salary range for this position is $65,000 – $75,000.
While we may use artificial intelligence to help review and assess applications, every stage of our hiring process is guided by personal interaction and the trust we build with each candidate.