RAISING THE BAR

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
Solid 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 perks
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.

📌 Financial Analyst, Contract Surety Toronto (Canada)
🏢 RAISE Underwriting
📍 Canada