Underwriting Technical Assistant

Description:

Echelon Insurance, a member of the CAA Club Group family, is seeking a Technical Assistant to join its commercial underwriting team in Montreal. This position supports underwriters with administrative tasks that are essential to efficient, high-quality underwriting service delivery to brokers and clients.

As part of a reputable Canadian insurer offering specialized solutions to both individuals and businesses, the successful candidate will enjoy a collaborative, growth-focused environment committed to work-life balance and professional development.

Key Responsibilities:

• Provide administrative support to the underwriting team by processing new policies, endorsements, and renewals.

• Issue endorsements and review insurance certificates within established service standards.

• Maintain files and document management to ensure up-to-date and accurate underwriting records.

• Communicate directly with brokers to follow up on ongoing underwriting requests and ensure timely processing.

• Assist underwriters in gathering data for pre-screening submissions and summarizing key exposures.

• Compile and review data for monthly reconciliation reports.

• Prepare, review, and send correspondence, reports, and forms as required.

• Perform filing and additional administrative duties as assigned.

Required Qualifications:

• High school diploma (secondary education); post-secondary education is an asset.

• Interest in pursuing CIP (PAA in French) designation is considered an advantage.

• 1–3 years of experience in a similar administrative or insurance support role.

• Exceptional customer service skills.

• Strong attention to detail and ability to perform in a structured, deadline-driven environment.

• Excellent time management and organizational skills.

Employee Benefits & Work Culture:

• Award-winning workplace culture centered on purpose and collaboration.

• Holistic wellness programs supporting work-life balance.

• Internal training programs and tuition reimbursement.

• Competitive rewards and performance-based recognition.

• Defined contribution pension plan and personal spending accounts.

• Discounts on products and services, travel incentives, and more.