Jr. Underwriting Assistant to perform Salesforce data entry for a major insurance client - 2564

Position: Jr. Underwriting Assistant to perform Salesforce data entry for a major insurance client - 2564

Duration: 6 months with possible extension

Location: Hybrid Markham

Must Haves:

• 2+ yrs Data Entry experience
• Advanced MS Excel/Office Suite
• Insurance exp

Nice to Haves:

• Salesforce CRM

Accountabilities

• You are responsible for delivering superior quality commitments and fostering a One Stop
• Shop environment for our broker partners.
• You will service our broker partners' needs in a timely and informed manner. Broker connection

should constantly be challenging status quo to ultimately provide premier underwriting service.

• You will have an opportunity to strongly influence the results of the Broker Survey. Dedicated
• steps taken throughout the year will contribute to a successful outcome of this survey.
• You are committed to exhibiting a high degree of integrity when representing Broker and
• while dealing team members and the leadership team.
• There will be a focus on service for our existing book of business and support to maintain our

service level agreements

• Data entry for New Business, creating Salesforce accounts, creating portal submissions,
• documentation within new submissions
• Maintenance of new business trackers and ensuring a high level of data accuracy
• Processing new business binds, ensuring proper storage of documentation and communication,
• following up on outstanding risk items
• Ordering MVR, Auto+ and Hits reports for the business
• Completing risk follow ups with our broker partners and adhering to our abeyance system
• framework
• Working closely with leadership on work distribution, triage and SLA data builds