UW Asst (Comm Prop or Auto)

Out of Scope 
Permanent, Full-Time
Location: Calgary or Edmonton

Work Location:  This role is eligible for hybrid – this means you’ll have the flexibility of working from home and in the office (in either Calgary or Edmonton), on a scheduled rotation once training requirements have been met. Until then, the successful incumbent will be expected to work on-site, full-time. 

The successful candidate will be responsible for processing insurance policies; reviewing, evaluating and determining insurability for routine renewal insurance applications; and providing administrative support to the underwriting team.

KEY ACCOUNTABILITIES

Note: This section is not intended to be an exhaustive list of duties and responsibilities – other duties and responsibilities may be assigned.

Policy Processing

• Processes new/renewal applications, revisions, cancellations and quotes with a mix of processing simple new business and servicing existing policies.

• Calculates premiums, ensuring that appropriate rates are used and that applicable discounts and surcharges are applied.

• Ensures that product and customer service levels are maintained.

Insurance Underwriting

• Reviews and evaluates routine renewal applications and/or revisions to confirm the nature and degree of risk involved.

• Acquires further information on applications (and the risks involved) when necessary.

• Determines whether to accept, modify or escalate risks.

• Places business within the rules and restrictions of subscription, reinsurance and legislative guidelines.

Broker Relationships

• Explains underwriting criteria and decisions to brokers (verbally and/or in writing).

• Develops and maintains working relationships with brokers to generate a flow of profitable business and provide assistance in resolving any service matters.

• Promotes and sells supporting products to brokers.

• Negotiates conditions, premiums and limitations for routine renewal policies to balance business needs and underwriting guidelines in limited situations (in applicable positions only).

Administrative Support

• Reviews and dispatches underwriting submissions.

• Maintains filing systems.

• Provides administrative support to the underwriting team.

Leadership

• Actively contributes to and supports a culture of a high performing workforce.

• Participates in divisional succession plans, ensuring ongoing professional and career development and supports development in others.

• Supports a culture of leadership and accountability to effectively deliver on strategic and corporate strategies.

• Is actively committed to leadership development across the company, supporting team and workforce readiness through mentoring, training and developmental opportunities.

Corporate Management

• Enables the success of programs and policies that are in alignment with corporate, strategic and divisional strategies. 

• Manages risk in area of authority.

• Ensures that the Health, Safety and Emergency Management Policy is applied in area of responsibility.

EDUCATION & EXPERIENCE

• A one-year certificate from an accredited post-secondary education institution in a relevant field of study such Business and specializing in insurance and risk management

• 1 – 2 years’ directly related experience.

KNOWLEDGE, SKILLS & ABILITIES

• Knowledge of office procedures and office equipment.

• Knowledge of computers and Microsoft Word and Excel.

• Knowledge of underwriting procedures. 

• Knowledge of the principles and practice of insurance.

BEHAVIOURAL COMPETENCIES

Leader Level 2 – Applies (Self & Others) 

• Accountability - Goes Beyond Basic Expectations to Implement Customer/Partner Focused Solutions 

• Business Acumen - Applies Business Fundamentals and Thinks in Future-Oriented Terms 

• Change Agility - Is Nimble; Shifts Gears Quickly and Comfortably 

• Leadership - Leads Self and Others 

Diversity is a cornerstone of SGI. We believe all candidates should be given the opportunity to fully participate during the recruitment process. If you require an accommodation during the recruitment process, we invite you to submit your accommodation requests to us at [email protected] and we will work through your request with you. All information received will be kept confidential. 

Posting Close Date: