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Location

Ottawa, ON | Canada

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Job description

Our Client is looking for a dynamic individual to support their Surety team in their Ottawa office. 

Essential Job Functions

- Meet with clients to gather updates, discuss their needs, and provide input as necessary to maximize their surety arrangement
- Interact with underwriting staff to negotiate favourable terms for the client while meeting deadlines
- Analyze accountant-prepared and client-prepared financial statements and interpret accordingly
- Data entry for issuance of surety bonds
- Prepare and issue any required paperwork and external correspondence
- Provide support to management in both existing and new client meetings/communications
- Ensure customer service expectations of the team are consistently met
- Prepare invoices and maintain financial files
- Assist with the training and mentoring process of other team members
- Represent the company and attend industry-related social events from time to time
- Perform other related administrative duties including assistance in premium collection
- Prospecting and special projects, as required

Qualifications & Experience

- Must be RIBO licensed, or willing to work towards the license (enrollment within 3 months; completion within 6 months)
- Three (3) to Five (5) years of experience
- Ideal candidate would have either banking, surety, and/or financial analysis background
- Bilingual candidate is preferred
- Post-secondary education in a financial or business-related field is an asset
- Experience in similar role is an asset

Job Specific & Technical Skills

- Proficiency in MS Office, namely Outlook, Word and Excel
- Effective verbal and written communication skills
- Excellent organizational and time management skills with the ability to prioritize tasks
- Self-motivation with ability to problem-solve with limited supervision
- Ability to work independently and as a team member
- Proficiency to analyze information and make recommendations/decisions with information provided
- Flexibility to work in a fast-paced and dynamic environment with changing priorities
- Accurate data entry skills

To apply, please send your updated resume to:

Rachel Hoevenaars CIP CRM
VP Underwriting and Risk Management
My Insurance Recruiter
[email protected]

Job Reference #JOS000000473

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Job tags

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Salary