Underwriting Assistant - Long-Haul Trucking (AB)

Job summary

Provides administrative support to the long-haul trucking underwriting team, ensuring policies are issued within service standards with the correct wordings, schedules, and certificates. Verifies broker-issued insurance certificates, tracks quote requests, assists with quote pre-selection and exposure summaries, and prepares worksheets, reports, correspondence, and other team materials.

Job details

About Us Echelon Insurance provides Personal and Commercial Specialty Insurance solutions to protect Canadian families and businesses across Canada, through our trusted network of Broker partners. Echelon is a member of the CAA Club Group of Companies, and is an equal opportunity employer who offers a professional environment that champions collaboration, trust, and growth to drive success. We cultivate a great working dynamic to help us deliver what is best for our associates, Brokers, and Customers. Who We Are Are you ready to join an award-winning, purpose-driven culture? Welcome to the CAA Club Group of Companies (CCG), where purpose leads to passion! At CCG, we are committed to delivering an exceptional Associate experience. We offer: Work-life harmony with access to an award-winning holistic wellness program, Continuous learning through our robust corporate curriculum and education reimbursement program, Incredible rewards, travel incentives, and product and service discounts, Pay-for-performance and best-in-class recognition programs, and Competitive benefits that include a defined contribution plan, personal spending account, and so much more. Join our growing team where everyone belongs! Position Details What You Will Do Reporting to the Manager, Long Haul Trucking, the Underwriting Assistant is responsible for providing administrative support to the underwriting team. Ensure all policies are issued within service standards with the appropriate wordings, schedules, and certificates attached Verification of insurance certificates issued by our brokers. Communicate directly with brokers to track current quote requests. Assist underwriters with the pre-selection of quotes and summarize basic exposures. Completion of worksheets Gather and review information for monthly activity reports Review, prepare, create, request and send incoming and outgoing mail, reports and forms Other assigned duties, including managing the team's inbox Please note, salary range is not inclusive of total compensation. The expected salary range for this position will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. Candidates with salary expectations outside of the range are encouraged to apply. Who You Are Post-secondary education Interest in CIP program 1-3 years of experience in a similar position Excellent communication skills, both written and verbal and strong interpersonal skills Excellent customer service skills Ability to work in an environment fostering teamwork Ability to thrive in a highly structured, detail oriented environment. Please note that we may use AI tools to help us through the recruitment process. Our Commitment We are an equal opportunity employer and are committed to providing employment accommodation in accordance with all applicable Provincial Human Rights and Accessibility Legislation. CCG will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet your needs.

What you’ll do

Provides administrative support to the long-haul trucking underwriting team, ensuring policies are issued within service standards with the correct wordings, schedules, and certificates. Verifies broker-issued insurance certificates, tracks quote requests, assists with quote pre-selection and exposure summaries, and prepares worksheets, reports, correspondence, and other team materials.

Requirements

Requires post-secondary education, 1–3 years of experience in a similar position, and an interest in the CIP program. Candidates should have strong communication, interpersonal, and customer service skills, work well in a team, and thrive in a structured, detail-oriented environment.

Benefits

• Holistic Wellness Program
• Continuous Learning
• Education Reimbursement
• Rewards And Travel Incentives
• Product And Service Discounts
• Pay-For-Performance And Recognition Programs
• Defined Contribution Plan
• Personal Spending Account

Listed skills

• Customer service · Preferred
• Teamwork · Preferred
• document preparation · Preferred
• written communication · Preferred
• interpersonal skills · Preferred
• Attention to detail · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Policy Administration
• Insurance Certificate Verification
• Broker Communication
• Quote Tracking
• Quote Pre-Selection
• Exposure Summarization
• Worksheet Completion
• Activity Reporting
• Document Preparation
• Written Communication
• Verbal Communication
• Interpersonal Skills
• Customer Service
• Teamwork
• Attention To Detail
• Inbox Management

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support
• Transportation

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