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Are you interested in joining a dynamic team of professionals? Achieve your career goals and more with RAISE. 

Contract Surety - Financial Analyst

RAISING THE BAR

RAISE Underwriting is an independently owned, Canadian Managing General Agent (MGA), dedicated to being an industry-leading supplier of risk insurance and surety products through transparency, honesty, and integrity.

JOB RESPONSIBILITIES

  • Conduct financial analysis and analyze existing data and reports to find areas of improvement
  • Create ad hoc reports and perform miscellaneous projects, as needed
  • Develop and maintain effective relationships with departments to facilitate the planning/reporting process.
  • Work closely with the underwriting team to ensure that account management expectations are met
  • Accurate and timely preparation of account security documents
  • Review active files to ensure all essential underwriting and security information is current and updated
  • Setup up new account files in underwriting/accounting system
  • Invoice all fees, bonds/policies and endorsements in accounting system
  • Ensure all correspondence and underwriting information is properly filed
  • Process contract status reports on a monthly basis
  • Follow-up with brokers for outstanding bonds and underwriting information
  • Other ad hoc tasks and reporting as requested

EDUCATION, EXPERIENCE, AND QUALIFICATIONS

  • Minimum of two years of relevant experience
  • Bachelor’s degree in accounting, finance, or a related field
  • Strong analytical ability, very well organized and rigorous
  • Prior experience with Applied/EPIC is an asset
  • Must be technologically savvy and data-driven, including proficiency in Excel
  • Commitment to ongoing learning and professional development including insurance courses and certifications

JOB PERKS

  • Competitive compensation package
  • Paid vacation and personal time
  • Health benefits
  • Ongoing professional development and training

JOB PERKS

We appreciate your interest in working with us, please forward your resume to lbrown@raiseuw.com

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RAISE Underwriting is an independent Canadian Managing General Agent (MGA) and a leading supplier of risk insurance and surety products.

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