Financial Analyst, Contract Surety

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
• Set up new account files in underwriting/accounting system
• Invoice all fees, bonds/policies and endorsements in accounting system <...