Job Description

Group Benefit Underwriting Assistant

Who we are

We're a Kelowna based Third Party Administrator/Payor (TPA/TPP) improving the health benefits experience for employers, insurers and, well, everybody! Our team leverages digital-focused strategies to provide members with fast, easy and thoughtful benefits experiences. To put it simply, we provide group benefits plans, but we're a technology company first. Our team embraces autonomy, complexity and a connection between effort and reward as three qualities that foster a truly satisfying career and strive to separate ourselves from the corporate herd.

What we're looking for

We're looking for a Group Benefits Underwriting Assistant to work full-time as part of our insurance team. This role is a key resource in supporting the Underwriting Team and Sales Team in meeting the needs of clients and other stakeholders.

Who you are

You're organized, detail-oriented, and great at keeping things on track. You work well with others, stay cool under pressure, and like finding ways to make things run better. If you are interested in making insurance your career path, this is the perfect opportunity for growth.

What you'll do

As part of the Underwriting Support Team, you will play a key role in ensuring efficient operations and timely processing of group insurance quotes and renewals. Your responsibilities will include:

Preparing proposal documents in alignment with underwriting guidelines. Maintaining organized and up-to-date filing systems for quotes and renewals. Pre-screening RTQ (Request to Quote) files to ensure quote packages are complete and ready for underwriting decisions. Assigning workflows to the Underwriting Team using the quote tracker and established email filing protocols. Providing reporting and administrative support to Sales Representatives, Underwriters, and the Service Team. Maintaining the Master Group List and other internal tracking reports. Assisting with renewal preparation to support timely processing and delivery. Distributing monthly New Business reports to carrier partners. Handling ad-hoc tasks and special projects to support the broader Underwriting Team.

What you need:

Minimum 1 year experience in Group Underwriting Support or related Insurance Role Strong organizational and time management skills Attention to detail and a proactive mindset Comfort working with spreadsheets, trackers, and reporting tools Clear communication skills and a team-first attitude Ability to manage multiple tasks and shift priorities when needed Willingness to learn and grow within the role

What we can offer

Group Benefits Plan Growth Opportunities Hybrid - 3 Days per week in Simply Benefits East Office Competitive Salary Job Type: Full-time, Permanent

Schedule:

8 hour shift Monday to Friday No weekends

Location:

Ayr Ontario
Job Type: Full-time

Pay: $50,000.00-$53,000.00 per year

Benefits:

Casual dress Company events Dental care Disability insurance Employee assistance program Extended health care Life insurance On-site parking Paid time off Wellness program
Ability to commute/relocate:

Ayr, ON: reliably commute or plan to relocate before starting work (required)
Experience:

Group Benefits Underwriting: 1 year (required)
Work Location: Hybrid remote in Ayr, ON