Job Description

Insurance Advisor (Surety)
Full-time | Permanent
Burnaby, BC | Onsite
Salary: $55,000 - $70,000
Description
Our client is seeking a motivated and detail-oriented Surety Insurance Advisor to support a rapidly expanding client base of contractors and developers. This role blends document preparation, analytical support, client service, and coordination with surety markets. You will work closely with the VP, Surety, and the Surety Team, gaining exposure to a collaborative, fast-growing specialty practice within the company.
What You'll Be Doing
Prepare and issue various surety bonds, including bid, performance, labour & materials, maintenance, developer, and CMHC bonds.
Review bid documents, prepare sunshine letters, and support urgent tender requirements.
Assist with new bond facility submissions to surety markets by gathering and organizing required underwriting information.
Maintain accurate documentation and processing within EPIC and other internal systems.
Support the workflow of the Surety Team to deliver timely, high-quality service to existing and new clients.
Collaborate with Producers and the broader company construction team to provide coordinated advisory support.
Help identify client needs and contribute to practical, cost-effective solutions.
Participate in client discussions regarding bonding requirements and documentation.
Learn to interpret contractor and developer financial information, including financial statements, working capital, net worth, and WIP schedules.
Assist in preparing underwriting summaries and supporting documentation for market submission.
Identify information gaps and work with internal teams or clients to complete requirements.
Share knowledge and build internal expertise within the Surety Team.
Ensure compliance with company standards in file handling, documentation, and correspondence.
What You Must Have
Level 2 General Insurance License
2-8 years of experience in commercial insurance
Strong attention to detail and accuracy in document preparation
Proficiency in Microsoft Office and ability to quickly learn proprietary systems
Excellent interpersonal and communication skills with a client-focused approach
Proven organizational skills and ability to manage multiple deadlines
Analytical mindset and willingness to learn surety underwriting concepts
What Will Make You Stand Out
Industry designations (CIP, CAIB, CRM, General Insurance & Risk Management Diploma - BCIT)
Education or experience in finance, accounting, commercial insurance, or construction administration
Experience with EPIC, Policy Works, CSR24, or similar systems
Why Join the Team
Our client is dedicated to developing its people. They offer hands-on coaching, mentorship, and robust sales training to support your success and long-term career growth. The company provides diverse opportunities and a rewarding career path within the insurance industry and beyond.
Who Will Excel in This Role
Self-starters with a strong sense of urgency and motivation
Individuals who thrive in a fast-paced environment
Team players who enjoy collaborating and providing exceptional client service
People with an analytical mindset who enjoy learning new concepts and systems
Salary & Perks
Salary: $55,000 - $70,000
Company-matching RRSP contributions
Tuition financing and career-related training and development
Customizable flexible benefits for you and your family
Mental and physical wellness initiatives
A positive, collaborative, and team-oriented workplace
Ongoing personal and professional development opportunities
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Skills Required