Assistant Underwriter, Surety

Liberty Mutual Canada

. Perform analytical evaluations of financial statements and analyze work-in-progress data.

Posted 11/7/2026full-timeMontreal • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, underwriting processes, and client relationship management while ensuring compliance with regulations and optimizing workflows. Proficient in risk assessment and developing strategies for high-risk accounts to achieve business objectives.

Highest-signal resume keywords

Financial Statement AnalysisUnderwriting Surety TransactionsClient Relationship ManagementRisk Assessment and ManagementCompliance with Regulations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisUnderwritingRisk ProfilingAccounting ManagementWorkflow OptimizationMarket AnalysisSurety Coverage EvaluationData AnalysisProblem-SolvingTime Management

Soft Skills

Interpersonal SkillsCommunication SkillsCollaborationDetail-OrientedSelf-Directed

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook

Industry Keywords

SuretyFinancial UnderwritingCommercial Credit UnderwritingBusiness DevelopmentRisk Appetite

Tech Stack

Tools & technologies

FluxVue.js

About the role

Key responsibilities & impact

Perform analytical evaluations of financial statements and analyze work-in-progress data.
Determine underwriting positions and monitor the current and historical financial condition of risks.
Recommend, implement, and monitor milestones and exit strategies for high-risk accounts.
Monitor and manage an existing book of business from an underwriting perspective.
Evaluate the qualitative characteristics of new and existing business and make recommendations regarding authority limits.
Review, analyze, and manage underwriting, accounting, and workflow matters.
Initiate, lead, and underwrite surety transactions.
Analyze exposures and determine appropriate surety coverage and terms.
Meet with clients, solicit business and submissions, and advise them on Liberty Mutual Surety’s policies, procedures, risk appetite, and requirements.
Develop and maintain client relationships and oversee a surety book of business.
Achieve production, marketing, and profitability objectives and contribute to business development.
Participate in meetings with clients, brokers, and markets, as well as stakeholder meetings.
Ensure compliance with applicable laws, regulations, policies, procedures, and guidelines.
Follow underwriting standards and best practices to minimize risk.
Collaborate across the country and across functions within Liberty Mutual Canada and identify cross-selling opportunities.
Participate in market analysis and the development of underwriting policies and guidelines.
Use risk-profiling and pricing tools.
Prepare and implement instructions for workflow, accounting, and billing management.
Complete special projects and optimize workflows and the management of accounting and billing matters.

Requirements

What you’ll need

Bachelor’s degree or equivalent, ideally in finance or accounting.
Experience in financial or commercial credit underwriting is an asset.
Mature and confident, with the ability to interact with clients, business partners, and senior-level colleagues.
Strong problem-solving, marketing, and account-management skills.
Detail-oriented, with the ability to manage time and prioritize multiple tasks in a fast-paced environment.
Ability to work independently and manage multiple tasks simultaneously, while being comfortable interacting with people in small groups and social settings.
Strong understanding and knowledge of economics, politics, and current affairs.
Strong computer skills, particularly in Word, Excel, PowerPoint, and Outlook.
Strong numerical, writing, and technology skills, while maintaining a broad perspective.
Demonstrated strong collaboration and teamwork skills.
Ambitious and self-directed.
Strong interpersonal and communication skills.

Benefits

Comp & perks

A leading flexible work environment (combining in-office and remote work) that helps employees achieve a healthy work-life balance
A competitive health and dental benefits plan
One of the market’s leading retirement plans
A competitive time-off policy
External training and tuition reimbursement programs
Employee and family assistance programs
Opportunities to get involved and become a member of one of our national employee committees: corporate social responsibility, employee engagement, and diversity, equity, and inclusion