Job Description

Masters Insurance (Ottawa) Limited - Job Posting

Position:  Surety Financial Analyst / Account Executive - Experience is not required, however candidate must have either accounting, banking, surety, and/or financial analysis background.

Employment Status:  Full-Time, Permanent 

Location:  Ottawa Office – 255 Michael Cowpland Drive, Unit 101-A, Kanata, ON, K2M 0M5


Job Summary

This position will support a dynamic Surety team in the Ottawa office. The successful candidate will assist in the management of the existing book of business.  In addition, the candidate will interpret financial statements while providing support to account managers, clients, and the management team.

By joining our Masters team, you will become part of a growing company that offers extensive training and frontline knowledge of the overall insurance industry.  We offer a competitive, salary-based, compensation package including group health and retirement benefits, with future advancement opportunities within our organization.  Choose a career with Masters Insurance Limited and take the first step toward creating a future that combines a diverse and challenging work environment with financial security and satisfaction. 


Essential Job Functions

  • Meet with clients to gather updates, discuss their needs, and provide input as necessary to maximize their surety arrangement
  • Interact with underwriting staff to negotiate favourable terms for the client while meeting deadlines
  • Analyze accountant-prepared and client-prepared financial statements and interpret accordingly
  • Issuance of surety bonds
  • Prepare and issue any required paperwork and external correspondence
  • Provide support to management in both existing and new client meetings/communications
  • Ensure customer service expectations of the team are consistently met
  • Prepare invoices and maintain financial files
  • Assist with the training and mentoring process of other team members
  • Represent the company and attend industry-related social events from time to time
  • Prospecting and special projects, as required


Qualifications & Experience

  • Must be RIBO licensed, or willing to work towards the license
    • enrollment within 3 months; completion within 6 months
  • Experience is not required, however candidate must have either accounting, banking, surety, and/or financial analysis background
  • Bilingual candidate is preferred
  • Post-secondary education in a financial or business-related field is an asset
  • Experience in similar role is an asset


Job Specific & Technical Skills

  • Proficiency in MS Office, namely Outlook, Word and Excel
  • Ability to develop a rapport with coworkers, clients and Insurance companies
  • Effective verbal and written communication skills
  • Excellent organizational and time management skills with the ability to prioritize tasks
  • Self-motivation with ability to problem-solve with limited supervision
  • Ability to work independently and as a team member
  • Proficiency to analyze information and make recommendations/decisions with information provided
  • Flexibility to work in a fast-paced and dynamic environment with changing priorities


Personal Attributes

  • Maintain strict confidentiality
  • Demonstrate a strong work ethic
  • Be honest and trustworthy
  • Be respectful of clients, co-workers and Management


How to Apply

Please email your cover letter and resume, quoting this position, to  We thank all applicants for their interest, however, only applicants selected for an interview will be contacted.

We at Masters Insurance Limited are an equal opportunity employer committed to an inclusive workplace.  We will accommodate the needs of applicants in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act throughout all stages of the recruitment and selection process.  If you require accommodation we encourage you to contact us at (905) 738-4164 x113 or email

For more information about our company, visit our website

To view our current job postings, follow us on LinkedIn Masters Insurance | Financial.

Job Posting Details

Job Type


Market Segment

Financial Services

Company Type

Insurance Agency

Languages Required


Education Required

Secondary School Diploma

Minimum Experience Required

3 to 4 Years