Representative, Underwriter & Billing
Economical Insurance is a leading property and casualty insurer in Canada, and they are seeking a Representative, Underwriter & Billing to deliver superior customer service to brokers. This role involves handling inquiries, processing transactions, and providing education and guidance to brokers on underwriting and billing processes.
Responsibilities
- Handles general incoming broker inquiries and requests via phone and email interactions pertaining to underwriting, billing, products, and pricing
- Support Brokers as they navigate changes by reinforcing messages and providing guidance where appropriate
- Provide brokers with educational step-by-step overviews while thoroughly explaining changes
- Process transactions not enabled by broker self-service functionality, including but not limited to new business, policy changes, cancellations etc., in accordance with underwriting guidelines and authority that meet all efficiency and quality standards
- Critical measure of this role will be efficiency in processing without diminishing quality
- Reviews incoming emails/cases in electronic format to identify risk types
- Completes categorization of cases in the case management system for multiple case transactions, enabling routing to the appropriate team
- Updates existing cases in the policy case management system when additional information is received from the Broker
Skills
- P&C Insurance / underwriting experience
- University Degree / College diploma or equivalent experience
- Knowledge of Economical's Personal Product offerings and Guidewire
- Insurance / underwriting knowledge
- Billing skills
- Customer service focused with a positive helpful attitude
- Excellent people skills
- Strong verbal and written communication skills
- Ability to coach and provide guidance to others
- Ability to solve problems
- Strong organizational and time management skills
- CIP / working towards designation
Benefits
- Hybrid work schedule for most roles
- Company share ownership program
- Incentive Program - Eligible employees may participate in various incentive plans which are paid out at the discretion of the company and subject to individual and company performance.
- Pension and savings programs, with company-matched RRSP contributions
- Paid volunteer days and company matching on charitable donations
- Educational resources, tuition assistance, and paid time off to study for exams
- Focus on inclusion with employee groups, support for gender affirmation surgery, access to BIPOC counsellors, access to programs for working parents
- Wellness and recognition programs
- Discounts on products and services
Company Overview