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