Advisor, Underwriting and BillingMontreal, QUE, CanadaReporting to a Team Leader, PI Underwriting and Billing, this role is accountable for assisting Brokers and Customers with more complex inquiries and accommodation requests pertaining to underwriting, billing, products, and pricing. You will be required to review and approve underwriting and billing exceptions in accordance with rules and authority levels. You will also handle referrals from other employees that fall outside of their authority. You will be required to effectively communicate rationale relative to potential changes to risk appetite, products, and guidelines, as well as premium dislocation. Decisions on accommodation outcomes will also need to be communicated to brokers, ensuring they understand the rationale behind our decisions.You will be required to process more complex transactions not enabled by broker self-service functionality, including but not limited to billing inquiries, new business, policy changes, claims alerts, reinstatement exceptions, etc., in accordance with underwriting guidelines and authority.You will be required to review and assess risk for acceptability on more intermediate/advanced scenarios. You will ensure adherence to underwriting guidelines and authority on all inquiries and transactions. Upon acknowledgement that a scenario requires further escalation, you would proceed with referral to the appropriate team/authority levels, ensuring you have gathered all pertinent information, and have supported your referral with a well‑documented business case, including your recommendation and proposed terms.What to expectBroker and Customer InquiriesHandles more complex inquiries and accommodation requests pertaining to underwriting,



billing, products, and pricing via phone and email communication. Review and approve underwriting and billing exceptions in accordance with rules and authority levels. Provide advice and handle authority level referrals from other employees.Transaction ProcessingProcess more complex transactions not enabled by broker self‑service functionality, including but not limited to billing inquiries, new business, policy changes, claims alerts, reinstatement exceptions, etc., in accordance with underwriting guidelines and authority. Work with the Center Systems Management team to create and monitor system related incidents.What you bringMinimum 1 year completed as an Insurance Representative (required)Bilingual (French and English) is an asset.2+ years of Personal Insurance (auto and property) / underwriting experience (required)University Degree / College diploma or equivalent experienceCIP / working towards designation preferredKnowledge of Economical's PI offerings and Guidewire an assetKnowledge of Economical’s CI, claims and billing systems an assetHave knowledge of property and casualty insurance, auto and property underwriting,



and billing.Strong understanding of Guidewire systems preferredCustomer service focused with a positive helpful attitudeExcellent people skillsStrong verbal and written communication skillsAbility to coach and provide guidance to othersAbility to solve problemsAbility to prioritize and manage multiple tasks in a rapid‑paced environmentStrong organizational and time management skillsHigh degree of proficiency in English is required to service customers, both internal to the company and external, across Canada.SalarySalary Range: $51,300 - $94,400Actual salary for the role may vary depending on work location of the successful candidate and other factors including but not limited to, skills, education, experience, working conditions and the local labour market.BenefitsHybrid work schedule for most rolesCompany share ownership programIncentive 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 contributionsPaid volunteer days and company matching on charitable donationsEducational resources, tuition assistance, and paid time off to study for examsFocus on inclusion with employee groups, support for gender affirmation surgery, access to BIPOC counsellors, access to programs for working parentsWellness and recognition programsDiscounts on products and servicesOur inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know by contacting [email protected] checksThis role requires successful clearance of background checks (including criminal checks and leadership references).#J-18808-Ljbffr

📌 Advisor, Underwriting And Billing - $51,300 - $94,400 A Year (Winnipeg)
🏢 Economical
📍 Winnipeg