You will work closely with underwriters to support the binding of insurance, as well as collaborate with insurance brokers to service policies and follow-up on underwriting information. This role encourages professional development, provides opportunities for growth, and emphasizes building your insurance acumen for long-term advancement.
Key Responsibilities:
- Collaborate across departments: Work with multiple teams to ensure the best possible outcome for our customers while minimizing touchpoints and optimizing service delivery
- Evaluate information: Analyze applications, web search results, and business quoted via the web
- Handle customer inquiries: Review and professionally handle all customer inquiries, focusing on quality, efficiency and providing exceptional service
- Process customer requests: Gather and review information to handle requests, including binder delivery and endorsements
- Relationship building: Develop and strengthen customer relationships by delivering excellent service via phone and email communication
- Decision making: Apply critical thinking, problem solving and an underwriting mindset while working within your authority and obtaining underwriter approval when necessary
- Professional development: Pursue growth and development opportunities through USLI University, continuing education, workshops, and classes
- Identify process improvements: Communicate ideas for procedural or workflow improvements
- Reporting:
Complete departmental reports and projects, including daily follow-ups and research on Bound Not Issued items
- Training: Assist in training new team members when ready
What You’ll Bring:
- Strong organizational skills: Ability to manage multiple tasks efficiently with meticulous attention to detail
- Independence: Ability to work independently in a fast-paced team environment
- Desire to learn: Eagerness to learn and understand our insurance product offerings and pursue continuing education
- Customer-centric focus: Commitment to providing exceptional customer service by placing our customers at the center of everything you do
- Effective communication skills: Ability to produce clear, concise, and effective oral and written communication which is adaptable to different audiences
Qualifications:
- Education: Post-secondary education or equivalent business experience
- Experience: 2+ years of insurance industry experience or demonstrated equivalent experience required
- Continuing education: History of continuing insurance education is preferred
Salary Range: $62,000 – $70,000 CAD
This job posting is for an existing vacancy..
Pay: $62,000.00-$70,000.00 per year
Benefits:
- Casual dress
- Dental care
- In office gym
- Paid time off
- Profit sharing
- Relocation assistance
- Wellness program