Insurance Representative, Underwriting and Billing, Ahuntsic North

Key Accountabilities: Broker Inquiries– 50% Handles general incoming broker inquiries and requests for Vyne support and workflow advice. 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. Potential inquiries may include Guidewire and workflow support, navigating workflows surrounding binding and issuing a new policy, policy change etc.

Transaction Processing– 40% 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. For example, a critical measure ofthis role will be efficiency in processing without diminishing quality.

Intake/Triage– 10% Reviews incoming emails/cases in electronic format to identify risk types. Completes categorization of cases in the policy case management system (including the correct identification of Broker codes) for multiple case transactions, enabling routing to the appropriate team. Updates existingcases in the policy case management system when additional information is received from the Broker.

Specialized Knowledge/Skills

Insurance / underwriting knowledge

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

Problem Solving Problem solving is an essential component of work for an Insurance Representative. One must be able to work within the outlined standard practices and procedures.

Education/Experience

Insurance / underwriting experience preferred

Bilingualism English and French is a must

Univ. Degree /College diploma or equivalent experience

CIP / working towards designation preferred

Knowledge of Economical's PI offerings and Guidewire an asset

High degree of proficiency with English and French required to service customers, both internal to the company and external, across Canada.

Salary Range: $43,700 - $80,500

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