Insurance Representative, Uw

2 months ago

Waterloo, Canada Definity Financial Corporation Full time

Economical is part of Definity, which includes some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. Our ambition is to be one of Canada’s leading and most innovative property and casualty insurers. We can’t do that without our people, so we embrace and encourage a culture that’s collaborative, ambitious, rewarding, and empowering.

We offer a flexible, hybrid work experience where employees work from the office and virtually depending on the type of work they are doing and who they are working with. Bring your true self and be a part of our journey. It’s better here.

Reporting to a Team Leader, Broker Services, this role is accountable for delivering superior customer service when assisting Brokers with Guidewire related inquiries, assisting them with system support and workflow advice surrounding binding, issuing a new policy, policy changes etc. They will also handle general inquiries related to Personal products, pricing, underwriting, and billing appetite.

You will provide education and coaching to brokers on how to process changes, and where to find relevant documentation for future support. You will also be required to 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, and be required to review and assess risk for acceptability in lower complex scenarios.

You will ensure adherence to underwriting guidelines and authority on all inquiries and transactions and will be required to consult with appropriate escalation contacts on inquiries and transactions outside of established authority levels. 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 can you expect from the role?**

**Broker Inquires**

**Transaction Processing**

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 - critical measure of this role will be efficiency in processing without diminishing quality)

**Intake/Triage**

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.

**What you bring to the role?**
- P&C Insurance / underwriting experience preferred
- Univ. Degree /College diploma or equivalent experience
- CIP / working towards designation preferred
- Knowledge of Economical's Personal Product offerings and Guidewire an asset

**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

**LEVEL OF 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.

**Note**:This role will support our National Broker Services hours of operation of 7:30 AM to 6:30 PM EST. You will be on a rotating schedule with shifts starting between 7:30 AM to 10:30 AM EST

Salary range is $42,400 - $78,100

**What’s in it for you?**
- Hybrid work schedule for most roles
- Company share ownership program
- 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

**Go ahead and expect a lot — you deserve it.**

It’s better here — but don’t take our word for it. Definity was named by Great Place to Work ® as one of the Best Workplaces in Canada for women, for youth, and for inclusion.

**Background checks**

This role requires successful clearance of background checks (including criminal checks and leadership references).

LI-Hybrid

  • Insurance Sales Representative

    2 weeks ago

    Waterloo, Ontario, Canada Ontario Teachers Insurance Plan (OTIP) Full time

    The Ontario Teachers Insurance Plan (OTIP) is seeking a skilled Insurance Sales Representative to join our team. As an Insurance Sales Representative, you will be responsible for identifying prospects' needs, influencing decisions and selling insurance products.About the Role:Tailor interactions by utilizing emerging technology solutions including phone,...

  • Professional Insurance Sales Representative

    1 week ago

    Waterloo, Ontario, Canada Ontario Teachers Insurance Plan (OTIP) Full time

    We're seeking a talented Insurance Sales Representative to join our team. As a valued member of our organization, you will have the opportunity to work with a diverse range of clients, providing them with personalized insurance solutions.This is a challenging yet rewarding role that requires strong communication and interpersonal skills, as well as the...

  • Business Development Representative

    2 weeks ago

    Waterloo, Ontario, Canada Ontario Teachers Insurance Plan (OTIP) Full time

    The Ontario Teachers Insurance Plan (OTIP) is a leader in providing insurance solutions to educators. We are seeking an experienced Business Development Representative to join our team.About the RoleAs a Business Development Representative, you will be responsible for identifying and pursuing new business opportunities in the personal lines, automobile, and...

  • General Manager

    5 days ago

    Waterloo, Canada University of Waterloo Full time

    Overview: The General Manager (GM) is the President’s Chief of Staff and senior advisor. The GM oversees the delivery of the Graduate Student Association’s (GSA-UW) core services (e.g., health and dental plan); administrative, audit, budgetary, and human resource requirements of the GSA-UW; governance processes of the GSA-UW; and the GSA-UW’s...

  • Insurance Customer Service Representative

    2 weeks ago

    Waterloo, Ontario, Canada Ontario Teachers Insurance Plan (OTIP) Full time

    About UsThe Ontario Teachers Insurance Plan (OTIP) Group of Companies is a leader in providing benefits support and service to its members. We are committed to creating an accessible and inclusive work environment where everyone is treated with respect and dignity.SalaryWe offer a competitive salary range of $60,000 - $80,000 per year, plus bonuses that...

  • Office Manager

    1 week ago

    Waterloo, Canada Schlegel-UW Research Institute for Aging Full time

    **Background** The Schlegel-UW Research Institute for Aging (RIA) is a charitable foundation that partners with the University of Waterloo, Conestoga College, and Schlegel Villages to enhance care and quality of life for older adults. Through engagement with key partners and collaborators, RIA supports practice relevant research and knowledge mobilization....

  • Sales Representative

    1 week ago

    Waterloo, Ontario, Canada Ontario Teachers Insurance Plan (OTIP) Full time

    About UsAt Ontario Teachers Insurance Plan (OTIP), we believe that something special happens when employees feel valued for the work they do, supported as the people they are, and included in the very fabric of the organization. We put our people at the centre of everything we do.Sales OpportunityWe're seeking a highly motivated Sales Representative to join...

  • Sales Representative

    2 weeks ago

    Waterloo, Canada TW Insurance Services (TWIS) Full time

    Company Description When you join the TWIS team, you are joining a community of like-minded professionals where your opinions are valued and expected. You will have the opportunity to provide feedback on departmental goals, to work collaboratively with others, and to continuously improve your professional skills. Regardless of your role or your location, you...

  • Sales Representative

    7 months ago

    Waterloo, Canada Ontario Teachers Insurance Plan (OTIP) Full time

    Company Description OTIP (Ontario Teachers Insurance Plan) is a member-focused, service-driven organization. We are committed to putting our people first by fostering a positive and inclusive work environment, providing a competitive total compensation package and investing in career development. Our team is currently looking for a: **Sales Representative -...

  • Sales Representative

    5 days ago

    Waterloo, Canada Ontario Teachers Insurance Plan (OTIP) Full time

    Company Description OTIP (Ontario Teachers Insurance Plan) is a member-focused, service-driven organization. We are committed to putting our people first by fostering a positive and inclusive work environment, providing a competitive total compensation package and investing in career development. Our team is currently looking for a: **Sales Representative -...

  • Sales Representative

    2 weeks ago

    Waterloo, Canada TW Insurance Services (TWIS) Full time

    Company Description When you join the TWIS team, you are joining a community of like-minded professionals where your opinions are valued and expected. You will have the opportunity to provide feedback on departmental goals, to work collaboratively with others, and to continuously improve your professional skills. Regardless of your role or your location, you...

  • Insurance Representative

    7 days ago

    Waterloo, Canada Serenia Life Financial Full time

    **Serenia Life Financial**: **Financial Representative**: **Build your career around your life**: **Position Overview**: **If you are looking to**: - Work in SALES - Have a flexible schedule - Help Canadians achieve financial security **Responsibilities**: - Outbound prospecting, schedule appointments, identify customer needs, and market appropriate...

  • Parking Coordinator

    2 months ago

    Waterloo, Canada University of Waterloo Full time

    Overview: **Term: 1 year** The Customer Service Representative reports to the Manager, Sustainable Transportation, and provides exceptional front-line service to our diverse University of Waterloo population along with extensive operations support such as financial processing, parking coordination, special event support, managing departmental social media...

  • Sustainability and Energy Efficiency Manager

    1 month ago

    Waterloo, Ontario, Canada University of Waterloo Full time

    **Job Summary:**We are seeking a highly skilled Sustainability and Energy Efficiency Manager to join our team at the University of Waterloo. In this role, you will be responsible for implementing and managing key energy reduction and water conservation initiatives.The successful candidate will provide technical guidance on all University Building Automation...

  • Underwriter

    7 months ago

    Waterloo, Canada Ontario Teachers Insurance Plan (OTIP) Full time

    Company Description OTIP (Ontario Teachers Insurance Plan) is a member-focused, service-driven organization. We are committed to putting our people first by fostering a positive and inclusive work environment, providing a competitive total compensation package and investing in career development. Our team is currently looking for a: **Underwriter** **Job...

  • Sales Representative

    23 hours ago

    Waterloo, Canada OTIP (Ontario Teachers Insurance Plan) Full time

    OTIP and its group of companies (Curo, TWIS) is a member-focused, service-driven organization. We are committed to putting our people first by fostering a positive and inclusive work environment, providing a competitive total compensation package and investing in career development. We are excited to share that our TWIS broker team is growing and we are...

  • Sales Representative

    5 days ago

    Waterloo, Canada Ontario Teachers Insurance Plan (OTIP) Full time

    Company Description OTIP (Ontario Teachers Insurance Plan) is a member-focused, service-driven organization. We are committed to putting our people first by fostering a positive and inclusive work environment, providing a competitive total compensation package and investing in career development. Our team is currently looking for a: **Sales Representative -...

  • Financial Aid Specialist, Part-time Osap

    7 months ago

    Waterloo, Canada University of Waterloo Full time

    Overview: The incumbent is responsible for maintaining excellent communications and is primarily the first contact for students and parents for the programs in this portfolio. This position is required to maintain a productive relationship with managers and support staff in the Registrar’s Office and other internal support areas particularly Student...

  • Administrative Coordinator and Advisor

    2 weeks ago

    Waterloo, Canada University of Waterloo Full time

    Overview: **Term: 15 Months** The Undergraduate Coordinator and Advisor advises Economics undergraduate students, including international and 2+2 students. This position is also responsible for effective administration of the Economics undergraduate programs and for enhancing student success through appropriate advisement and...

  • Core Administrator

    7 months ago

    Waterloo, Canada University of Waterloo Full time

    Overview: The Administrator is responsible for managing the hiring, onboarding and ongoing employment of all CORE employees including setting or consulting on employee salaries. The Administrator acts as supervisor for the CORE clinical administrative staff and provides support on various levels to all CORE employees including administrative processes. This...