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Insurance Advisor, Underwriting and Billing

5 months ago

Montréal, Canada Definity Financial Corporation Full time

Job ID : 6759
Category : Personal Insurance
Brand : Definity
Regular/Temporary : Regular
Fulltime/Parttime : Full Time
Location : Montreal, Canada

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. With strong roots that date back to 1871, Definity has grown to become a digital leader in the insurance industry. We’re proud to help our clients and communities adapt and thrive in a world of constant change.

Our promise to you: It’s better here. Why? Because we CARE, and we provide an employee experience that’s collaborative, ambitious, rewarding, and empowering.

Our ambition is to be one of Canada’s leading and most innovative P&C insurers. Come be a part of our journey, and love what you do.

Definity offers 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. Leaders partner with their teams to find the right balance of on-site and remote work that best meets the needs of their teams, colleagues, brokers and customers, while ensuring collaboration, teamwork and accountability for goals.

Job Summary: This role is accountable for assisting Brokers with complex inquiries and accommodation requests pertaining to underwriting, billing, products, and pricing. The Insurance Advisor, Underwriting & Billing will be required to review and approve underwriting and billing exceptions in accordance with rules and authority levels. They will also handle referrals from other staff that fall outside of their own authority. They 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. Insurance Advisors will also be required to process more complex 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.
They will be required to review and assess risk for acceptability within intermediate/advanced scenarios. They will ensure adherence to underwriting guidelines and authority on all inquiries and transactions. Upon acknowledgement that a scenario requires further escalation, they would proceed with referral to the appropriate team/authority levels, ensuring they have gathered all pertinent information, and have supported their referral with a well-documented business case, including their recommendation and proposed terms.

Key Accountabilities:
**Broker Inquiries
- 70%**

Handle complex inquiries and accommodation requests pertaining to underwriting, billing, products and pricing. Review and approve underwriting and billing exceptions in accordance with rules and authority levels. Handle referrals from other staff that fall outside of their authority.

**Transaction Processing - 30%**

Process more complex 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.

Specialized Knowledge/Skills
- Knowledge of PI products and underwriting practices
- Technical underwriting knowledge
- Excellent verbal and written communication skills
- Strong decision-making skills
- Ability to influence, negotiate, and problem solve
- Excellent time management skills with ability to multitask
- Customer service focused with a positive helpful attitude

Level of Problem Solving
Problems and Inquiries are semi-routine. Requires thinking within well-defined somewhat diversified procedures. Work guided by systems and procedures. Work entails more complex, differing situations requiring search for solutions within selection of known things. Solves most problems by referring to their own technical knowledge and interpretation of existing information.

**Skills**:

- 2+ years of insurance / underwriting experience (required)
- Univ. Degree /College diploma or equivalent experience
- CIP / working towards designation preferred
- Knowledge of Economical's PI offerings and Guidewire an asset
- Key note: This role will require an intermediate level of experience and expertise in underwriting and billing._

**Go ahead and expect a lot — you deserve it, and we’ve got it**:

- 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, ac