Insurance Representative New
7 months ago
Job ID : 7429
Category : Personal Insurance
Brand : Definity
Regular/Temporary : Regular
Fulltime/Parttime : Full Time
Location : Ottawa, Canada
Posting Range : $42,400 - $78,100
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.
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.
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.
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 Account Representative
7 months ago
Ottawa, Canada Jameel Lalji - Desjardins Insurance Agent Full time**Insurance Account Representative - Jameel Insurance & Financial Services Inc.**: **Location: Stittsville** **Type: Full Time** **Compensation Range: $47,000-$62,000 + $10-20K commission and bonuses**: **_Please note that this position is an IN OFFICE role in Stittsville, ON (west-end of Ottawa) - no sponsorship or relocation is available - you must be...
-
Insurance Account Representative
7 months ago
Ottawa, Canada Kevin Carruthers - Desjardins Insurance Agent Full time**Insurance Account Representative - Desjardins Agent Team Member**: Location: Orleans, ON **Type: Full Time / Salary + Commission $45,000 - $75,000 Per Year** **Position Overview**: A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Insurance Account Representative - Desjardins Agent Team Member. We...
-
Insurance Sales Development Representative
7 days ago
Ottawa, Ontario, Canada Ontario Teachers Insurance Plan (OTIP) Full timeUnlock Your Potential in Insurance SalesAre you a motivated sales professional looking to take your career to the next level?We are seeking an experienced In-Store Sales Representative to join our team at the Ontario Teachers Insurance Plan (OTIP) Group of Companies. As a key member of our Sales Leadership team, you will be responsible for identifying...
-
Insurance Sales Representative
1 week ago
Ottawa, Ontario, Canada Ontario Teachers Insurance Plan (OTIP) Full timeCompany OverviewThe Ontario Teachers Insurance Plan (OTIP) is a leading provider of insurance and benefits solutions for educators and their families. As a Bilingual Sales Representative, you will play a key role in helping us deliver exceptional service and support to our clients.We offer a dynamic and inclusive work environment that values diversity,...
-
Client Advisor, Commercial Insurance, New Business
7 months ago
Ottawa, Canada Acera Insurance Ltd Full timeWe put our people first. As an employer of choice, Acera Insurance, formerly Smith Petrie Carr & Scott Insurance Brokers, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ -...
-
Client Advisor, Personal Insurance, New Business
7 months ago
Ottawa, Canada Acera Insurance Ltd Full timeWe put our people first. As an employer of choice, Acera Insurance, formerly Smith Pertrie Carr & Scott Insurance Brokers, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ -...
-
Client Advisor, Personal Insurance, New Business
7 months ago
Ottawa, Canada Acera Insurance Ltd Full timeWe put our people first. As an employer of choice, Acera Insurance, formerly Smith Pertrie Carr & Scott Insurance Brokers, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ -...
-
Insurance Account Representative
2 weeks ago
Ottawa, Canada Sheldon Carrasco - Desjardins Insurance Agent Full time**Insurance Account Representative - Desjardins Agent Team Member** **Type: Full Time, Permanent / Salary (Negotiable) + Commission** **Area: Ottawa - Nepean (Barrhaven)** **Covid Safety Protocols & Fully Vaccinated Workplace** **What is the opportunity?** The Insurance Account Representative (IAR) plays an important role in our successful Desjardin...
-
Insurance Account Representative
2 weeks ago
Ottawa, Canada Sheldon Carrasco - Desjardins Insurance Agent Full time**Insurance Account Representative - Desjardins Agent Team Member** **Type: Full Time, Permanent / Salary (Negotiable) + Commission** **Area: Ottawa - Nepean (Barrhaven)** **Covid Safety Protocols & Fully Vaccinated Workplace** **What is the opportunity?** The Insurance Account Representative (IAR) plays an important role in our successful Desjardin...
-
Client Advisor, Commercial Insurance, New Business
3 months ago
Ottawa, Canada Acera Insurance Services Ltd. Full timeWe put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of accountability and autonomy to...
-
Client Advisor, Commercial Insurance, New Business
7 months ago
Ottawa, Canada Acera Insurance Services Ltd Full timeWe put our people first. As an employer of choice, Acera Insurance, _formerly Smith Petrie Carr & Scott Insurance Brokers_, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _...
-
Client Advisor, Personal Insurance, New Business
7 months ago
Ottawa, Canada Acera Insurance Services Ltd Full timeWe put our people first. As an employer of choice, Acera Insurance, formerly Smith Petrie Carr & Scott Insurance Brokers, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _...
-
Ottawa, Ontario, Canada Ontario Teachers Insurance Plan (OTIP) Full timeAbout the RoleWe are seeking a highly skilled Multilingual Insurance Business Development Representative to join our team. As an integral part of our sales team, you will play a vital role in identifying prospects' needs and influencing decisions to sell insurance products.Key ResponsibilitiesTailor interactions with customers by utilizing emerging...
-
Licenced Insurance Account Representative/account
7 months ago
Ottawa, Canada Jameel Lalji - Desjardins Insurance Agent Full time**BILINGUAL (English/French) Insurance Account Representative - Jameel Insurance & Financial Services Inc.**: **Location: Stittsville** **Type: Full Time** **Compensation Range: $45,000-$75,000 + $10-20K commission and bonuses**: **_Please note that this position is in Stittsville, ON (west-end of Ottawa) - no sponsorship or relocation is available - you...
-
Insurance Account Representative
2 weeks ago
Ottawa, Canada Lori Ishii - Desjardins Insurance Agent Full time**Insurance Account Representative** - Desjardins Agent Team Member** Location: Ottawa, ON **Job Types**: Part-time, Permanent Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a Desjardins independent agent may be the career for you! **Responsibilities**: - Develop leads,...
-
Ottawa, Ontario, Canada Ontario Teachers Insurance Plan (OTIP) Full timeAbout This OpportunityWe are seeking a highly skilled Bilingual Sales Representative to join our team. As a key member of our sales leadership team, you will be responsible for identifying prospects' needs and selling insurance products.This is a rewarding role that offers a best-in-class salary and bonuses, as well as industry-leading group benefits with...
-
Ottawa, Ontario, Canada Ontario Teachers Insurance Plan (OTIP) Full timeAbout the OpportunityWe are seeking a highly skilled and motivated Bilingual Sales Representative to join our team. This is an exciting opportunity for someone who wants to build a rewarding career in sales and work for a company that values its employees.Job OverviewThe successful candidate will be responsible for identifying prospects' needs, influencing...
-
Insurance Sales Development Representative
2 days ago
Ottawa, Ontario, Canada Ontario Teachers Insurance Plan Full timeExplore a challenging and rewarding career with the Ontario Teachers Insurance Plan as an Insurance Sales Specialist. This is a full-time role that requires identifying prospects' needs, influencing decisions, and selling insurance products.About UsWe are a leading provider of insurance solutions for educators in Ontario, committed to delivering exceptional...
-
New Business Insurance Broker
1 day ago
Ottawa, Canada Smith Petrie Carr & Scott Insurance Brokers Ltd. Full time**New Business Insurance Broker - Personal Lines** - We take a **human approach to insurance**._ - We staff and hire the very best. People who are professional, experienced, and genuinely focused on not just meeting, but exceeding the needs of our customers. We have a lot of fun and we are committed to being an employer of choice by providing employer paid...
-
New Business Insurance Broker
1 week ago
Ottawa, Canada Smith Petrie Carr & Scott Insurance Brokers Ltd. Full time**New Business Insurance Broker - Personal Lines** - We take a **human approach to insurance**._ - We staff and hire the very best. People who are professional, experienced, and genuinely focused on not just meeting, but exceeding the needs of our customers. We have a lot of fun and we are committed to being an employer of choice by providing employer paid...
