Insurance Representative New

6 months ago

Ottawa, Canada Definity Financial Corporation Full time

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 Services Representative

    2 weeks ago

    Ottawa, Ontario, Canada Acera Insurance Full time

    Job Summary:We are seeking a highly skilled Insurance Services Representative to join our team in Penticton. As an Insurance Services Representative, you will work collaboratively with clients, insurance companies, and our team members to exceed client expectations.Key Responsibilities:Advise and explain insurance policies to clients to ensure they are...

  • Insurance Sales Representative

    4 weeks ago

    Ottawa, Ontario, Canada LEILA HOJABRI INSURANCE Full time

    At LEILA HOJABRI INSURANCE, we are seeking a skilled Insurance Sales Representative to join our team. As a key member of our sales team, you will be responsible for assessing potential client markets, calculating premiums, and establishing client insurance coverage. Your expertise in risk management and sales will enable you to identify potential markets and...

  • Insurance Sales Representative

    2 weeks ago

    Ottawa, Ontario, Canada LEILA HOJABRI INSURANCE Full time

    We are seeking an Insurance Sales Representative to join our team at Leila Hojabri Insurance. As an Insurance Sales Representative, you will be responsible for assessing potential client markets, calculating premiums, and establishing client insurance coverage. You will also ensure that all necessary forms, medical examinations, and policy requirements are...

  • Insurance Sales Representative

    4 weeks ago

    Ottawa, Ontario, Canada LEILA HOJABRI INSURANCE Full time

    At LEILA HOJABRI INSURANCE, we are seeking a skilled Insurance Sales Representative to join our team. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in the insurance industry.Key ResponsibilitiesAssess potential client markets and calculate premiumsEstablish client insurance coverage and ensure policy requirements are...

  • Insurance Account Representative

    4 weeks ago

    Ottawa, Ontario, Canada Kevin Carruthers - Desjardins Insurance Agent Full time

    Life Insurance Account Representative - Desjardins Agent Team MemberAs a Life Insurance Account Representative with Kevin Carruthers - Desjardins Insurance Agent, you will be responsible for developing leads, scheduling appointments, and identifying customer needs to market appropriate products and services. You will provide prompt, accurate, and friendly...

  • Insurance Sales Representative

    7 days ago

    Ottawa, Ontario, Canada Kenneth McCafferty Insurance Agency Inc. Full time

    Job Title: Insurance Sales RepresentativeWe are seeking a highly motivated and customer-focused Insurance Sales Representative to join our team at Kenneth McCafferty Insurance Agency Inc. This is an excellent opportunity for someone looking to build a rewarding career in the insurance industry.Estimated Salary: $60,000 - $80,000 per year, depending on...

  • Insurance Sales Representative

    4 weeks ago

    Ottawa, Ontario, Canada LEILA HOJABRI INSURANCE Full time

    At LEILA HOJABRI INSURANCE, we are seeking a skilled Insurance Sales Representative to join our team. As a key member of our sales team, you will be responsible for assessing potential client markets, calculating premiums, and establishing client insurance coverage. Your excellent communication skills and ability to work under pressure will be essential in...

  • Insurance Account Representative

    5 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 Sales Representative

    5 days ago

    Ottawa, Ontario, Canada Kevin Carruthers - Desjardins Insurance Agent Full time

    Are you a highly motivated and skilled sales professional looking for a challenging opportunity to grow with our agency?We are seeking an Insurance Sales Representative to join our team in Orleans, East Ottawa. As a key member of our sales team, you will be responsible for generating leads and supporting our clients through a variety of insurance...

  • Insurance Sales Representative

    4 weeks ago

    Ottawa, Ontario, Canada LEILA HOJABRI INSURANCE Full time

    At LEILA HOJABRI INSURANCE, we are seeking a skilled Insurance Sales Representative to join our team. As a key member of our sales team, you will be responsible for assessing potential client markets, calculating premiums, and establishing client insurance coverage. Your excellent communication skills and ability to work under pressure will be essential in...

  • Insurance Account Representative

    6 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 Account Representative

    1 month ago

    Ottawa, Ontario, Canada Kevin Carruthers - Desjardins Insurance Agent Full time

    Insurance Account Representative OpportunityKevin Carruthers - Desjardins Insurance Agent is seeking a motivated and results-driven professional to join their team as an Insurance Account Representative. This role offers an exciting opportunity to grow your career in a dynamic and fast-paced environment.Key Responsibilities:Develop and execute sales...

  • Insurance Sales Representative

    2 weeks ago

    Ottawa, Ontario, Canada Kevin Carruthers - Desjardins Insurance Agent Full time

    Job OverviewWe are seeking a skilled Insurance Sales Representative to join our team in Orleans, East Ottawa. This is a full-time position that requires the ability to work on-site and generate leads for our agency.

  • Life Insurance Sales Representative

    4 weeks ago

    Ottawa, Ontario, Canada Kevin Carruthers - Desjardins Insurance Agent Full time

    Life Insurance Sales RepresentativeAs a Life Insurance Sales Representative with Kevin Carruthers - Desjardins Insurance Agent, you will be responsible for developing leads, scheduling appointments, and identifying customer needs to market appropriate products and services. You will provide prompt, accurate, and friendly customer service, working with the...

  • Client Advisor, Commercial Insurance, New Business

    5 months ago

    Ottawa, Canada Acera Insurance Ltd Full time

    We 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._ -...

  • New Business Insurance Broker

    5 months ago

    Ottawa, Canada Acera Insurance Ltd Full time

    We 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

    5 months ago

    Ottawa, Canada Acera Insurance Ltd Full time

    We 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

    5 months ago

    Ottawa, Canada Acera Insurance Ltd Full time

    We 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._ -...

  • Life Insurance Sales Representative

    4 weeks ago

    Ottawa, Ontario, Canada Kevin Carruthers - Desjardins Insurance Agent Full time

    Life Insurance Sales RepresentativeWe are seeking a qualified professional to join our team as a Life Insurance Sales Representative. As a key member of our team, you will be responsible for developing leads, scheduling appointments, and identifying customer needs. You will also be responsible for marketing appropriate products and services, including Life,...

  • Insurance Sales Representative

    7 days ago

    Ottawa, Ontario, Canada LEILA HOJABRI INSURANCE Full time

    About UsAt Leila Hojabri Insurance, we strive to provide exceptional insurance solutions for our clients. Our dedicated team is passionate about helping individuals and businesses navigate the complexities of insurance.Job OverviewWe are currently seeking a highly skilled General Insurance Representative to join our team. As an Insurance Sales...