Insurance Expert Advisor

3 days ago


Waterloo, Ontario, Canada Phoenix Capital Full time

About Us

At Phoenix Capital, 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. They bring their best to work every day.

We put our people at the centre of everything we do. Our mission is to deliver meaningful benefits support and service.

About the Role

The Technical Broker Specialist provides coaching through product and technical support to all sales and servicing teams within the brokerage. Reporting to the Shared Services Manager, the core parts of your role will be:

  • To provide product and technical expertise to all team members by providing feedback, clarification, and direction in procedural, technical, administrative, and systems issues.
  • To provide information by answering questions, monitoring, and responding to brokers.
  • To investigate complex issues from all Orbit brokerage employees and members, performing root cause analysis and resolution.
  • To provide one-on-one coaching support in file management, complex member issues including remarkets, and technical support.
  • To work with the insurance carrier as a technical liaison to clarify escalated technical coverage information related to claims and coverage.
  • To engage with the insurance carriers, vendor partners, and Technology Enablement to act as the first point of contact to troubleshoot issues with applications/systems.
  • To investigate and respond to written, telephone, and walk-in complaints from members regarding coverage, claims, and service, and documents outcomes for future reference.

Qualifications

  • A RIBO, AIC, or AMF license.
  • A college diploma or equivalent insurance industry designation.
  • Post-secondary training in insurance-related courses such as CAIB, CIP.
  • A minimum of three years' experience in property and casualty insurance.
  • Strong knowledge of insurance carrier portals and BMS.
  • The demonstrated ability to provide outstanding service in an accurate and efficient manner.
  • Exceptional communication skills and the demonstrated ability to deal effectively with all levels of internal and external stakeholders.
  • Superior time management and organizational skills to manage competing priorities.


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