- 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
- 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
-
Insurance Representative
4 days ago
Angie DeGroot Desjardins Insurance & Financial Services Agency Kitchener, Canada**Are you Looking for a Career Change or a Fresh Start?** · Are you outgoing and customer-focused? Would you be excited to help customers reach their Insurance Needs? If you answered yes to these questions, working for · **Angie DeGroot Desjardins Insurance Agency **may be the ca ...
-
Insurance Account Representative
1 week ago
Liz Peacock-Desjardins Insurance Agent Kitchener, Canada**Insurance Account Representative - Desjardins Insurance Agent Team Member**: · Location: 125 Seabrook Dr, Kitchener ON · Type: Full Time - Permanent · **Position Overview**: · We are seeking a dynamic and motivated Insurance Account Representative to join our team. As an Insura ...
-
Insurance Account Representative
1 week ago
Liz Peacock-Desjardins Insurance Agent Kitchener, Canada**Insurance Account Representative** - Desjardins Agent Team Member** · Location: 125 Seabrook Drive, Kitchener · Type: Full Time - Permanent · **Position Overview**: · We are seeking a dynamic and motivated Insurance Account Representative to join our team. As an Insurance Accou ...
-
Insurance Representative New
5 days ago
Definity Financial Corporation Waterloo, CanadaJob ID : 7429 · Category : Personal Insurance · Brand : Definity · Regular/Temporary : Regular · Fulltime/Parttime : Full Time · Location : Waterloo, Canada · Posting Range : $42,400 - $78,100 · Economical is part of Definity, which includes some of Canada's most long-standing an ...
-
Representative, Insurance Service New
1 week ago
Definity Financial Corporation Waterloo, CanadaJob ID : 7225 · Category : Petline Insurance · Brand : Definity · Regular/Temporary : Regular · Fulltime/Parttime : Full Time · Location : Waterloo, Canada · Posting Range : $42,400 - $78,100 · Petline is part of Definity, which includes some of Canada's most long-standing and in ...
-
Representative, Insurance Sales New
1 week ago
Definity Financial Corporation Waterloo, CanadaJob ID : 7226 · Category : Petline Insurance · Brand : Definity · Regular/Temporary : Regular · Fulltime/Parttime : Full Time · Location : Waterloo, Canada · Posting Range : $42,400 - $78,100 · Petline is part of Definity, which includes some of Canada's most long-standing and in ...
-
Insurance Customer Service Representative
4 days ago
Angie DeGroot Desjardins Insurance & Financial Services Agency Kitchener, Canada**Are you Looking for a Career Change or a Fresh Start?** · Are you outgoing and customer-focused? Would you be excited to help customers reach their Insurance Needs? If you answered yes to these questions, working for · **Angie DeGroot Desjardins Insurance Agency **may be the ca ...
-
Insurance Customer Service Representative
1 week ago
Billyard Insurance Group - Kitchener Kitchener, CanadaBIG KW is seeking an energetic CSR/Office Admin to join our growing team at the Kitchener Waterloo branch office. · This role is responsible for providing superior customer service to our growing book of business and supporting the office and Managing Partners with the general of ...
-
Angie DeGroot Desjardins Insurance & Financial Services Agency Kitchener, Canada**Are you Looking for a Career Change or a Fresh Start?** · Are you positive thinking, friendly, bubbly, have an outgoing personality and customer-focused? Would you be excited to help customers reach their Insurance Needs and goals? If you answered yes to these questions, workin ...
-
Insurance Account Representative
5 days ago
Brandon Rank - Desjardins Agent Intern Guelph, Canada**Insurance Account Representative** - Desjardins Agent Team Member** · **Location**: · Type: Full Time · **Position Overview**: · Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a Desjardins Agent m ...
-
Insurance Account Representative
6 days ago
Pat Gaetano - Desjardins Insurance Agent Ancaster, Canada**Insurance Account Representative - Desjardins Agent Team Member** · **Type: Full Time**: · **Position Overview**: · Successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Insurance Account Representative. We seek an energetic ...
-
Insurance Sales Representative
6 days ago
Western Coast Insurance Services Kitchener, Canada Full timeTruthfulness | Fairness | Value | Loyalty · Are you motivated by sales goals and incentives? · Base salary plus earning uncapped commission from warm leads · SALES REPRESENTATIVE – PERSONAL LINES INSURANCE · Unlimited earning potential for our Sales Team in Kitchener · Make ...
-
Insurance Sales Representative
1 week ago
Western Financial Group Kitchener, CanadaTruthfulness | Fairness | Value | Loyalty · Are you motivated by sales goals and incentives? · Base salary plus earning uncapped commission from warm leads · SALES REPRESENTATIVE – PERSONAL LINES INSURANCE · Unlimited earning potential for our Sales Team in Kitchener · Make ...
-
Desjardins Insurance Account Representative
6 days ago
Jacquie Geall - Desjardins Insurance Agent Kitchener, Canada Full timeInsurance Account Representative - Desjardins Agent Team MemberLocation: Guelph, ON · Type: Full Time, Permanent · A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Insurance Account Representative - Desjardins Agent Team ...
-
Jamie Balardo Insurance Inc. Paris, Canada**Customer Service and Sales Representative - Insurance** · Jamie Balardo - Desjardins Insurance Agent · **Paris, Ontario** · Successful Desjardins Insurance Agent is seeking a qualified professional to join their winning team for the role of Customer Service and Sales Representa ...
-
Jamie Balardo Insurance Inc. Paris, Canada**Customer Service and Sales Representative - Insurance** · Jamie Balardo - Desjardins Insurance Agent · **Paris, Ontario** · Successful Desjardins Insurance Agent is seeking a qualified professional to join their winning team for the role of Customer Service and Sales Representa ...
-
Ontario School Boards' Insurance Exchange Guelph, Canada**ABOUT OSBIE**: · The Ontario School Boards' Insurance Exchange (OSBIE) is a non-profit insurance company providing commercial lines of insurance to the school boards of Ontario. We classify ourselves as a boutique insurance company with a highly qualified and close group of emp ...
-
Insurance Representative
6 days ago
Scott Penner - Desjardins Insurance Agent Guelph, CanadaInsurance Account Representative - Desjardins Agent Team Member · Location: Guelph, ON · Type: Full Time · Position Overview: · Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a Desjardins independen ...
-
Insurance Sales Representative
3 weeks ago
Billyard Insurance Group Cambridge Cambridge, Canada Full timeBillyard Insurance Group - Cambridge is hiring an Insurance Broker looking to disrupt the Insurance industry by providing tremendous value and trust to our respectable clients. · At BIG Cambridge, we pride ourselves on delivering comprehensive insurance solutions to families and ...
-
Customer Service Representative
1 week ago
U-Haul Kitchener, Canada**Customer Service Representative**: · Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team to b ...
Insurance Representative - Waterloo, Canada - Definity Careers
Description
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
Handles general incoming broker inquiries and requests via phone and email interactions for Guidewire support and workflow advice. Support Brokers as they navigate changes by reinforcing messages and providing guidance where appropriate. Provide brokers with educational step-by-step overviews while thoroughly explaining changes. Potential inquiries may include Guidewire support, workflow support, navigating workflows surrounding binding & issuing a new policy, policy change etc.
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
Reviews incoming emails/cases in electronic format to identify risk types.
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?SPECIALIZED KNOWLEDGE/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
Insurance Representative professionals in Kitchener
-
Nicolas Gagne
Stay-at-home Dad
-
Brent Krahn
Financial Services Student
-
Nihari Patel
Pharmacist