Group Underwriting Support Representative- 6-month contract

Co-operators; Burlington; Hybrid; CAD 45,000 - 60,000; Full time

Job summary

A leading Canadian financial services co-operative is seeking a Group Underwriting Support Representative to assist with quoting and administering group benefits. The role requires at least one year of insurance experience and offers training, flexible work options, and a commitment to employee well-being.

Benefits

Training and development opportunities

Flexible work options

Paid volunteer days

Qualifications

• One year of general group insurance experience.
• 1-2 years of successful office experience preferred.
• Knowledge of group benefits processes.

Responsibilities

• Quoting prospective business and administering renewals.
• Completing the new business quoting process using underwriting software.
• Balancing reports to ensure accuracy of renewal information.

Skills

Communication

Critical Thinking

Team Player

Education

Post-secondary education in Business/Commerce

Job description

Company: CLIC
Department: Group Benefits
Employment Type: Temporary Full-Time (6 months)
Work Model: Hybrid
Language: English is required, French is an asset
Additional Information: This/these role(s) is/are currently vacant

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

Our Group Benefits team is a leader in our target markets through service excellence and innovative technology and products. Influenced by our co-operative values, our team of experts work collaboratively with clients to deliver solutions that meet their business needs.

The Group Underwriting Support Rep is responsible for quoting prospective business, administering renewals and maintaining existing group benefits insurance business for our distribution streams. The position provides administrative support to Group Underwriters while employing some basic elements of risk assessment.

How you will create impact:

• Review and analyze pertinent underwriting information to complete a high-level risk assessment.
• Interpret quote specifications, Underwriting guidelines, contract provisions, commission, special arrangements, client segments and product offering to determine plan design.
• Complete the new business quoting process using the underwriting software system and input the required information into the pricing software.
• Determine appropriate volume calculation method and commission schedule, document deviations to the plan design, and generate draft proposals.
• Balance reports to premium, claims and reserve totals to ensure accuracy of renewal information.
• Analyze self-reporting renewal data to ensure all required information has been provided.
• Process new sales (groups and accounts) once approved by the underwriter, within service standards.
• Administration activities including mail distribution, filing, and preparation of files for offsite storage.

How you will succeed:

• You influence change and are committed to continuous improvement, in order to exceed client expectations.
• You leverage critical thinking skills to identify problems and proactively propose solutions.
• Your strong communication skills allow you to clearly convey messages.
• You’re an effective team player who shares knowledge to support your peers.

To join our team:

• One (1) year of general group insurance experience.
• One to two (1-2) years of successful office experience preferred.
• Completion of some post-secondary education in Business/Commerce or similar.
• Working toward GBA, CEBS, HIAA, ACS or other related industry designation.
• Knowledge of group benefits processes and concepts including risk factors, underwriting guideline interpretation, and policy contracts.

What's in it for you?

• Training and development opportunities to grow your career.
• Flexible work options and paid time off to support your personal and family needs.
• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
• Paid volunteer days to give back to your community.