Personal Lines Underwriter

Morison Insurance Brokers Inc.; St. Catharines; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

RRSP Matching Plan

Group Benefits Plan (health, dental,…)

Employee Assistance Program

4 weeks of vacation

Paid personal days and extra days off

Monday to Friday 8:30am-4:30pm

Office perks and modern technology

Commissions on home/auto policies

Job summary

Morison Insurance Brokers Inc. is seeking a Personal Lines Underwriter in St. Catharines, ON. The role supports Client Account Managers by handling underwriting-related tasks within our broker management system and company portals.

The ideal candidate has 2 years of Personal Lines experience and knowledge of underwriting rules. Willingness to obtain a RIBO license and familiarity with Applied Epic and Compu-Quote is an asset.

Qualifications

• 2 years Personal Lines insurance education and/or underwriting experience.
• Willing to obtain RIBO License.
• Experience using Applied Epic and Compu-Quote is an asset.

Responsibilities

• Upload insurance applications on company portals.
• Submit Letters of Authorization for processing.
• Process policy changes on portals.
• Check new business and changes for accuracy.
• Work from a queue in our broker management system.
• Process manual renewals and non-download invoices.
• Follow up on expiry reports for renewals.
• Make underwriting follow-up calls as required.
• Move policies within broker system and inactivate client accounts.

Skills

Underwriting knowledge

Organizational skills

Fast-paced work

RIBO license (willing)

Personal Lines experience

Epic/Quote tools

Tools

Applied Epic

Compu-Quote

Job description

Personal Lines Underwriter

Location: St.Catharines, ON

About Morison Insurance

At Morison Insurance, our team shapes who we are and the excellent service we provide our customers. We are a values-based company, which means all our decisions and day-to-day operations are based on our 5 core values: Go Beyond, Evolve, Own It, Our Promise, Unified.

Morison Insurance is a family-owned and operated business. Over the past 30 years, our company has grown from one office with 3 employees in downtown Hamilton, to 100 employees in 5 offices across Southern Ontario.

Morison Insurance is currently seeking a Personal Lines Underwriter to join our team of insurance professionals!

Position Responsibilities

The Personal Lines Underwriter will support our Personal Lines Client Account Managers by completing the following tasks:

• Upload insurance applications on various company portals
• Submitting Letter of Authorizations to companies for processing
• Processing insurance policy changes on various company portals
• Checking new business/policy changes/cancellations for accuracy
• Work from a queue, completing activities in our Broker management system
• Processing manual renewals and invoices for non-download policies
• Follow-up on Expiry Reports with company on pending renewals
• Calls to company for Underwriting follow-up/questions as required
  
• Split Accounts/Move Policies within our broker management system
• Inactivate Client Accounts in our Broker management system
  
• Handling ‘mail’ activities within Epic as entered by reception
  
• Month End Reports; review and correct as required

What We Offer

• Competitive salary
• RRSP Matching Plan
• Group Benefits Plan (health, dental, vision)
• Employee Assistance Program
• 4-weeks of vacation
• Paid personal days and extra days off at Christmas
• Monday to Friday work schedule – 8:30 am - 4:30pm
• Growing insurance brokerage with access to many markets
• Continuing Education
• Modern offices and technology that supports teamwork, skills development and collaboration
• Our offices close early on Fridays of long weekends from May to October
• Full commission on employee home and auto policies

Skills You Will Need To Succeed

• Solid understanding of various insurance companies and their underwriting rules
• Strong organizational skills
• Ability to work in a busy, fast-paced environment
• Quick learner
• Willing to obtain RIBO License
• 2 years Personal Lines insurance education and/or underwriting experience
• Experience using Applied Epic is an asset
• Experience using Compu-Quote and various insurance company portals is an asset
• Additional industry designations, such as RIBO, CAIB, or CIP is an asset

How We Help You Succeed

• Training and Support - Whether it is mentorship, growth opportunities, or on-the-job training, we are here for you. You will be supported daily by a team of underwriters.
• Career Growth - What professional goals have you set for yourself? We care about your career, and we can help you get there.
• Continuing Education - We invest in you. That’s why Morison Insurance provides paid continuing education opportunities to help you grow professionally. Perhaps you want to expand your knowledge or obtain your CIP?

Accommodations

Morison Insurance prides itself on being an equal opportunity employer. Disability-related accommodations are available by request during any/all stages of the application process. If you have any special requirements, please advise the interviewer during the recruitment and selection process. For more information regarding disability-related accommodation, please email [e-mail]

We thank all applicants for their interest in this position; however, only candidates selected for an interview will be contacted.