Underwriter & Claims Administrator, Employee Benefits & Retirement

Horan Securities, Inc.; London; On-site; CAD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a detail-oriented Underwriting & Claims Administrator to join their dynamic team. This role involves processing insurance applications, managing client communications, and ensuring a smooth underwriting process. The ideal candidate will thrive in a fast-paced environment, demonstrating exceptional time management and communication skills. With a focus on professional growth and well-being, this opportunity offers a competitive pay structure, flexible working arrangements, and a comprehensive benefits package. Join a company that values diversity, equity, and inclusion, and make a meaningful impact in the insurance sector.

Benefits

Flexible Working Arrangements

Comprehensive Benefits Package

Company-Matched RRSPs

Tuition Reimbursement

Reimbursement for Professional License Fees

Discounts on Events and Travel

Qualifications

• 2+ years of experience in living benefits and permanent life insurance.
• Proficient in various computer software programs.

Responsibilities

• Process insurance applications and maintain CRM for accurate client info.
• Follow up with clients and insurance companies for necessary information.

Skills

Time Management

Communication Skills

Customer Service

Attention to Detail

Interpersonal Skills

Multi-tasking

Education

LLQP License

Tools

CRM Software

Microsoft Office Suite

Job description

About The Role

The Underwriting & Claims Administrator is primarily responsible for processing applications and following the underwriting process through to completion with the insurance carrier. This position requires exceptional time management skills and the ability to multi-task. In addition, attention to detail and a high level of oral and written communication are required. This role is a Full Time Temporary Position (3 month contract).

What You’ll Do

• Review insurance applications and paperwork and send to the client(s) for signing
• Processing insurance applications and paperwork and hand off to the appropriate insurance carrier with clear instructions
• Ordering medical requirements
• Follow up with clients for any necessary additional information
• Following up with insurance companies
• Handle questions and concerns of the clients via email and phone
• Work with the Lead Advisors and Assistants when needed
• Maintaining our CRM to ensure client information is detailed and accurate
• Processing policy changes
• Processing investment changes
• Assist with any life, disability, and critical illness claims

Qualifications and expertise that pave the way for Success

• LLQP is required or ability to maintain in short order
• Typically, 2+ years of proven experience in living benefits and permanent life insurance
• Experience in a fast-paced insurance environment where high attention to detail is critical
• Calm under pressure and able to manage multiple/competing tasks
• Exceptional interpersonal, communication and customer service skills
• Excellent computer skills and a high proficiency with a variety of computer software programs
• Positive self-starter who can work successfully in a small team environment

Your Advancement and Well-being: Our Priority

At HUB, we place immense value on the well-being and professional development of our team. Here’s what you can look forward to as part of the HUB family:

• Engage in a rewarding work environment that recognizes your contributions through a competitive pay structure, inclusive of incentives, bonuses, and additional earning opportunities.
• Benefit from flexible working arrangements and generous time-off policies designed to accommodate your lifestyle.
• Enjoy a comprehensive benefits package, including company-matched RRSPs, tailored to meet your personal and family needs.
• Grow with HUB through sponsored training and development programs, along with tuition reimbursement opportunities to fuel your career advancement.
• Receive reimbursements for professional license fees and membership dues, underscoring our commitment to your professional growth.
• Avail of special discounts on events, travel, accommodations, and personal home & auto insurance, enhancing your HUB experience.

Diversity, Equity, and Inclusion: Our Commitment

HUB International is steadfast in its commitment to fostering a diverse, equitable, and inclusive work environment. We celebrate the unique backgrounds and perspectives of our employees, ensuring all voices are heard and valued. Our selection process is meticulously designed to be accessible to everyone, and we encourage you to reach out if you require any assistance or accommodation during the recruitment phase. At HUB, equal opportunity is not just a policy; it’s the cornerstone of our culture.

Service: Our Ethos

Service is the essence of our identity at HUB International. This commitment extends beyond our clients to our employees and the communities we serve. Each of our regional offices is deeply involved in local causes, embodying our dedication to making a tangible difference. Join us and be part of a team that not only advances professionally but also contributes positively to society.

At HUB, your career is poised for greatness. Welcome to a world where your skills are valued, your professional growth is paramount, and your contribution makes a lasting impact.