Job Description
Primary Job Duties & Responsibilities
- Participates with Account Executives/Underwriters in the new business and in force activities that support underwriting decisions that are consistent.
- Partners with Account Executives/Underwriters to establish support needs for new and in force policies (i.e., identify/gather relevant account information to quote and/or bind the policy etc.).
- Participates in pre-renewal meetings to define assignments.
- May prepare underwriting/pricing documentation (i.e., exposures, experience rating, updated account information, etc.).
- Manages account documentation (i.e., quotes, binder, reinsurance certificates, , policy change, endorsements, cancellations, broker record changes, letters of experience etc.).
- Ensures accurate and timely servicing and billing of accounts.
- Communicates with brokers/agencies, insureds/customers and internal departments. (i.e., researches and resolves issues, responds to inquiries and questions).
- Handles the processing of new business, renewals and endorsements .
- Provides administrative support and other related services as needed (e.g., input account information into system).
- Participates in projects/assignments and other duties as assigned .
Minimum Qualifications
- College Diploma
- 1 year of office related or customer service experience
- Basic software skills (Windows, MS Office)
Education, Work Experience, & Knowledge
- College Diploma
- 1 year of insurance industry experience.
- Intermediate time management skills and ability to prioritize daily assignments.
- Must be highly organized with ability to handle multiple tasks simultaneously to meet deadlines.
- Advanced attention to detail.
- Advanced verbal and written communication skills required to manage customer service requests, provide information to Insurance professionals and to respond to oral and written instructions.
Job Specific Technical Skills & Competencies
- Intermediate computer skills and ability to learn new applications in a department with the most the most advanced and continually improving computer platforms and emerging technology and tools.
- Intermediate Microsoft Office (Excel, Word and PowerPoint) skills.
- Advanced data entry skills.
- Accountability: Takes ownership and responsibility for actions and outcomes, performance and results
- Analytical Thinking: Identifies current or future problems or opportunities, analyzes, synthesize and compares information to understand issues, identifies cause/effect relationships and explores alternative solutions to support sound decision-making.
- Change Management / Resilience: Remains energized and focused in the face of ambiguity, change or strenuous demands.
- Communication: Demonstrates effective verbal, written, and listening communication skills.
- Customer Focus: Provides service excellence to internal or external clients.
- Judgment / Decision Making: Exercises sound judgment, makes decisions and commits to a position.
- Leveraging Differences: Works with and includes people from different backgrounds, experiences, cultures, races, etc. and views those differences as assets to be leveraged to accomplish business goals and objectives.
- Relationship Management: Seeks out, builds, fosters and maintains productive relationships, networks or alliances to meet goals and achieve results.
- Teamwork: Works together in situations when actions are interdependent and a team is mutually responsible to produce a result.
Salary Range: $45,000-$70,900
About Us
Actual salary for the role may vary depending on work location of the successful candidate and other factors including but not limited to, skills, education, experience, working conditions and the local labour market.
This position is being posted to fill an existing vacancy.
Interested in this role, but don’t meet every requirement? We encourage you to apply! We know from experience that a candidate doesn’t need 100% of the qualifications listed to bring incredible value to our team. We’re actively seeking diverse backgrounds and perspectives to help us make insurance better. At Definity, inclusion, diversity, and equity aren’t just “nice to have” — they’re essential to our success.
What’s in it for you?
- Hybrid work schedule for most roles
- Company share ownership program
- Incentive Program - Eligible employees may participate in various incentive plans which are paid out at the discretion of the company and subject to individual and company performance.
- Pension and savings programs, with company-matched RRSP contributions
- Paid volunteer days and company matching on charitable donations
- Educational resources, tuition assistance, and paid time off to study for exams
- Focus on inclusion with employee groups, support for gender affirmation surgery, access to BIPOC counsellors, access to programs for working parents
- Wellness and recognition programs
- Discounts on products and services
Go ahead and expect a lot — you deserve it.
It’s better here — but don’t take our word for it. Definity was named by Great Place to Work ® as one of the Best Workplaces™ in Canada for women, for youth, and for inclusion.
Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know by contacting accessibility@economical.com.
Background checks
This role requires successful clearance of background checks (including criminal checks and leadership references).
#IND1
About The Team
Definity is the parent company to some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. Our ambition is to be one of Canada’s leading and most innovative property and casualty insurers. We can’t do that without our people, so we embrace and encourage a culture that’s collaborative, ambitious, rewarding, and empowering.
We offer a flexible, hybrid work experience where employees work from the office and virtually depending on the type of work they are doing and who they are working with. Bring your true self and be a part of our journey. It’s better here.
