Insurance Advisor

Description:

Process more complex 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.

Specialized Knowledge/Skills

• Knowledge of PI products and underwriting practices
• Technical underwriting knowledge
• Excellent verbal and written communication skills
• Strong decision-making skills
• Ability to influence, negotiate, and problem solve
• Excellent time management skills with ability to multitask
• Customer service focused with a positive helpful attitude

Level of Problem Solving

Problems and Inquiries are semi-routine. Requires thinking within well-defined somewhat diversified procedures. Work guided by systems and procedures. Work entails more complex, differing situations requiring search for solutions within selection of known things. Solves most problems by referring to their own technical knowledge and interpretation of existing information.

Skills:

• 2+ years of insurance / underwriting experience (required)
• Univ. Degree /College diploma or equivalent experience
• CIP / working towards designation preferred
• Knowledge of Economical's PI offerings and Guidewire an asset