Insurance Representative

Description:

Reviews incoming emails/cases in electronic format to identify risk types. Completes categorization of cases in the policy case management system (including the correct identification of Broker codes) for multiple case transactions, enabling routing to the appropriate team. Updates existing cases in the policy case management system when additional information is received from the Broker.

Specialized Knowledge/Skills

• Insurance / underwriting knowledge
• Customer service focused with a positive helpful attitude
• Excellent people skills
• Strong verbal and written communication skills
• Ability to coach and provide guidance to others
• Ability to solve problems
• Strong organizational and time management skills

Problem Solving

Problem solving is an essential component of work for an Insurance Representative. One must be able to work within the outlined standard practices and procedures.

Education/Experience

• Insurance / underwriting experience preferred
• Univ. Degree /College diploma or equivalent experience
• CIP / working towards designation preferred
• Knowledge of Economical's PI offerings and Guidewire an asset