Personal Lines Underwriter

Morison Insurance Brokers Inc.St. Catharines, ON

About The Position

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!

Requirements

  • 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

Nice To Haves

  • 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

Responsibilities

  • 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

Benefits

  • 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
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