Join Economical as an Advisor in Underwriting and Billing in Montreal, QUE. This role offers a hybrid work model with a focus on processing complex transactions and exceptional customer service.
You will assist brokers with complex requests involving underwriting and billing, requiring strong analytical and communication skills. Attention to detail and the ability to process detailed transactions according to underwriting guidelines are critical for success. This role emphasizes supporting internal teams and brokers to facilitate smooth operations.
Key Responsibilities:
• Review and handle complex inquiries from both brokers and customers
• Approve and document exceptions per authority guidelines
• Process policy changes and claims alerts efficiently
• Collect necessary data for escalation when needed
• Clearly explain decisions regarding underwriting adjustments
Requirements:
• At least 1 year as an Insurance Representative
• 2+ years of experience in und...