About This Opportunity: Advisor For Underwriting And Billing Inquiries (Montreal)
Definity is currently seeking a Advisor For Underwriting And Billing Inquiries (Montreal) to join their team in Montreal.
This position offers an excellent opportunity for motivated individuals looking to advance their career.
Education Requirements
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No specific education requirements
Required Experience
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Reporting to a Team Leader, PI Underwriting and Billing, this role is accountable for assisting Brokers and Customers with more complex inquiries and accommodation requests pertaining to underwriting, billing, products, and pricing. The incumbent will review and approve underwriting and billing exceptions in accordance with rules and authority levels, handle referrals that fall outside of other employees’ authority, and effectively communicate rationale for changes to risk appetite, products, and guidelines, as well as premium dislocation. Decisions on accommodation outcomes will be communicated to brokers, ensuring they understand the rationale behind our decisions. The incumbent will process more complex transactions not enabled by broker self‑service functionality, including billing inquiries, new business, policy changes, claims alerts, reinstatement exceptions, and more, in accordance with underwriting guidelines and authority. The incumbent will review and assess risk for intermediate/advanced scenarios, ensure adherence to underwriting guidelines, and, when escalation is required, refer to the appropriate team or authority with a well‑documented business case, recommendation, and proposed terms. Responsibilities Handle complex broker and customer inquiries regarding underwriting, billing, products, and pricing via phone and email. Review and approve underwriting and billing exceptions per rules and authority. Provide advice and manage referrals to other employees. Process complex transactions not available through broker self‑service, such as billing inquiries, new business, policy changes, claims alerts, and reinstatement exceptions, in accordance with guidelines. Work with Center Systems Management to create and monitor system‑related incidents. Qualifications Minimum 1 year completed as an Insurance Representative (required) Bilingual (French and English) is an asset. 2+ years of Personal Insurance (auto and property) / underwriting experience (required) University Degree /College diploma or equivalent experience CIP / working towards designation preferred Knowledge of Economical's PI offerings and Guidewire an asset Knowledge of Economical’s CI, claims and billing systems an asset Have knowledge of property and casualty insurance, auto and property underwriting, and billing. Strong understanding of Guidewire systems preferred 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 Ability to prioritize and manage multiple tasks in a fast‑paced environment Solid organizational and time management skills High degree of proficiency in English is required to service customers, both internal to the company and external, across Canada. Benefits Hybrid work schedule for most roles Company share ownership program Incentive Program
Position DetailsKey Responsibilities
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Effectively perform assigned job duties
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Maintain safety and cleanliness in the workplace
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Work effectively with team members
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Follow company policies and procedures
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Perform tasks according to quality standards
Qualifications
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Reliability and punctuality
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Ability to work independently and in a team
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Strong work ethic and positive attitude
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Ability to follow instructions
Why Join Definity?Definity offers a supportive work environment in Montreal, where employees can grow and develop their skills. This Advisor For Underwriting And Billing Inquiries (Montreal) position provides the opportunity to work with a dedicated team and contribute to meaningful work.
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