Personal Lines Underwriter

About this role

Personal Lines Underwriter

Location: St.Catharines, ON

About Morison Insurance

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!

Position Responsibilities

• The Personal Lines Underwriter will support our Personal Lines Client Account Managers by completing the following tasks:
• 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

What We Offer

• 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
• Skills You Will Need To Succeed
• 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
• 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
• How We Help You Succeed
• Your success matters greatly to us. We provide:
• Training and Support
• Whether it is mentorship, growth opportunities, or on-the-job training, we are here for you. You will be supported daily by a team of underwriters.
• Career Growth
• What professional goals have you set for yourself? We care about your career, and we can help you get there.
• Continuing Education
• We invest in you. That’s why Morison Insurance provides paid continuing education opportunities to help you grow professionally. Perhaps you want to expand your knowledge or obtain your CIP?
• Accommodations

Morison Insurance prides itself on being an equal opportunity employer. Disability-related accommodations are available by request during any/all stages of the application process. If you have any special requirements, please advise the interviewer during the recruitment and selection process. For more information regarding disability-related accommodation, please email accessibility@morisoninsurance.ca

• We thank all applicants for their interest in this position; however, only candidates selected for an interview will be contacted.