Processing Associate Excess Underwriting

Markham, ON, Canada

Job Description

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About Us: Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 40,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.
At Gallagher, you can build a career whether it\xe2\x80\x99s with our brokerage division, our benefits and HR consulting division, or our corporate team. Responsibilities:
Excess Underwriting (https://excessunderwriting.ca/) is a Canadian grown; commercial, and personal lines insurance provider that works with brokers and their clients to manage risk proactively, collaboratively and in partnership. Excess Underwriting is a part of Gallagher, however continues to operate independently as a managing general agency (MGA) and Lloyd\'s broker serving insurance brokers and their clients across Canada.


The Processing Associate is responsible for providing administrative support to our underwriting team through the entering of client and underwriting data into our various systems and the creation of a wide range of policy documentation and some reception duties. This role is a phenomenal entry point for anyone looking to build a career in the Insurance industry!


Key Job Responsibilities:
  • Reception duties \xe2\x80\x93 Answer incoming calls, greet incoming visitors, Outgoing mail \xe2\x80\x93 Canada Post / ICS
  • Review new business submissions and prepare quote sheets or risk reviews for underwriter review and approval.
  • Issue, endorse, renew or cancel policies following underwriting guidelines, contractual guidelines, and applicable laws, subject to assigned authority levels. Input policy information into various systems including, TAM, PolicyWorks, Lineage or other host or business systems.
  • Search for information relevant to the underwriting function required to support the underwriting team including FUS codes, claims information etc.
  • Provide certificates of insurance to brokers as per established guidelines. Answer straightforward inquiries from brokers promptly.
  • Support the underwriting team in completing sales by assisting with requests and other administrative duties.
  • Filing and document management.
  • Order and follow up with site inspections and handle endorsement requests and referrals for the underwriter.
  • Manage relationships with retail brokers and follow up on any outstanding information needed to complete the underwriting file. Assist with customer and broker inquiries; including payment processing where applicable. Perform follow up activities for policy transactions. Perform daily filing and logging activities.



What Makes You Successful
  • With a passion for acquiring new skills and tackling new challenges, you seek a role where you will not only learn the business of insurance, but will also be able to have an immediate impact. Being in a fast-paced, dynamic environment brings out the best in you.
  • You\xe2\x80\x99re always able to prioritize effectively which allows you to exceed client expectations every time!
  • Working collaboratively and building relationships comes naturally to you, whether that\xe2\x80\x99s with clients or colleagues - people love working with you, and you with them.
  • Insurance is a highly technical field, but that complements your keen eye for detail \xe2\x80\x93 always being able to maintain the highest level of accuracy in your work. Highly tech-savvy, with an ability to learn new systems, tools and processes.
Qualifications:
  • High School Diploma or equivalent required, College or University Degree strongly preferred.
  • A year of professional work experience an asset. Any experience in the Insurance industry highly valued.
  • Proficiency with Microsoft Word, Excel required. Experience with any CRM highly valued (i.e. Policy Works, Applied Systems TAM).



What We Can Offer:

Gallagher offers competitive salaries and bonus plans. We offer benefits, including; medical/dental, life & dependent life, AD & D, pension/group savings plan, employee stock purchase plan, educational expense reimbursement, employee assistance programs, discounted gym membership, opportunity for flexible work hours, paid sick days, personal days, employee education recognition program, employee referral bonus program and more. We love to have fun and cultivate an enjoyable working environment.
We have an active social club along with a service recognition program which ensures we share and celebrate the successes of our employees along with rewarding our employees for their achievements.
We offer a diverse learning environment that challenges you to build on your strengths and to create new ones. We provide career pathing and advancement opportunities for our hard-working and dedicated employees.
We are an equal opportunity employer which values diversity in the workplace. As an equal opportunity employer we support and are happy to accommodate any individual needs in keeping with relevant Employment legislation. Accommodations are available on request for candidates taking part in all aspects of the selection process.


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Job Detail

  • Job Id
    JD2142250
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Markham, ON, Canada
  • Education
    Not mentioned