Advisor, Underwriting and Billing

Montreal, QUE, Canada

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. You will be required to review and approve underwriting and billing exceptions in accordance with rules and authority levels. You will also handle referrals from other employees that fall outside of their authority. You will be required to effectively communicate rationale relative to potential changes to risk appetite, products, and guidelines, as well as premium dislocation. Decisions on accommodation outcomes will also need to be communicated to brokers, ensuring they understand the rationale behind our decisions.

You will be required to process more complex transactions not enabled by broker self-service functionality, including but not limited to billing inquiries, ...