Top Benefits
About the role
Are you looking for an opportunity to develop a professional career in a growing industry? We have an incredible opportunity for you!
At Duliban Insurance, we are not your average insurance broker – when you join the Duliban Dream Team, you become part of something bigger. Our tenets of honesty, integrity, and hard work inform everything we do – from our innovative technological approach to our commitment to the communities we serve, we drive for excellence while maintaining our homegrown roots.mJoin our award-winning Dream Team and grow with us!
The Opportunity
The Underwriter supports the underwriting team through the administration of key insurance documentation and processes, contributing to the timely and accurate handling of client policies. This position acts as a liaison between Underwriting, Sales, and Service teams by preparing policy documentation, ensuring accuracy in all documents, and facilitating policy document management.
Primary Responsibilities
- Complete the preparation of insurance policy applications for personal lines and coordinate their return to the Sales and Service teams for client signatures, ensuring all documentation is accurate.
- Review and process varied terms letters, ensuring that all policy conditions and requirements are clearly documented and aligned with guidelines.
- Facilitate the issuance of any portfolio transfers.
- Monitor a shared “signatures” inbox and action incoming requests and documents that require signatures, escalating when necessary.
- Maintain and update policy binder lists on a regular basis.
- Utilize Pathway automation tools to support and streamline policy billing processes, ensuring timely communication and improved billing efficiency.
- Collaborate with the team and your leaders to resolve administrative gaps and maintain a high standard of policy documentation.
- Use various means of communication with both the team and your leaders to ensure that the highest quality of work and service is upheld.
- Engage in continuous learning and development for the purposes of maintaining current and relevant product and process knowledge.
- Adherence to all company health and safety policies.
- Perform all other related duties as assigned with a high level of integrity and professionalism.
Requirements
Preferred Skills
- Excellent interpersonal and communication skills
- Filipino as a first or second language
- Strong organizational skills and attention to detail
- Proficient computer skills
- Strong problem-solving skills
- Ability to multi-task and prioritize work
- Patient, enthusiastic, and dedicated
Preferred Qualifications
- Completion of a high school diploma or equivalent
- Minimum of 1 year of experience in insurance underwriting or a related field
- Proficient in the use of Microsoft Office
Benefits
The Company
Duliban Insurance Brokers is an award-winning third generation brokerage that has been consistently named a top insurance workplace, winner of Brokerage of the Year (2019), and Lincoln’s Business of the Year (2022). With offices across Niagara and Haldimand, our team prides itself on helping clients find simple, affordable solutions to all their auto, home, business and farm insurance needs.
As a valued Dream Team Member, you receive:
- Competitive compensation
- A benefit package including medical, dental and vision coverage
- A health spending account to use at your discretion
- Paid Personal Days
- RRSP and DPSP Plan
- Paid time off to volunteer in the community
- Training and development opportunities
Become a valued member of the Duliban Dream Team and work alongside dedicated, motivated individuals committed to the communities we serve. Come and join us!
About Duliban Insurance Brokers Limited
We at Duliban Insurance Brokers are a third-generation family-owned business. We come from humble beginnings when James Duliban purchased a small Insurance Agency in 1976 and started James Duliban Insurance Brokers operating out of a 400 sq foot office. James, alongside his wife Margaret, worked tirelessly to get the business off the ground and did so in the one manner they know; hard work, honesty, and integrity. It’s these founding principles that remain true to our family business today.
Duliban Insurance Brokers Ltd. has an incredible team of dedicated and focused insurance professionals. All of whom focus on pushing the status quo to improve each day. This past year, Duliban Insurance Brokers Ltd. was nominated for Brokerage of the Year by the Insurance Brokers Association of Ontario and ranked within the top 3 of all brokerages across Canada. This is a true testament to all members of our family business and the value we provide to our valued customers.
We at Duliban Insurance Brokers Ltd are keenly focused on our valued customers, our team members, and community. It is our goal to be your ‘Hometown Broker’ for all of your insurance needs.
Our Mission: A progressive company that provides independent insurance advice, accountability, and outstanding customer service while operating with the highest degree of honesty and integrity.
Our Vision: To be the leading Independent Insurance broker who is highly respected in the community, for the home town values that we represent and the services we provide.
Our Clients: You will have our undivided attention. Duliban Insurance Brokers treats every client with mutual respect and understanding. We listen carefully to your specific needs and requirements in order to develop insurance solutions with a level of service and coverage you can’t find anywhere else.
Our Team: Everything depends on communication. With our partnership approach, professional staff and thorough understanding of your business, we strive to meet the goals we establish for ourselves and our clients. Built on a foundation of honesty, integrity and trust. We work as a team to develop exceptional programs that our clients can rely on to grow and succeed in the community today.
Top Benefits
About the role
Are you looking for an opportunity to develop a professional career in a growing industry? We have an incredible opportunity for you!
At Duliban Insurance, we are not your average insurance broker – when you join the Duliban Dream Team, you become part of something bigger. Our tenets of honesty, integrity, and hard work inform everything we do – from our innovative technological approach to our commitment to the communities we serve, we drive for excellence while maintaining our homegrown roots.mJoin our award-winning Dream Team and grow with us!
The Opportunity
The Underwriter supports the underwriting team through the administration of key insurance documentation and processes, contributing to the timely and accurate handling of client policies. This position acts as a liaison between Underwriting, Sales, and Service teams by preparing policy documentation, ensuring accuracy in all documents, and facilitating policy document management.
Primary Responsibilities
- Complete the preparation of insurance policy applications for personal lines and coordinate their return to the Sales and Service teams for client signatures, ensuring all documentation is accurate.
- Review and process varied terms letters, ensuring that all policy conditions and requirements are clearly documented and aligned with guidelines.
- Facilitate the issuance of any portfolio transfers.
- Monitor a shared “signatures” inbox and action incoming requests and documents that require signatures, escalating when necessary.
- Maintain and update policy binder lists on a regular basis.
- Utilize Pathway automation tools to support and streamline policy billing processes, ensuring timely communication and improved billing efficiency.
- Collaborate with the team and your leaders to resolve administrative gaps and maintain a high standard of policy documentation.
- Use various means of communication with both the team and your leaders to ensure that the highest quality of work and service is upheld.
- Engage in continuous learning and development for the purposes of maintaining current and relevant product and process knowledge.
- Adherence to all company health and safety policies.
- Perform all other related duties as assigned with a high level of integrity and professionalism.
Requirements
Preferred Skills
- Excellent interpersonal and communication skills
- Filipino as a first or second language
- Strong organizational skills and attention to detail
- Proficient computer skills
- Strong problem-solving skills
- Ability to multi-task and prioritize work
- Patient, enthusiastic, and dedicated
Preferred Qualifications
- Completion of a high school diploma or equivalent
- Minimum of 1 year of experience in insurance underwriting or a related field
- Proficient in the use of Microsoft Office
Benefits
The Company
Duliban Insurance Brokers is an award-winning third generation brokerage that has been consistently named a top insurance workplace, winner of Brokerage of the Year (2019), and Lincoln’s Business of the Year (2022). With offices across Niagara and Haldimand, our team prides itself on helping clients find simple, affordable solutions to all their auto, home, business and farm insurance needs.
As a valued Dream Team Member, you receive:
- Competitive compensation
- A benefit package including medical, dental and vision coverage
- A health spending account to use at your discretion
- Paid Personal Days
- RRSP and DPSP Plan
- Paid time off to volunteer in the community
- Training and development opportunities
Become a valued member of the Duliban Dream Team and work alongside dedicated, motivated individuals committed to the communities we serve. Come and join us!
About Duliban Insurance Brokers Limited
We at Duliban Insurance Brokers are a third-generation family-owned business. We come from humble beginnings when James Duliban purchased a small Insurance Agency in 1976 and started James Duliban Insurance Brokers operating out of a 400 sq foot office. James, alongside his wife Margaret, worked tirelessly to get the business off the ground and did so in the one manner they know; hard work, honesty, and integrity. It’s these founding principles that remain true to our family business today.
Duliban Insurance Brokers Ltd. has an incredible team of dedicated and focused insurance professionals. All of whom focus on pushing the status quo to improve each day. This past year, Duliban Insurance Brokers Ltd. was nominated for Brokerage of the Year by the Insurance Brokers Association of Ontario and ranked within the top 3 of all brokerages across Canada. This is a true testament to all members of our family business and the value we provide to our valued customers.
We at Duliban Insurance Brokers Ltd are keenly focused on our valued customers, our team members, and community. It is our goal to be your ‘Hometown Broker’ for all of your insurance needs.
Our Mission: A progressive company that provides independent insurance advice, accountability, and outstanding customer service while operating with the highest degree of honesty and integrity.
Our Vision: To be the leading Independent Insurance broker who is highly respected in the community, for the home town values that we represent and the services we provide.
Our Clients: You will have our undivided attention. Duliban Insurance Brokers treats every client with mutual respect and understanding. We listen carefully to your specific needs and requirements in order to develop insurance solutions with a level of service and coverage you can’t find anywhere else.
Our Team: Everything depends on communication. With our partnership approach, professional staff and thorough understanding of your business, we strive to meet the goals we establish for ourselves and our clients. Built on a foundation of honesty, integrity and trust. We work as a team to develop exceptional programs that our clients can rely on to grow and succeed in the community today.