Insurance Claims Specialist

Job summary

The Insurance Claims Specialist guides clients through the entire claims process from initial report to final settlement. They are responsible for accurately gathering information, communicating with adjusters, and maintaining detailed documentation in the broker management system.

Job details

About Morison Insurance We're a family-owned insurance brokerage with three decades of Southern Ontario roots. What started as a three-person downtown Hamilton office has grown into a team of 100 employees across offices throughout the region. We're guided by five core values: Go Beyond, Evolve, Own It, Our Promise, and Unified. We're committed to innovation, exceptional service, and creating an environment where our team can thrive. About This Role As an Insurance Claims Specialist, you'll support our Personal Lines and Commercial Lines Client Account Managers by proactively guiding clients through every stage of a claim — from the initial report to final settlement, and beyond. You'll be a steady, knowledgeable point of contact during a stressful moment for clients, and this role also offers learning and development opportunities for someone looking to grow their career in insurance. What You'll Do Offer professional guidance to clients through claims counselling conversations Consistently provide quality customer service by clearly communicating expectations and next steps Accurately gather required information from clients to issue a New Loss Notice to the insurance company Promptly issue and report new claims to the insurance company Contact clients within 24 hours of the initial reported claim and maintain contact throughout Effectively communicate with Claim Adjusters Help clients navigate challenges that arise during the process, escalating to the adjuster or claims manager when necessary Keep managers and the dedicated Client Account Manager updated on claim status and any issues requiring escalation Thoroughly document all conversations using the EPIC & Blue Butler systems Accurately capture and input claims data into the broker management system Administer Proof of Loss and claim cheque requirements, when required Connect clients with their dedicated Client Account Manager upon settlement for any resulting policy changes Support other broker-related responsibilities as needed, including managing the Claims inbox by uploading emails to the broker management system What We're Looking For RIBO licence required Post secondary education, or equivalent work experience Minimum 3 years of insurance experience with strong claim and coverage knowledge across all lines of Personal Insurance, commercial lines experience is an asset Strong problem-solving and verbal communication skills Effective interpersonal skills, including listening, empathy, tact, and diplomacy A positive, customer-first attitude Strong organizational skills with attention to detail and accuracy Ability to adapt quickly and work effectively in a fast-paced environment Industry designations (CAIB, CIP) are a plus Work Environment & Schedule In-office Monday–Friday schedule (8:30am–4:30pm) with early Friday closures during summer long weekends Comprehensive Benefits Competitive salary 5% RRSP matching program Group Benefits Plan (health, dental, vision coverage) Employee Assistance Program for personal and professional support 4 weeks vacation Paid personal days and extended Christmas break Professional Development Continuing education opportunities Modern offices and technology that support teamwork, skills development, and collaboration Growing brokerage with access to many markets Equal Opportunity & Accessibility Morison Insurance is an equal opportunity employer committed to creating an inclusive workplace. We provide disability-related accommodations throughout our recruitment process. If you require any accommodations, please contact us at accessibility@morisoninsurance.ca or inform your interviewer during the selection process. We appreciate all applications and will contact candidates selected for interviews directly.

What you’ll do

The Insurance Claims Specialist guides clients through the entire claims process from initial report to final settlement. They are responsible for accurately gathering information, communicating with adjusters, and maintaining detailed documentation in the broker management system.

Requirements

Candidates must hold a valid RIBO licence and possess at least 3 years of insurance experience. Strong communication, problem-solving skills, and post-secondary education or equivalent work experience are required.

Benefits

• RRSP matching program • Group benefits plan • Health insurance • Dental insurance • Vision coverage • Employee assistance program • Paid vacation • Paid personal days • Professional development

Listed skills

• Customer service · Preferred
• Problem solving · Preferred
• interpersonal skills · Preferred
• Attention to detail · Preferred
• Risk Management · Preferred
• Data entry · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Claims processing
• Customer service
• Problem-solving
• Verbal communication
• Interpersonal skills
• Active listening
• Empathy
• Diplomacy
• Organizational skills
• Attention to detail
• Data entry
• Insurance coverage knowledge
• Claims counselling
• Risk management
• Professional Guidance
• Tactfulness
• Workplace Inclusivity
• Organizational Skills
• Brokerage
• Customer Service
• Communication
• Employee Assistance Programs
• Settlement
• Innovation
• Interpersonal Communications
• Problem Solving
• Verbal Communication Skills
• Teamwork
• Detail Oriented

Job areas

• Finance & Accounting
• Customer Service & Support
• Administrative
• Insurance Claims Specialist
• Claims Adjuster / Specialist (General)
• Valuers and Loss Assessors
• Claims Adjusters, Examiners, and Investigators