
Posted 13 days ago
Insurance Claims Specialist
AI Summary
Supports Personal Lines and Commercial Lines Client Account Managers by guiding clients through the insurance claims process from initial report to settlement, acting as a knowledgeable point of contact and ensuring accurate documentation and communication.
About this role
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.
Skills
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