Personal Lines Underwriter
About the job
- Solid understanding of insurance companies and their underwriting rules.
- Two years of Personal Lines insurance education and/or underwriting experience.
- Willingness to obtain a Registered Insurance Brokers of Ontario license.
- Upload insurance applications to company portals.
- Submit Letters of Authorization to companies for processing.
- Process insurance policy changes on company portals.
- Check new business, policy changes, and cancellations for accuracy.
- Complete activities from a queue in the broker management system.
- Process manual renewals and invoices for non-download policies.
- Follow up with companies on pending renewals listed in expiry reports.
- Call companies for underwriting follow-up or questions as required.
- Split accounts and move policies within the broker management system.
- Inactivate client accounts in the broker management system.
- Handle mail activities entered by reception in Applied Epic.
- Review and correct month-end reports as required.
- Experience using Applied Epic.
- Experience using Compu-Quote and various insurance company portals.
- Additional industry designations such as Registered Insurance Brokers of Ontario, Canadian Accredited Insurance Broker, or Chartered Insurance Professional.
About the company
Morison Insurance arranges personal and commercial insurance for people and businesses across Ontario, matching their needs with coverage from Canadian insurers. Its brokers review a customer's property, activities and existing policies, then compare prices and explain the protection available. The brokerage handles home and car insurance alongside cover for farms, contractors and recreational vehicles, so clients use it for both household and business risks. Customers keep working with their broker as circumstances change and policies come up for renewal, while the brokerage earns commissions included in insurance premiums. Morison Insurance is headquartered in Mount Hope, Ontario.
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
N/A
Founded
N/A
Get referred to Morison Insurance
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Simplify's Take
What believers are saying
- Hours are defined: Morison advertises a 35-hour Monday-to-Friday workweek, with extra paid days off at Christmas.
- Giving back gets paid time: every Morison employee receives one annual volunteer day with a chosen local registered charity.
- Prospecting starts with supplied leads: Morison feeds warm prospects to its full-time Hamilton Digital Sales Personal Lines Insurance Broker.
What critics are saying
- Extra insurer income fluctuates: Morison's contingent commissions are not guaranteed and use average results over three years.
- Remote work is excluded: Morison's Hamilton Commercial Insurance Account Manager works in-office; the role is full-time.
- Claims responses are timed: Morison's full-time Insurance Claims Specialist in Hamilton must contact clients within 24 hours of initial reports.
What makes Morison Insurance unique
- Decisions stay independent: Morison remains family-owned and works for clients rather than any single insurance company.
- Claims support stays inside Morison: its own claims team guides customers and advocates with insurers.
- Training has dedicated staff: Morison keeps in-house trainers in the building and reimburses continuing education.
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