Insurance Broker Support
About The Position
We're looking for an organized, detail-oriented Insurance Broker Support Specialist to join our brokerage team in Brockville, Ontario. If you enjoy behind-the-scenes work that keeps everything running smoothly, have a passion for providing exceptional service, and thrive in a fast-paced environment, we'd love to hear from you. In this role, you'll provide essential administrative and processing support to our brokers, helping deliver a seamless experience for both our team and our clients. You'll play a key role in ensuring information is accurate, complete, and processed correctly the first time.
Requirements
- Exceptional attention to detail and organizational skills.
- Ability to manage multiple priorities while maintaining accuracy.
- Strong communication and customer service skills.
- A collaborative approach and willingness to support the team wherever needed.
Nice To Haves
- RIBO licence or a willingness to obtain one.
- Previous experience working in a personal lines insurance brokerage.
- Experience using a Broker Management System (BMS).
Responsibilities
- Collaborate with insurance carriers to process policy changes, ensuring documentation is complete and brokerage systems are updated accurately.
- Review applications, renewals, and endorsements, acting as a second set of eyes to validate coverage requirements and identify discrepancies.
- Assist with pre-renewal preparation, including renewal letters, certificates of insurance, pink slips, and other policy documents.
- Proactively follow up with clients, brokers, and carriers to obtain missing information or required documentation.
- Process client payments and broker payment requests accurately and efficiently, including sending payment reminders and responding to payment inquiries.
- Complete invoicing for non-download policies and troubleshoot discrepancies when they arise.
- Remove MVR information from cancelled auto files in accordance with Ministry of Transportation of Ontario (MTO) requirements and regulatory standards.
- Provide administrative support to the broker team as needed, including preparing correspondence and policy documentation.
- Provide reception coverage during vacations, absences, and peak business periods.
- Stay up to date on carrier products, procedures, and system changes to provide accurate support.
Benefits
- Opportunity to grow your insurance knowledge.
- Work alongside experienced professionals in a supportive environment.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
