Job Description

Our team is looking for someone to join us in a support role with a view to building a career managing high net worth Clients.

Job Duties and Responsibilities:

  • Process policy management through carrier portals and broker management system
  • Prepare renewal summaries in excel format and discuss renewals with Account Manager
  • Prepare insurance related letters and documents
  • Manage follow-up / abeyance system and Renewal Logs to ensure client service standards are met
  • Assist Account Manager with client inquiries or time sensitive assignments as requested
  • Vacation and service overflow support

Knowledge, Skills:

  • Attention to detail and accuracy is a must
  • Excellent organizational skills
  • Confident with Excel and Word

Role Qualifications:

  • Secondary school certificate
  • Minimum 1-3 years’ insurance experience within an insurance brokerage or insurance company.  We will consider experience in related professional service sectors.
  • RIBO licensed or has the capacity to be so within 8 weeks


  • Experience and skills will determine level of hire at Account Assistant or Associate level


Job Posting Details

Job Type


Market Segment

Property Casualty Insurance

Company Type

Insurance Brokerage

Languages Required


Education Required

Secondary School Diploma

Minimum Experience Required

1 to 2 Years

Salary (annually)

from $40,000 to $50,000