Job Description


Supports the Personal Lines and Executive Service departments in all administrative tasks for Account Executives, Account Managers and Customer Service Reps.


  1. Prepares renewal and endorsement documents which includes client letters and policy documentation.
  2. Process endorsement on company portals.
  3. Process the daily download/EDI transactions including auto invoicing.
  4. Update renewal list when processed.
  5. Upload new business on company portals.
  6. Process liability slips, abstracts and auto plus monthly.
  7. Scanning, photocopying and any other administrative support when required.
  8. Performs other duties as required.


RIBO License preferred or willing to obtain within 3 months

High School Diploma or Community College or commensurate work experience

CIP and/or CAIB designations or working actively working towards designation


Strong organizations skills with the ability to re-prioritize tasks and manage time effectively

Accuracy and strong attention to detail

Excellent communication skills both written and verbal

Proficient with MS Office Suite (Outlook, Word, Excel)

Able to work individually and as part of a team

Experience with and understanding of Agency Manager (TAM) system

1 year experience in a similar position

Ability to work independently with minimum supervision


At Baird MacGregor & Hargraft, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve, and creating an environment where every employee has the opportunity to reach her/his potential.  We are committed to providing accommodation to persons with disabilities. If you require accommodation during the recruitment or interview process, we will work with you to accommodate your needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.  No agencies please.


Job Posting Details

Job Type


Market Segment


Company Type

Insurance Brokerage

Languages Required


Education Required

Secondary School Diploma

Minimum Experience Required

1 to 2 Years