Associate Broker, General Industries

Purves Redmond Limited; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading insurance brokerage in Ontario is seeking an Associate Broker to provide technical and administrative support to the broking team. The role involves servicing commercial clients, assisting in the renewal and marketing processes, and ensuring accurate documentation. Ideal candidates will have 4+ years of experience in commercial insurance and relevant licenses. This position allows for professional growth within a collaborative team environment.

Qualifications

• 4+ years of experience in commercial insurance, preferably within a brokerage.
• Experience supporting mid-market or large commercial accounts across multiple industries.
• Proficient with policy documentation and the placement process.

Responsibilities

• Assist with preparation of renewal documents and client deliverables.
• Support client onboarding and renewal processes.
• Maintain accurate client records and policy documentation.
• Prepare marketing submissions for insurers.

Skills

Commercial insurance experience

Client servicing

Negotiation skills

Proficient in Microsoft Office

Excellent communication skills

Education

RIBO license

CAIB, CIP, or CRM designations

Job description

Overview

The Associate Broker, General Industries provides technical and administrative support to the broking team in servicing commercial clients across diverse industry sectors. This role supports the renewal and marketing process, policy documentation and day-to-day client servicing. It offers exposure to all stages of the broking cycle and opportunities for professional growth within a collaborative team environment.

Responsibilities

• Assist with the preparation of renewal documents, proposals, summaries of insurance, certificates, binders and other client deliverables
• Support client onboarding and renewal processes by gathering underwriting information, preparing applications and updating internal systems
• Maintain accurate and up-to-date client records and policy documentation
• Coordinate with internal teams (e.g. Claims, Accounting, Compliance) to ensure seamless client service and issue resolution
• Prepare marketing submissions for insurers and assist with the placement process under the direction of a senior broker
• Assist in negotiation and placement of coverage under the guidance of a Client Executive
• Track carrier responses, compile quote comparisons, and support the development of recommendation reports
• Participate in insurer meetings and internal strategy discussions as needed
• Review and process policy documentation, endorsements and invoicing with a high degree of accuracy
• Contribute to the preparation of benchmarking and loss summary reports
• Track and monitor key dates and service deliverables to ensure timely follow-up and execution

Experience Requirements

• 4+ years of experience in commercial insurance, preferably within a brokerage environment
• Experience supporting mid-market or large commercial accounts across multiple industries
• RIBO license
• CAIB, CIP or CRM designations are assets
• Working knowledge of property and casualty insurance products, policy documentation, and placement process
• Experience liaising with insurer and supporting client activities
• Proficient with Microsoft Office tools
• Excellent written and verbal communication skills
• Collaborative team player with a proactive, service-oriented mindset

Details

• Seniority level : Associate
• Employment type : Full-time
• Job function : Customer Service
• Industries : Insurance

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