Broker Admin

Collectivfide Insurance Brokers Inc.; Alliston; On-site; CAD 40,000 - 55,000; Full time

Job summary

A leading insurance brokerage in Alliston is looking for a Broker Admin to enhance customer experiences and support office operations. This role involves answering calls, greeting visitors, and managing administrative tasks. The ideal candidate should possess strong organizational skills and prior customer service experience, making this a great entry point into a rewarding career in insurance. Join a supportive team where your contributions matter.

Qualifications

• Previous experience in an office/administrative or customer service-based role is required.
• Exceptional attention to detail and organizational skills.
• Adaptable and flexible, willing to help out with any task.

Responsibilities

• Answer calls in a professional and timely manner.
• Greet all guests and visitors making them feel welcomed.
• Provide administrative support to management and the team as required.

Skills

Customer Service

Organizational Skills

Attention to Detail

Education

Experience in office/administrative role

Insurance brokerage experience

Job description

Doner Horsley Insurance Brokers has been proudly serving the Alliston community for over 100 years. This position is backfilling a vacancy as we were thrilled to promote our current Broker Admin into a new role with our company.

Our Broker Admin is really the ambassador of our brand and our culture. They are the first one the customers speak to when they call in or come into the office and the first person the teams sees when they arrive each day. They are the hub of everything else that goes on in the office so we want to make sure we get it right. We need someone that is super friendly, outgoing, and organized to make sure things run smoothly and customers have a great experience with us. This could either be your forever job or it may also be a great gateway into a future career in insurance.

This role is required to be in the office at our Alliston, ON location.

So … what will it be like to work here? Here’s what our employees had to say in our employee engagement survey

“This is a great place to work … I love my job”
“I appreciate that we are a true team here.”

“I love that I can freely ask for help or advice from my co-workers who are always more than happy to help”

What Will You Spend Your Days Doing?

• Answer calls in a professional and timely manner, directing them to the appropriate party.
• Greet all guests and visitors making them feel welcomed.
• Sort and distribute incoming and outgoing mail and courier.
• Receive client payments and update the system with the required information.
• Reconcile Direct Bill commission statements and pass to the Accounting & Admin Assistant to complete any corrections and finalize.
• Process renewal and endorsement letters including the corresponding financial transactions to assist the brokers.
• Responsible for all supply, equipment, and business card orders.
• Organize team/company meetings, events, training, etc.
• Provide additional administrative support to management and the team as required.

QUALIFICATIONS

• Previous experience in an office/administrative or customer service-based role is required.
• Prior experience in an insurance brokerage is a definite asset.
• Adaptable and flexible, willing to help out with any task.
• Serving as the front-line ambassador for the brokerage, must remain positive and professional at all times.
• Exceptional attention to detail and organizational skills.

Accessibility Statement

If due to a disability you require accommodation or accessible format and communication support, please submit your request in writing and together, in partnership with Human Resources, we will work to develop an accommodation plan.