Broker Support & Operations Specialist

Northern Peak HR; Northwestern Ontario; On-site; CAD 42,000 - 46,000; Full time

Job summary

Jones Insurance in Canada is seeking a Broker Support Specialist to provide essential administrative and technical support to Personal Insurance Brokers. The role processes insurance transactions, compiles application and quotation materials, and maintains accurate documentation in our Broker Management System and insurer portals.

You will collaborate with brokers and colleagues, assist in auditing, manage client inquiries, and support accounting tasks such as payments and receipts.

Qualifications

• High school diploma or equivalent; relevant office admin training is an asset.
• Minimum 2 years in administrative or client service role.
• Familiarity with BMS or insurance processes is advantageous.
• Experience with financial record-keeping and data entry is desired.

Responsibilities

• Process new insurance applications and other policy transactions within our insurance partners' web portals as directed by Jones Insurance Brokers.
• Work with brokers and other colleagues to resolve internal underwriting issues.
• Assist in the internal auditing process as directed by the Personal Lines Manager.
• Document all client activity in our Broker Management System in accordance with our policies and procedures.
• Complete quote requests in our quotation management systems as directed.
• Compile electronic application packages for brokers.
• Assist in other administrative duties or projects as required.

Skills

Administrative support

Client service

Attention to detail

Microsoft 365

Education

High school diploma

Office administration background

Tools

Broker Management System (BMS)

CMS experience

Microsoft 365

Job description

Jones Insurance in Canada is seeking a Broker Support Specialist to provide essential administrative and technical support to Personal Insurance Brokers. The role processes insurance transactions, compiles application and quotation materials, and maintains accurate documentation in our Broker Management System and insurer portals.

You will collaborate with brokers and colleagues, assist in auditing, manage client inquiries, and support accounting tasks such as payments and receipts.