Generalist

Stalwart Insurance Group; Toronto; On-site; CAD 90,000 - 105,000; Full time

Benefits offered by this job

Extended health benefits plan

Job summary

Stalwart Insurance Brokers Ltd. in Toronto is seeking a Generalist to support senior insurance and finance staff and the executive team across client engagements, business initiatives, research, documentation, and day-to-day operations.

The Generalist will work across projects, quickly understanding new topics, preparing high-quality written and presentation materials for external clients, and coordinating commercial projects to completion.

Qualifications

• Excellent verbal and written communication with clients and team members.
• Strong research skills to independently gather, assess, and synthesize information from multiple sources.
• Exceptional attention to detail and accuracy.
• Strong organizational and project-management skills to manage multiple priorities and deadlines.
• Proactive and resourceful approach, able to advance assignments with limited direction.
• Willingness to learn quickly and work across diverse business functions.
• Experience in financial services, accounting, corporate finance, or consulting is an asset.
• MS Office skills, including Excel and PowerPoint.

Responsibilities

• Conduct research on companies, industries, financial planning, and other business topics to support client engagements and internal initiatives.
• Assist the insurance team in preparing insurance memorandums and financial analysis for external distribution.
• Assist with insurance applications, renewals, policy changes, underwriting requirements, and other aspects of client-file execution.
• Prepare pitch decks and other presentation materials for a variety of projects and initiatives.
• Assist on the creation of custom financial models and analysis in Excel.
• Communicate with lenders, insurance companies, and legal counsel, coordinating information between parties.
• Manage multiple projects and workstreams, ensuring deliverables are completed accurately and on time.
• Analyze operational data, track KPIs, and prepare information to support management decisions.
• Identify opportunities to improve processes, automate workflows, and enhance efficiency on commercial and administrative matters.

Skills

Communication skills

Research skills

Attention to detail

Organization

Project management

Proactive/Resourceful

Willingness to learn

Financial services experience (asset)

MS Office (Excel, PowerPoint)

Tools

Excel

PowerPoint

Job description

Stalwart Insurance Brokers Ltd. (Stalwart) is a growing national life insurance brokerage with a focus on high-complexity client and business situations. We value excellence and entrepreneurial thinking, requiring staff with the capacity to solve complex, novel problems. As we continue our rapid growth, we are looking for ambitious team members who are eager to scale their skills, abilities, and relationships.

Summary

We are looking for a Generalist to join our Toronto office. This is a dynamic role supporting senior insurance and finance staff and the executive team across client engagements, business initiatives, research, documentation, and day-to-day operations.

The Generalist will work across a variety of projects and will be expected to quickly understand new subject matter, research unfamiliar topics, review financial and corporate client information, prepare high-quality written and presentation materials for external insurance clients, and coordinate commercial projects through to completion. The Generalist will also provide support to the broader operations/administrative team as required.

Responsibilities

Your responsibilities will include, but will not be limited to:

• Conduct research on companies, industries, financial planning, and other business topics to support client engagements and internal initiatives
• Assist the insurance team in preparing insurance memorandums and financial analysis for external distribution
• Assist with insurance applications, renewals, policy changes, underwriting requirements, and other aspects of client-file execution
• Prepare pitch decks and other presentation materials for a variety of projects and initiatives
• Assist on the creation of custom financial models and analysis in Excel
• Effectively communicate with lenders, insurance companies, and legal counsel, and coordinate information between those parties when necessary
• Manage multiple projects and workstreams, ensuring deliverables are completed accurately and on time
• Analyze operational data, track key performance indicators, and prepare information to support management decision-making
• Identify opportunities to improve processes, automate workflows, and enhance operational efficiency on both commercial and operational/administrative matters

Required Skills and Experience

• Excellent verbal and written communication skills to engage with clients and team members
• Strong research skills and the ability to independently gather, assess, and synthesize information from multiple sources
• Exceptional attention to detail and a strong commitment to accuracy and consistency
• Strong organizational and project-management skills, with the ability to manage multiple priorities and deadlines
• A proactive and resourceful approach to work, with the ability to identify issues, investigate potential solutions, and move assignments forward with limited direction
• Ability and willingness to learn quickly, take on new responsibilities, and work across a broad range of business functions
• Previous experience in financial services, accounting, corporate finance, consulting, insurance, professional services, or another analytical business environment is considered an asset
• Strong Microsoft Office skills, including Excel and PowerPoint

Salary and Benefits

• Salary: $90,000 - $105,000 per year, commensurate with experience, plus bonus.
• Benefits: Extended health benefits plan.

Position Type

• Nature: Permanent, full-time, in-person
• Time Commitment: 40 hours per week, with occasional overtime required
• Work Location: Toronto, ON.
• Start Date: Immediate

Please note: Candidates must be currently authorised to work in Canada.

• We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.