Insurance Broker Support

Collectivfide Group; Brockville; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Health and dental benefits

Pension matching

Generous vacation time

Personal days

Volunteer days

Pawreavement Leave

Job summary

Collectivfide Group in Brockville, Ontario is seeking a detail-oriented Insurance Broker Support / Technical Service Representative to support brokers and clients through the policy lifecycle, from application to renewal and everything in between.

You’ll process policy changes, endorsements, cancellations, and documentation, coordinate with carriers, and ensure accurate records in our brokerage management system while delivering responsive service.

Qualifications

• Experience in a personal lines insurance brokerage environment is an asset.
• Experience with a Broker Management System (BMS) is an asset.
• Strong understanding of insurance terminology, documentation, and policy processes.
• Exceptional attention to detail and accuracy.
• Strong organizational and time management skills, with the ability to manage multiple priorities.
• Excellent communication and follow-up skills.
• A proactive approach to problem-solving and getting things done.
• Strong customer service skills and a commitment to supporting clients and colleagues.
• Collaborative, team-oriented approach and willingness to jump in wherever support is needed.

Responsibilities

• Provide technical and administrative support to brokers throughout the policy lifecycle.
• Work directly with insurance carriers to process endorsements, policy changes, cancellations, and other requests.
• Review applications, renewals, endorsements, and policy documentation to ensure information is accurate, complete, and consistent.
• Assist with pre-renewal preparation, including renewal letters, certificates of insurance, pink slips, and other client documentation.
• Follow up with brokers, clients, and carriers to obtain outstanding information and documentation.
• Process client payments and broker payment requests, including payment reminders and responding to payment-related inquiries.
• Complete invoicing for non-download policies and investigate and resolve discrepancies.
• Maintain accurate and up-to-date client and policy information within the brokerage management system.
• Remove MVR information from cancelled auto files in accordance with MTO requirements and applicable regulatory standards.
• Prepare correspondence, policy documents, and other materials to support the broker team.
• Provide reception coverage during vacations, absences, and busier periods as required.
• Stay current on carrier products, procedures, systems, and workflow changes to provide knowledgeable and efficient support.
• Assist the team with other technical and operational duties as needed.

Skills

Attention to detail

Organizational skills

Communication skills

Customer service orientation

Job description

Join a Great Team in Brockville, Ontario!

We’re looking for a detail-oriented and organized Insurance Broker Support / Technical Service Representative to join our team in Brockville. This is a great opportunity for someone who enjoys the technical and operational side of insurance and wants to play an important role in supporting brokers and delivering exceptional service to clients.

In this role, you’ll work closely with our brokers, insurance carriers, and clients to keep policies moving smoothly from application through renewal and everything in between. You’ll be responsible for processing policy changes, reviewing documentation, coordinating with carriers, and making sure our systems and files are accurate and up to date.

What You’ll Do

• Provide technical and administrative support to brokers throughout the policy lifecycle.
• Work directly with insurance carriers to process endorsements, policy changes, cancellations, and other requests.
• Review applications, renewals, endorsements, and policy documentation to ensure information is accurate, complete, and consistent.
• Assist with pre-renewal preparation, including renewal letters, certificates of insurance, pink slips, and other client documentation.
• Follow up with brokers, clients, and carriers to obtain outstanding information and documentation.
• Process client payments and broker payment requests, including payment reminders and responding to payment-related inquiries.
• Complete invoicing for non-download policies and investigate and resolve discrepancies.
• Maintain accurate and up-to-date client and policy information within the brokerage management system.
• Remove MVR information from cancelled auto files in accordance with Ministry of Transportation of Ontario (MTO) requirements and applicable regulatory standards.
• Prepare correspondence, policy documents, and other materials to support the broker team.
• Provide reception coverage during vacations, absences, and busier periods as required.
• Stay current on carrier products, procedures, systems, and workflow changes to provide knowledgeable and efficient support.
• Assist the team with other technical and operational duties as needed.

What You’ll Bring

• Previous experience in a personal lines insurance brokerage environment is an asset.
• Experience working with a Broker Management System (BMS) is an asset.
• Strong understanding of insurance terminology, documentation, and policy processes.
• Exceptional attention to detail and accuracy.
• Strong organizational and time management skills, with the ability to manage multiple priorities.
• Excellent communication and follow-up skills.
• A proactive approach to problem-solving and getting things done.
• Strong customer service skills and a commitment to supporting both clients and colleagues.
• A collaborative, team-oriented approach and willingness to jump in wherever support is needed.

Why Join Us?

We believe the best work happens when people work together. You’ll be part of a supportive team where your work directly contributes to the success of our brokers and the experience our clients receive.

This role offers the opportunity to build your insurance knowledge, develop your technical skills, and grow your career alongside experienced insurance professionals. We value people who are curious, dependable, detail-oriented, and always looking for ways to make things better.

Accessibility

If you require accommodation or accessible communication support during the recruitment process due to a disability, please let us know in writing. We will work with you to develop an individualized accommodation plan.

Compensation and Benefits

We believe in being transparent about compensation. Our salary ranges reflect the skills, experience, and responsibilities required for each role while providing opportunities for growth as you develop your career with us.

Candidates with extensive, directly relevant experience will typically be hired at or near the midpoint of the salary range. The upper end of the range is generally reserved for team members who consistently demonstrate exceptional performance, make a meaningful impact, and continue to grow within their role. Those who are earlier in their career or building experience may join below the midpoint, with opportunities to progress over time.

Your final salary will be based on your experience, skills, qualifications, and the value you bring to the role.

• We offer a competitive total rewards package that includes comprehensive health and dental benefits, employer pension matching, generous vacation time, personal days, volunteer days, and Pawreavement Leave, because we know pets are family, too.

Real People. Real Conversations. Real Hiring.