Insurance Broker Support Specialist

Collectivfide Insurance Brokers Inc.; Brockville; On-site; CAD 42,000 - 64,000; Full time

Benefits offered by this job

Health and dental benefits

Employer pension matching

Generous vacation time

Personal days

Volunteer days

Pawreavement Leave

Job summary

Collectivfide Insurance Brokers Inc. in Brockville, Ontario is seeking an Insurance Broker Support / Technical Service Representative who thrives on the technical and operational side of insurance.

You will work with brokers, carriers, and clients to move policies through application to renewal, process changes, endorsements, and inquiries, while maintaining accurate records in our brokerage management system.

Qualifications

• 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 collaborative, team-oriented approach.

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

Follow-up

Customer service

Team collaboration

Tools

Broker Management System (BMS)

Job description

Collectivfide Insurance Brokers Inc. in Brockville, Ontario is seeking an Insurance Broker Support / Technical Service Representative who thrives on the technical and operational side of insurance.

You will work with brokers, carriers, and clients to move policies through application to renewal, process changes, endorsements, and inquiries, while maintaining accurate records in our brokerage management system.