Property Casualty Client Assistant

Brown & Brown; Markham; On-site; CAD 45,000 - 60,000; Full time

Job summary

Brown & Brown is seeking a Property Casualty Client Assistant for their Markham office. The role involves managing administrative tasks related to a book of business, ensuring compliance, and fostering client relationships. Ideal candidates will have over a year of insurance experience, strong Microsoft Office skills, and a collaborative mindset.

Qualifications

• 1+ years’ experience in the insurance industry or a related field.
• Proficient in Word, Excel, PowerPoint.
• Familiarity with office equipment.

Responsibilities

• Manage day-to-day administrative tasks for a designated book of business.
• Assist in the renewal process and maintain compliance documentation.
• Build successful relationships with teams, vendors, and carriers.

Skills

Proficient knowledge in Microsoft Windows environment

Client relationship management

Billing and policy processing

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown and Brown is seeking a Property Casualty Client Assistant to join our growing team in Markham, Ontario, Canada.

The Property Casualty Client Assistant is responsible for managing the day-to-day administrative tasks of a designated book of business, including policy processing, billing, renewals, and documentation, while ensuring accuracy and compliance with brokerage guidelines. The position also focuses on building strong relationships with internal teams, carriers, and vendors to support client retention and foster a collaborative, knowledgeable work environment.

How You Will Contribute:

1. Responsible for the day-to-day administrative tasks dedicated to a book of business, including reviewing policies, billing notices, processing policies/endorsements, invoicing, issuance of certificates of insurance, and auto ID cards.
2. Build courteous and successful relationships with teams, vendors, and carriers to improve client retention.
3. Assist in the renewal process for all assigned clients as directed, including ordering updated loss information, obtaining updated information, documenting renewal applications, and preparing marketing materials and binders.
4. Record renewal, sales, and insurance operations compliance documents into the agency management database, as directed.
5. Follow brokerage guidelines, policies, and procedures.
6. Promote teamwork, support, knowledge sharing, and a positive attitude in the department and office.
7. Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing.

Skills & Experience to Be Successful:

1. 1+ years’ experience in the insurance industry or a related field.
2. Proficient knowledge in Microsoft Windows environment, including Word, Excel, PowerPoint. Able to create, edit, and merge letters, spreadsheets, labels, etc.
3. Proficient use of office equipment (including copy machines, printers, faxes, etc.)

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The Power to Be Yourself

We are an Equal Opportunity Employer. Brown & Brown is committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.