Insurance Broker jobs in Canada

Summary of Responsibilities

Reporting to the Account Manager in British Columbia, the incumbent is responsible for ensuring client satisfaction by responding to account managers’ requests and providing technical / administrative support to the entire team.

Specific Responsibilities

Collaborate with account managers to ensure exceptional customer service;

Update and prepare renewal and new client files within established deadlines;

Draft and prepare various insurance documents, including cover notes, applications, quotes, policies, endorsements, and client presentations, ensuring timely delivery;

Open and maintain client files across various systems;

Ensure client records are accurate and up to date throughout the year;

Respond to and prepare certificate requests within 24 hours;

Resolve payment discrepancies and / or respond to insurance company inquiries;

Perform any other related tasks assigned by the supervisor;

Maintain up-to-date knowledge of aviation insurance products and services to support clients effectively;

Coordinate communications between clients and insurers as needed.

Requirements

2–3 years of relevant experience in another field or 1 year of experience as an insurance assistant;

English (spoken, written, and comprehension) is required to ensure effective collaboration with anglophone colleagues in British Columbia and to provide an inclusive customer experience for English-speaking clients on a regular basis;

Excellent command of MS Office software;

Knowledge of EPIC (an asset);

Ability to develop and maintain productive relationships with internal stakeholders;

Strong customer service skills;

Work location : British Columbia (BC).

Desired Qualities and Competencies

Positive attitude and team spirit;

Ability to work under pressure and meet tight deadlines;

Strong sense of responsibility;

Autonomy and initiative;

Good judgment and problem-solving skills;

Excellent time and priority management;

Dynamic, professional, self-motivated, and versatile.