Broker/Administrative Assistant

2 weeks ago

Vancouver, Canada Southampton Financial Inc Full time

Alteri Insurance's Mission: Bring Clarity to Insurance

Southampton Financial is a value-added strategic investor in the Canadian property and casualty distribution space. We are the majority equity owner of Alteri Insurance and have acquired Onlia Insurance and aha insurance in recent months. Our goal is to build the insurance brokerage of the future by combining leading-edge technology with high-quality brokers catering to the overall insurance needs of Canadians by providing them with customized solutions to suit their individual needs.

At Southampton Group of Companies, we're not just merging companies; we're fusing expertise, innovation, and a relentless commitment to excellence. Our purpose is clear: to disrupt the insurance landscape in Canada. As we assemble a team of industry heavyweights, our goal is to make this vision a reality. In our collaborative, fast-paced, and agile environment, we strongly believe in empowering every member of our team to take ownership of their role. Together, we're dedicated to building a best-in-class experience for our customers.

Join Alteri Insurance today and become part of a forward-thinking company that values innovation, customer-centricity, and employee growth. Help shape the insurance landscape offering clients the protection they need with a personalized touch. Apply now and embark on a rewarding career in the insurance industry This isn't your ordinary Insurance Company As a Top 3 Insurance Agency in Vancouver and Top 10 in Canada, Alteri is committed to providing a fast-paced, dynamic work environment where you can thrive.

Description:

Alteri Insurance is seeking a Broker/Admin professional to join our dynamic team in based out of our Yaletown location. In this role you will help with the day-to-day operations of the office as well as work on various client files to grow your experience and knowledge. You will be working 3 days per week in the office with an opportunity to increase to full time in future.

Key Accountabilities:


• Answer phone calls on the digital switchboard system


• Handle incoming and outgoing mail

o Including scanning, uploading to Epic and distributing as required

o Distribute copies to the appropriate recipients (producers, accounting, or the addressee).


• Monitor and manage the Alteri general email accounts, responding and/or forwarding messages as required.


• Process and deposit payments


• Prepare Certificates of Insurance (COI) including mailing and electronic storage.


• Maintain accurate and up-to-date records of all insurance policies and correspondences in the company's database (EPIC).


• Maintain strong relationships with clients by and providing exceptional customer service. You will be working with our high-performing team supporting our top-end brokers.


• Stay up-to-date with the latest insurance products, industry trends, and regulatory changes


• Maintain accurate and organized client files following proper techniques for storage and recording.


• Collaborate with a team of insurance professionals, sharing knowledge, providing support, and contributing to a positive and inclusive work environment.

Qualifications and Competencies:


• Post-secondary education and/or equivalent on the job experience


• Preferred - 1 year of experience in the insurance industry, with a focus on commercial & Personal lines insurance


• Must have your General Insurance License Level 1 in BC and be willing to obtain a Level 1 License for Alberta.


• Good understanding of insurance products, regulations and best practices.


• Exceptional customer service skills with a genuine passion for helping others.


• Excellent verbal and written communication skills


• Detail-oriented and adept at managing multiple tasks simultaneously, ensuring accuracy and meeting deadlines in a fast-paced environment.


• A collaborative mindset, working effectively within a team to achieve shared goals while fostering a positive and supportive work culture.


• Proficiency with computer applications including Microsoft Office 365 and EPIC (Broker Management System).

WORKING AT ALTERI INSURANCE

Our mission is to cultivate a workforce that is diverse and inclusive, with an unwavering commitment to creating an open, equitable, and respectful workplace for all. We are deeply dedicated to fostering an environment where every individual is genuinely respected, included, and empowered to contribute their unique perspectives and talents.

We encourage submissions from candidates who represent the various dimensions of diversity. We are committed to providing barrier-free and accessible employment practices.

Alteri Insurance is an equal-opportunity employer and provides accommodations upon request to ensure all candidates feel comfortable and supported throughout the selection process.

  • Broker/Administrative Assistant

    4 days ago

    Vancouver, British Columbia, Canada Southampton Financial Inc Full time

    Alteri Insurance's Mission: Bring Clarity to InsuranceSouthampton Financial is a value-added strategic investor in the Canadian property and casualty distribution space. We are the majority equity owner of Alteri Insurance and have acquired Onlia Insurance and aha insurance in recent months. Our goal is to build the insurance brokerage of the future by...

  • Broker/Administrative Assistant

    5 days ago

    Vancouver, Canada Southampton Financial Inc Full time

    Alteri Insurance's Mission: Bring Clarity to InsuranceSouthampton Financial is a value-added strategic investor in the Canadian property and casualty distribution space. We are the majority equity owner of Alteri Insurance and have acquired Onlia Insurance and aha insurance in recent months. Our goal is to build the insurance brokerage of the future by...

  • Broker Administrative Assistant

    6 days ago

    Vancouver, British Columbia, Canada Southampton Financial Inc Full time

    Alteri Insurance's Mission: Bring Clarity to Insurance Southampton Financial is a value-added strategic investor in the Canadian property and casualty distribution space. We are the majority equity owner of Alteri Insurance and have acquired Onlia Insurance and aha insurance in recent months. Our goal is to build the insurance brokerage of the future by...

  • Junior Broker

    4 weeks ago

    Vancouver, Canada Purves Redmond Full time

    **General Industries**: We are an innovative and entrepreneurial insurance brokerage and employee benefits consulting firm based in Toronto with offices in Vancouver, Montreal and Calgary. We have an exciting opportunity in our growing Vancouver office for a junior broker on our General Industries team (strictly Commercial Broker). **Role...

  • Junior Broker

    13 hours ago

    Vancouver, Canada Purves Redmond Full time

    **General Industries**: We are an innovative and entrepreneurial insurance brokerage and employee benefits consulting firm based in Toronto with offices in Vancouver, Montreal and Calgary. We have an exciting opportunity in our growing Vancouver office for a junior broker on our General Industries team (strictly Commercial Broker). **Role...

  • Mortgage Broker Assistant

    2 weeks ago

    Vancouver, Canada Express Mortgage Solutions Full time

    **Who we are**: Express Mortgage Solutions is a boutique full-service mortgage financing office, with expertise in all aspects and types of mortgage financing. We are a team of Mortgage Professionals that take great pride in the reputation earned amongst our repeat clients and colleagues for providing efficient yet thorough mortgage financing solutions. With...

  • Managing Broker

    3 days ago

    Vancouver, Canada Artin Properties Full time

    **About Us**: At Artin Properties, we envision a housing ecosystem where every individual, regardless of their stay duration or purpose, finds a home that caters to their specific needs. We believe in a Vancouver and BC where housing is not just about long-term or short-term but about the right term for the individual. Our commitment to providing furnished...

  • Managing Broker

    6 days ago

    Vancouver, Canada rennie Full time

    **Position**:Managing Broker**Reports to**: Vice President, Sales Operations**Job Type**:Full Time, Permanent **About rennie** - rennie brings a thoughtful, trusted approach to the real estate industry, supporting our clients and communities for more than 40 years.Founded on a people-first culture, our growing team of 130+ head office staff and 270+ real...

  • Assistant to Brokers

    1 week ago

    Vancouver, Canada Sitings Realty Ltd. Full time

    **Are you looking for an opportunity to grow your career in real estate brokerage?** **Sitings Realty is hiring an Assistant to Brokers to join our growing team!** As Assistant to Brokers, you have exceptional communication skills, with high attention to detail. You take pride in delivering an excellent work product. You’re eager to learn, hungry to...

  • Wholesale Insurance Broker

    3 weeks ago

    Vancouver, Canada BFL Canada Full time

    Job Details Description **Who we are** TSW Management Services Inc. is a national Lloyd’s Managing General Agent and Wholesale Broker specializing in complex commercial insurance placements. At TSW, we also act as a “retail broker” through our competitive Broker’s E&O program. TSW exists to assist retail brokers in their growth of commercial...

  • Wholesale Insurance Broker

    3 weeks ago

    Vancouver, Canada BFL CANADA Full time

    **Who we are** TSW Management Services Inc. is a national Lloyd’s Managing General Agent and Wholesale Broker specializing in complex commercial insurance placements. At TSW, we also act as a “retail broker” through our competitive Broker’s E&O program. TSW exists to assist retail brokers in their growth of commercial business beyond their current...

  • Broker

    1 week ago

    Vancouver, Canada Aon Full time

    Senior Broker As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Commercially risk Broking Group within Aon. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship...

  • Broker

    1 week ago

    Vancouver, Canada Aon Corporation Full time

    Posting Description: Senior Broker As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Commercially risk Broking Group within Aon. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or...

  • Associate Broker

    4 weeks ago

    Vancouver, Canada Aon Corporation Full time

    Posting Description: **Associate Broker - Marine**: Are you curious about the inner workings of risk as it relates to the Insurance industry? Interested in working with a team of experts who are generous with sharing their knowledge, and joining an industry leading, highly inclusive organization? If this sounds like you, we should talk! **Applicants must be...

  • Associate Broker

    13 hours ago

    Vancouver, Canada Aon Corporation Full time

    Posting Description: **Associate Broker - Marine**: Are you curious about the inner workings of risk as it relates to the Insurance industry? Interested in working with a team of experts who are generous with sharing their knowledge, and joining an industry leading, highly inclusive organization? If this sounds like you, we should talk! **Applicants must be...

  • Administrative Assistant and Receptionist

    3 weeks ago

    Vancouver, Canada Pacific Mergers and Acquisitions Inc. Full time

    **OVERVIEW**: With core values such as Integrity, Quality, Client Focus and Growth Oriented, the Pacific Group of companies includes amongst others Pacific Mergers and Acquisitions Inc. who is Canada’s leading Business Sales and Acquisitions Transaction Advisory firm and Sunbelt Business Brokers a world leading business brokerage franchise. We take pride...

  • Customer Service Coordinator for Insurance Brokers

    5 days ago

    Vancouver, British Columbia, Canada Southampton Financial Inc Full time

    Job Overview:This is a unique opportunity to work in the insurance industry as a Broker Administrative Assistant. You will be part of a dynamic team that helps with day-to-day operations, works on client files, and grows your experience and knowledge. The role involves working 3 days per week in the office with opportunities to increase to full-time in the...

  • Associate Broker

    4 weeks ago

    Vancouver, Canada Aon Full time

    Associate Broker - Marine Are you curious about the inner workings of risk as it relates to the Insurance industry? Interested in working with a team of experts who are generous with sharing their knowledge, and joining an industry leading, highly inclusive organization? If this sounds like you, we should talk! Applicants must be legally authorized to work...

  • Associate Broker

    13 hours ago

    Vancouver, Canada Aon Full time

    Associate Broker - Marine Are you curious about the inner workings of risk as it relates to the Insurance industry? Interested in working with a team of experts who are generous with sharing their knowledge, and joining an industry leading, highly inclusive organization? If this sounds like you, we should talk! Applicants must be legally authorized to work...

  • Mortgage Broker

    6 days ago

    Vancouver, Canada DLC Clear Trust Mortgages Full time

    Duties - Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans - Explain loan options and terms to clients, and assist them in selecting the right mortgage product - Review loan agreements to ensure that they are complete and accurate according to policy - Stay up-to-date with changes in mortgage...