Broker Support Consultant

2 weeks ago


Toronto, Canada company Full time

Broker Support Consultant (IT Service Management and Support)

Location: Toronto/ remote is possible, but must reside in Canada and accommodate EST time zone work-schedule

Shifts: from 7am and from 8am (standard 40 hour per week). Extra hours may be required as needed)

Interview Process: One round for contractor roles.

Position Overview:

We are seeking two Broker Support Consultants to join our client-company team in providing exceptional support to brokers using various brokerage applications. In this role, you will be the first point of contact for brokers experiencing issues with their applications, offering solutions and troubleshooting, and ensuring they can operate efficiently within their systems. The successful candidates will possess a strong customer service orientation, technical support experience, and a background in the insurance industry.

Required Skills and Qualifications:

  • Proven experience in customer service, with the ability to deal with difficult clients while maintaining professionalism.
  • Strong writing skills and excellent email etiquette; ability to work in fast-paced, customer-focused environment.
  • Strong familiarity with insurance information and policies (experience as an insurance agent or broker required) - mandatory
  • Familiarity with broker applications and broker management systems (e.g., Epic, Power Broker, SikPro XP, CAM, etc.) - mandatory
  • Experience using MS Suite (Word, Excel, PowerPoint, etc.) and ticketing systems like ServiceNow (ideally) or other Incident Management System[s]
  • Exposure to Incident Management and ServiceNow or similar tools (L2 internal or 3rd party vendor support).
  • Ability to proactively ask for support and collaborate across teams instead of just directing others.
  • Solid time management skills, with the ability to manage multiple tasks and priorities effectively.
  • Experience with broker application support and some business analysis, including light requirement gathering.
  • A "thick skin" and calm demeanor when dealing with challenging customer interactions.

Nice to Have:

  • Familiarity with GW (can be learned on the job).
  • Experience in application development (not required but beneficial).
  • Experience with business analysis or requirement gathering.

Key Responsibilities:

  • Handle inbound support calls from brokers, offering timely resolution of issues with brokerage applications.
  • Provide first-line technical support, including troubleshooting and guiding brokers through system usage.
  • Manage broker access requests and ensure appropriate permissions are set up through the Broker Relationship Management system.
  • Offer support for application issues, including capturing detailed information and requesting screenshots to aid in troubleshooting.
  • Collaborate with internal teams and third-party vendors for escalated incidents (L2 support).
  • Manage support tickets using Incident and ServiceNow ticketing systems.
  • Assist with light business analysis tasks, including gathering requirements and documenting processes.
  • Monitor and maintain the broker relationship through proactive communication and support.
  • Handle broker reports and inquiries with professionalism and attention to detail.
  • Contribute to SLA adherence, ensuring issues are resolved within designated time frames.
  • Maintain a strong understanding of insurance policies, terms, and common broker needs to support effective troubleshooting.
  • Demonstrate professional email communication skills and manage correspondence with brokers efficiently.

Team and Environment:

  • Work with a Canadian-based team of 5 professionals, supporting over 24K individual brokers.
  • Fully remote work environment.
  • Work as part of a dynamic, supportive team dedicated to providing high-quality broker support.


  • Toronto, Ontario, Canada company Full time

    Broker Support Consultant (Incident Support)Location: Toronto/ remote is possible, but must reside in Canada and accommodate EST time zone work-scheduleShifts: from 7am and from 8am (standard 40 hour per week). Extra hours may be required as needed.Interview Process: One round for contractor roles.Position Overview:We are seeking two Broker Support...


  • Toronto, Ontario, Canada Zurich 56 Company Ltd Full time

    We are seeking an experienced Distribution & Sales Management Consultant to join our team at Zurich Canada.About the Role:This is a unique opportunity to make a meaningful contribution to our organization as a Distribution & Sales Management Consultant. As a key member of our sales force support team, you will be responsible for providing critical...


  • Toronto, Canada Manulife Full time

    As a trusted partner to advisors, at Manulife Bank, we deliver sophisticated lending solutions and financial strategies that don’t just grow wealth, they amplify it. Built on a foundation of excellence and driven by bold innovation, we empower advisors to deepen relationships, unlock potential, and redefine success for their clients. We’re looking for...


  • Toronto, Canada Manulife Full time

    As a trusted partner to advisors, at Manulife Bank, we deliver sophisticated lending solutions and financial strategies that don’t just grow wealth, they amplify it. Built on a foundation of excellence and driven by bold innovation, we empower advisors to deepen relationships, unlock potential, and redefine success for their clients. We’re looking for...


  • Toronto, Canada Northbridge Financial Corporation Full time

    Our Broker Education team is passionate about growing and developing the knowledge base of our extensive Broker network. They enrich the knowledge of all of our Brokers nationally, and are approachable, friendly, and above all else, want to see these partnerships succeed. The Broker Education Specialist plays a critical role in fostering these relationships...

  • Broker, Finex

    17 hours ago


    Toronto, Canada Purves Redmond Full time

    **Financial & Executive Specialty Products (FINEX)**: We are an innovative and entrepreneurial insurance brokerage and employee benefits consulting firm based in Toronto with offices in Vancouver and Montreal. We have an exciting opportunity in our growing Toronto office for a Broker on our FINEX team (Management Liability, Professional Liability, Cyber and...


  • Toronto, Ontario, Canada Zurich 56 Company Ltd Full time

    As a Distribution & Sales Management Consultant at Zurich Canada, you will play a crucial role in supporting the sales force by providing critical information and analysis that drive the delivery of Zurich products and services to customers and distributors.Key Responsibilities:Monitor and organize broker data and target account activityInitiate process...

  • Knowledge Broker

    3 weeks ago


    Toronto, Canada Holland Bloorview Kids Rehabilitation Hospital Full time

    Join us in building a world of possibility! Holland Bloorview Kids Rehabilitation Hospital is Canada’s largest pediatric rehabilitation hospital. We are a top 40 Canadian research hospital that is fully affiliated with the University of Toronto, and we serve over 8,500 families annually. Our vision is to support the most meaningful and healthy futures for...

  • Commercial Marketer

    2 days ago


    Toronto, Canada Questrade Financial Group Full time

    Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about...


  • Toronto, Canada Northbridge Financial Corporation Full time

    **What it’s like to be a Broker Digital Advisor at Northbridge Financial** The Broker Digital Advisor is responsible for providing operational support to brokers related to workflows and process readiness. **We want your talent** **If you are great at**: - Ability to plan, organize, and manage multiple demands and changing priorities/projects, and...

  • Knowledge Broker

    2 weeks ago


    Toronto, Canada Baycrest Full time

    The Ontario Centres for Learning, Research & Innovation in Long-Term Care at Baycrest has an opportunity for a **KNOWLEDGE BROKER** Temporary Full-time (Approx. 19 Months) 70 Hours Bi-weekly | Non-Union | Day shifts As a team member with the Ontario Centres for Learning, Research and Innovation in Long-Term Care Program at Baycrest, the primary role of...


  • Toronto, Ontario, Canada RateHub Full time

    We are a Canadian Fintech company on a mission to help Canadians make better financial choices. Our unique digital application technology and award-winning in-house brokerages enable us to serve over 2 million customers per month.As an Experienced Customer Service Broker, you will join our fast-growing Insurance team in Ontario, working remotely with the...

  • Broker Assistant

    3 weeks ago


    Toronto, Canada Maximus Solutions Full time

    Broker Assistant This is an excellent opportunity for someone who wants to learn more about brokerages and enjoys being part of a dynamic team. We are looking someone who is driven, and ambitious with excellent knowledge of administration in the financial sector as well as completely knowledgeable and understanding of all customer service aspects....


  • Toronto, Canada BFL CANADA Full time

    **We offer more than a job, we offer a career!** - We support our employees to shape their career by encouraging continuing education and investing in training and development. - We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. - We inspire...

  • SAP Apm Consultant

    3 weeks ago


    Toronto, Canada ARISOFT INC. Full time

    **Job Title: SAP APM Consultant** **Location: Canada (Remote)** **8+ years of experience: Senior Application Developer with expertise in SAP APM (formerly Callidus ICM), SAP Workflow, and Groovy Scripting, broker compensation processes, healthcare industry (Medicare plans), API integration, and advanced workflow implementations. Knowledge of SQL, Jasper...


  • Toronto, Ontario, Canada Ignite Talent Solutions Full time

    Mortgage Broker/Agent - RemoteJob descriptionOur client is a rapidly expanding independent brokerage at the forefront of innovation, active in BC, Alberta, and Ontario. They are presently seeking to onboard brokers who embody an entrepreneurial spirit and possess the determination to contribute to the team's growth.Your new roleIn this newly assigned role as...


  • Toronto, Canada Northbridge Financial Corporation Full time

    **What it’s like to be a Broker Digital Advisor at Northbridge Financial** The Broker Digital Advisor is responsible for providing operational support to brokers related to workflows and process readiness. **We want your talent** **If you are great at**: - Ability to plan, organize, and manage multiple demands and changing priorities/projects, and...


  • Toronto, Canada Gore Mutual Insurance Full time

    The Broker Enablement Specialist is accountable for driving our growth and retention strategy by working with a designated group of brokers to provide training and coaching on Gore products and processes and to assist in executing tactical plans. This role has a close working relationship with brokers as the “face of Gore Mutual” and this front-line...

  • Insurance Broker

    3 weeks ago


    Toronto, Canada Billyard Insurance Group - Queensway Full time

    **Billyard Insurance Group - Queensway is looking for a Personal Lines Insurance Brokers to join our company. If you’re results-oriented with a proven history in sales, we encourage you to apply.** Billyard Insurance Group - Queensway is attracting top insurance professionals and providing them with innovative technology, tools, and the support required to...

  • Associate Broker

    3 weeks ago


    Toronto, Canada Aon Full time

    Are you looking for an opportunity to break into the Insurance industry? Do you thrive in a continuous learning environment and a highly collaborative team? If this sounds like you, we would love to meet you! This is a Hybrid role with the flexibility to work both virtually and from our Toronto office. Applicants must be legally authorized to work in Canada....