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Broker H/F
1 week ago
In this role, you will manage a book of Small Business Entreprise (SME) accounts and support our International Team. Provide exceptional client service while managing a high volume of SME and International accounts
Conduct research and analysis to understand clients' operations thoroughly
Draft key insurance documents, including Broker of Record letters, underwriting submissions, quote comparisons, renewal reports, binders and policy summaries
Assist with client proposals, reports, analysis, and presentations
Ensure compliance with company workflows, including maintaining accurate records and client information in the broker management system
Process policy amendments, cancellations, and follow-ups, including reviewing all insurance documents and endorsements for accuracy
Oversee day-to-day account management, liaising with internal teams and clients
Review insurance contract terms and indemnity provisions
Track receivables to ensure timely collections
Valid Registered Insurance Brokers of Ontario (RIBO) license
~ Proficient with Microsoft Office Suite
~ Strong attention to detail and data with excellent organizational, communication, and problem-solving skills
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