Insurance Lead

Stalwart Insurance Brokers Ltd. (Stalwart) is a growing national life insurance brokerage with a focus on high-complexity client and business situations. We value excellence and entrepreneurial thinking, requiring staff with the capacity to solve complex, novel problems. As we continue our rapid growth, we are looking for ambitious team members who are eager to scale their skills, abilities, and relationships. Summary We are looking for an Insurance Lead with an accounting background to join our Vancouver or Toronto office. This is a technical account-management role combining financial analysis, insurance administration, client-file management, and operational improvement. The Insurance Lead will work with detailed financial records, legal entity structures, cash flows, reconciliations, insurance policies, financing arrangements, and complex client documentation. The role will involve coordinating with clients, lenders, insurance companies, legal counsel, accountants, and other professional advisors to ensure client files and insurance structures are accurately maintained and managed. Insurance experience is an asset, but it is not required. We are particularly interested in candidates with a strong accounting or financial background who are comfortable working with complex information, have strong attention to detail, and are interested in developing expertise in life insurance and complex insurance structures. Responsibilities Your responsibilities will include, but will not be limited to:
- Prepare and maintain annual flow-of-funds models showing transactions among clients, lenders, insurance companies, corporations, trusts, and other entities
- Review premium schedules, financing arrangements, policy values, ownership records, and related financial information for completeness and consistency
- Reconcile policy and financing information to supporting documents, lender statements, insurer records, and internal schedules
- Maintain accurate continuity schedules for premiums, loans, interest, policy values, and other key financial data
- Analyze variances from prior-year models and investigate unusual or inconsistent amounts
- Prepare clear financial summaries, reports, and presentations for clients, executives, lenders, and professional advisors
- Support accounting and tax information requests by organizing accurate source data and coordinating with external accountants and other advisors
- Assist with tracking fees, invoices, cash requirements, deadlines, and other financial commitments associated with client insurance structures
- Coordinate annual policy renewals and premium-financing activities with clients, lenders, insurers, and internal team members
- Notify clients and lenders of upcoming renewal requirements, expected cash flows, documentation needs, and key dates
- Coordinate client meetings to review annual policy and financing information
- Support the preparation and review of client, policy, lender, and ownership documentation
- Assist with insurance applications, renewals, policy changes, ownership updates, and other servicing requirements
- Maintain complete and accurate client and policy records across systems
- Follow up with insurers, underwriters, lenders, legal counsel, accountants, and other service providers on outstanding items
- Respond to client questions and coordinate input from the appropriate technical or professional advisors
- Build and maintain checklists, reconciliations, review controls, and standardized workpapers for recurring insurance processes
- Identify gaps, inconsistencies, missing documents, and control risks before they affect a renewal, financing, or client deliverable
- Track key performance measures, outstanding items, turnaround times, and upcoming deadlines
- Identify and implement process improvements, automation opportunities, templates, and best practices
- Support executives and managers in planning and executing operational and strategic initiatives
- Manage multiple client files and deadlines while maintaining clear documentation and accountability Required Skills and Experience
- Undergraduate degree in accounting, commerce, business, finance, or a related field
- CPA designation, CPA candidacy, or meaningful progress toward an accounting designation is preferred, but not required
- 2-5 years of experience in accounting, public practice, financial reporting, corporate finance, family office, banking, or another detail-oriented financial role
- Strong Excel skills, including the ability to build and review multi-entity schedules, cash-flow models, reconciliations, and analytical workpapers
- Ability to understand transactions and relationships involving corporations, trusts, lenders, insurers, and individual clients
- Experience reviewing source documents and maintaining accurate supporting documentation for calculations and decisions
- Comfort working with legal agreements, financial statements, tax information,