Broker Support Specialist, Mining
3 weeks ago
The Broker Support Coordinator, Mining & Energy provides administrative and processing support to the broking team in servicing clients across a range of mining and energy industry products. This role supports invoicing, policy documentation, insurer follow-ups, and day-to-day servicing tasks. It offers exposure to the full broking cycle and contributes to efficient service delivery within a collaborative team environment.
Key Accountabilities
- Assist brokers in preparing documentation for new business, renewals, and endorsements.
- Review insurer-issued policies and endorsements for accuracy and completeness.
- Prepare invoices and billing documentation; liaise with finance on payment tracking or corrections.
- Upload, maintain, and organize policy documents and correspondence in the broker management system (e.g., EPIC).
- Seek premium finance quotes and act as facilitator between the Mining & Energy policy lead and client when there is no client executive or client service team (e.g., Mining & Energy “orphan” risks).
- Support Mining & Energy leadership and Accounting as needed with Third Party Broker payable and Accounts Receivable ad hoc projects.
- Communicate with insurers to request documents, confirm details, or follow up on outstanding items.
- Draft and proofread client-facing documents and correspondence under broker direction.
- Monitor task queues, documentation workflows, and email inboxes to support service delivery timelines.
- Support brokers with reporting needs, checklists, and policy summaries for key accounts.
- Maintain internal records in accordance with company and regulatory standards.
- Participate in department meetings and contribute to process improvements as needed.
Experience Requirements
- 1–2 years of experience in insurance support, client service, or brokerage operations (personal or commercial lines).
- Familiarity with insurance documents such as binders, endorsements, and invoices.
- Strong organizational skills with keen attention to detail and data accuracy.
- Comfortable using insurance systems such as EPIC or insurer portals (training provided).
- Proficient in Microsoft Office Tools.
- Excellent verbal and written communication skills.
- Demonstrated ability to manage multiple priorities and meet deadlines
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