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Supports daily administrative operations for the Personal Insurance division. Responsibilities include updating and invoicing records in EPIC, generating letters, preparing refunds, scanning and attaching documents, managing incoming and outgoing mail, closing ICBC transactions, conducting quality reviews, maintaining inventory, organizing documentation, and collaborating with internal stakeholders. The role requires strong Microsoft Office skills, organization, time management, prioritization, attention to detail, and the ability to manage requests from multiple stakeholders.

Manage and service a portfolio of large commercial insurance accounts, build market and client relationships, prepare submissions/proposals, bind coverage, process documentation in EPIC and related systems, support Account Executives, mentor teammates, and ensure accurate account reconciliation and compliance with agency standards.

Manage and service large commercial insurance accounts, building client and insurer relationships and providing expert guidance on complex coverage. Prepare submissions, proposals, certificates, invoices, renewals, endorsements, and other documentation in insurance systems. Identify coverage gaps, negotiate rates and terms, bind coverage, support account receivables and reconciliation, and assist with marketing and broking efforts. The role also mentors team members, maintains licensing and professional development, and ensures accurate account records and compliance with agency workflows.

Coordinate and lead operational and strategic projects across Canadian regions, delivering on scope, budget, and timelines. Develop project plans, track progress, report risks, drive change management, produce Excel and Power BI reports, support vendor and GRS initiatives, clean and standardize EPIC data, and facilitate stakeholder communication to ensure successful project delivery.

The Account Executive builds client relationships, generates new business in insurance, and maintains existing accounts while providing top-notch service.

The Consultant, Employee Benefits is responsible for understanding client needs, developing strategic relationships, overseeing the employee benefits cycle, and communicating industry trends, while collaborating with various teams to ensure client satisfaction.

Serve and grow a commercial book of business by delivering high-quality client service, managing renewals and new business, identifying coverage gaps, prospecting, meeting budgets, collecting receivables, and collaborating with producers and marketers to support client solutions and professional development.

As a Team Assistant in the Commercial Auto Division, you will provide administrative support by servicing accounts, performing ICBC transactions, and ensuring high client service levels.

The Transfer Specialist manages advisor block transfers, ensuring timely updates of policies and close collaboration with brokers and insurance carriers. Responsibilities include processing agreements, maintaining records, and resolving discrepancies, while supporting the broader contracting team with project work.

The Client Development Specialist is responsible for acquiring new clients, building relationships, maintaining insurance licensing, attending industry events, and assisting clients with questions related to warranty requirements.