Embark on a career in client advisory with Insurance Lab, where ambition meets growth. This role focuses on hands-on experience in risk management and insurance operations.
As a Junior Client Specialist, you will support daily client operations and learn under experienced brokers. Your first months involve mastering internal systems and helping with administrative tasks. As you obtain licensing, you will transition into a Client Advisor or Sales Broker role, advancing your career in a dynamic environment.
Key Responsibilities:
• Serve as the first contact for client inquiries
• Assist with policy processing and document collection
• Shadow brokers during consultations and presentations
• Support licensed brokers with quoting activities
• Manage inbound client requests and opportunities
Requirements:
• Strong communication skills for client interactions
• Attention to detail in all tasks
• Ability to adapt in a quick-paced environment
• Organizational skills to manage priorities
• Customer success or retail experience is a plus
Start your journey in client advisory and enhance your skills at Insurance Lab for lasting career impact.
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📌 Client Advisory Specialist at Insurance Lab (Whitby)
🏢 The Insurance Lab (A Div of BrokerUnion)
📍 Whitby