This isn't a traditional front-desk or administrative position.

At Insurance Lab, we are looking for ambitious professionals at the start of their career who are eager to build hands-on skills in client advisory, risk management, and insurance operations. We don't just want someone to handle paperwork—we want to train our next generation of top-performing brokers.

You’ll begin by supporting our day-to-day client operations, and as you complete training and obtain your licensing (such as RIBO), you will transition into a full-fledged Client Advisor or Sales Broker role.

If you thrive in a fast-paced environment where initiative is rewarded and growth is clear, keep reading.

Your Growth Roadmap

Phase 1: Foundations & Operations (Months 0–2)

Serve as the first line of contact for client inquiries via phone, email, and digital channels.

Assist senior brokers with administrative policy processing, document collection, and CRM updates.

Master internal systems, workflows, and underwriting basics under direct mentorship.

Shadow experienced brokers during client consultations and quote presentations.

Phase 2: Active Advisory Support (Months 2–4)

Begin supporting licensed brokers with personal and commercial line quoting activities.

Follow up with incoming warm leads to gather risk details and schedule discovery calls.

Independently resolve routine account servicing questions and administrative client requests.

Assist with policy renewal reviews, coverage updates, and client retention initiatives.

Help manage inbound opportunities and participate in proactive client outreach.

Take ownership of end-to-end client support workflows.





High performers who demonstrate solid execution and complete their licensing requirements will be offered a permanent role as a Licensed Client Service Broker or Sales Advisor.

What We Value

Clear Communication: Highly comfortable interacting with clients and explaining complex information simply.

Meticulous Attention to Detail: In the insurance industry, accuracy matters—you double-check your work.

Adaptability & Drive: Quick to learn, receptive to coaching, and eager to take on new challenges.

Organizational Skills: Able to manage multiple priorities in a dynamic work environment.

Bonus Qualifications (Not Required):

Background in customer success, retail sales, or office coordination.

Experience with CRM platforms, Google Workspace, or ticketing software.

Existing RIBO license or active pursuit of insurance credentials.

What We Offer

Comprehensive training in insurance broker operations, client advisory, and sales strategy.

A clear, structured path toward obtaining your professional insurance license and advancing your career.

Direct mentorship within a modern, growth-focused brokerage environment.

Performance-based bonuses as your responsibilities expand.

Target Annual Earnings: $40,000 – $55,000 total compensation (Competitive base salary + performance bonuses).

Clear metrics for career progression and financial growth based on individual performance.

About Insurance Lab

Insurance Lab is a modern brokerage dedicated to simplifying insurance for personal and commercial clients. We operate at a fast pace, encourage fresh ideas, and heavily invest in people who want to level up professionally.

If you're searching for a passive, predictable 9-to-5 admin job, this won't be the right fit. But if you want to gain real industry skills and accelerate your career, we’d love to hear from you.

#J-18808-Ljbffr

📌 Junior Client Specialist (Whitby)
🏢 The Insurance Lab (A Div of BrokerUnion)
📍 Whitby