Elevate your career with Stalwart Insurance Brokers Ltd. as an Insurance Lead in Vancouver or Toronto. Leverage your accounting skills while managing complex client situations and insurance administration.

We seek an Insurance Lead with a strong accounting background for our growing team at Stalwart. This role involves technical account management combined with financial analysis, insurance administration, and client-file management. Ideal candidates will possess a keen attention to detail and a knack for solving complex problems while supporting high-value client cases.

Key Responsibilities:

- Prepare comprehensive flow-of-funds models for client transactions
- Review financial documents for accuracy and consistency
- Reconcile policy information to ensure data integrity




- Analyze financial variances and prepare detailed reports
- Support client meetings for policy and financing reviews

Requirements:

- Bachelor's degree in Finance, Accounting, or related field
- 2-5 years in financial analysis or accounting roles
- Robust Excel skills for complex modeling
- Excellent communication skills for client interactions
- Proven ability to manage multiple files and deadlines

Bring your accounting expertise to Stalwart and make a significant impact on our clients' financial strategies.

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📌 Insurance Lead in Vancouver or Toronto
🏢 FIC
📍 Vancouver