Join Stalwart Insurance Brokers Ltd. as an Insurance Lead, based in Vancouver or Toronto. Utilize your financial expertise to enhance our client service in high-complexity insurance situations.
Stalwart is looking for a detail-oriented Insurance Lead to drive excellence in client account management. This position combines financial analysis and insurance administration, requiring a strong background in accounting. Candidates will thrive in a quick-growing environment, managing intricate documentation and collaborating with multiple stakeholders in the insurance sector.
Key Responsibilities:
• Maintain detailed financial records and continuity schedules
• Review and analyze policy documents and premium records
• Coordinate insurance renewals and premium-financing details
• Assist in client meetings and documentation updates
• Identify gaps in documentation and recommend improvements
Requirements:
• Undergraduate degree in Accounting or Finance
• 2-5 years in a detailed financial role
• Proficient in Excel for build and review tasks
• Strong organizational skills for managing deadlines
• Client-focused with exceptional problem-solving abilities
Leverage your accounting skills to support clients with their insurance needs at Stalwart.
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📌 Technical Insurance Lead Role Available (Ontario)
🏢 FIC
📍 Ontario