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 fast-growing setting, 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. #J-18808-Ljbffr

📌 Technical Insurance Lead Role Available (Winnipeg)
🏢 FIC
📍 Winnipeg