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.

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