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 improvementsRequirements:- 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 abilitiesLeverage your accounting skills to support clients with their insurance needs at Stalwart.#J-18808-Ljbffr

📌 Insurance Lead (Winnipeg)
🏢 Stalwart Insurance Brokers
📍 Winnipeg