About Us

Billyard Insurance Group (BIG) is a leading force in the insurance industry, committed to attracting the best insurance professionals and equipping them with cutting-edge technology, tools, and unwavering support to thrive in today's dynamic insurance landscape. With a strong presence and continuous growth, we boast over 80 locations across Canada. Our dedication to excellence has earned us prestigious recognition, including being featured on Insurance Business Canada's esteemed Top Brokerages list for the past three years and securing a spot as one of Canada's Top Growing Companies in the renowned Globe and Mail's Report on Business.

At Billyard Insurance

Group, our mission is explicit: to establish a nationally recognized insurance brokerage brand that empowers brokers and leads the digital insurance revolution.

Job Summary The Account Assistant plays a crucial role in supporting the administrative functions of an insurance brokerage by assisting with non-licensed activities related to managing a book of business. This position involves a variety of tasks including data entry, document management, and operational support. The Account Assistant ensures that administrative processes are executed efficiently, supporting the Brokers and other team members in delivering exceptional service to clients.

Key Responsibilities

Regular Duties

- Assist with day-to-day administrative tasks such as filing, data entry, and managing client records.
- Prepare and maintain accurate documentation for insurance policies, endorsements, and client correspondence.
- Process and distribute internal and external communications, including emails,



letters, and reports.
- Support client communications by scheduling appointments, handling basic inquiries, and directing complex issues to appropriate team members.
- Assist in preparing client proposals, policy documents, and renewal notices.
- Update clients on the status of their requests or documents, as directed by licensed team members.
- Manage the collection, organization, and distribution of documents related to insurance policies, claims, and client interactions.
- Maintain confidentiality and security of sensitive client information.
- Assist in coordinating internal meetings, training sessions, and client events.
- Collaborate with other team members to ensure smooth operations and resolve any administrative issues.

Periodic Duties
- Support the preparation of presentations, reports, and other materials for team meetings.
- Generate reports and summaries for internal use, including client activity and policy status.

Qualifications Required
- A post-secondary or equivalent required.
- Minimum of 1-2 years of experience in an administrative or support role, preferably within an insurance or financial services environment.

Asset
- A post-secondary diploma in Business, Finance, Insurance, or a related field preferred.





Technical Competencies
- Familiarity with insurance management software and CRM systems to perform data entry and manage client information.
- Ability to enter and maintain data accurately, with attention to detail and efficiency.
- Experience handling, organizing, and processing documents in a professional setting.
- Proficiency in Microsoft Office applications (Word, Excel, Outlook, PowerPoint) for preparing documents, spreadsheets, and presentations.
- Basic understanding of financial and insurance terminology and processes.

Person Specification
- Clear and effective verbal and written communication skills for interacting with clients and team members.
- Ability to provide supportive and responsive service to clients, addressing their needs professionally.
- Strong organizational abilities to manage multiple tasks, prioritize responsibilities, and ensure timely completion of duties.
- Ability to work effectively with colleagues and support the team’s objectives and goals.
- Basic problem-solving skills to address and escalate issues as needed, ensuring smooth administrative operations.

Working Conditions
- Works primarily in a standard office setting with a typical climate-controlled environment. The role requires periods of sitting, computer use, and participation in meetings or collaborative sessions. Noise levels are generally low, and the position involves minimal physical exertion.

Pay: From $17.90 per hour Expected hours: 6.0 – 20.0 per week

Benefits

- Flexible schedule

Work Location: In person

📌 Account Assistant (Windsor)
🏢 Billyard Insurance Group
📍 Windsor