SummaryStalwart Insurance Brokers Ltd. (Stalwart) is a growing national life insurance brokerage with a focus on high-complexity client and business situations. We value excellence and entrepreneurial thinking, requiring staff with the capacity to solve complex, novel problems. As we continue our rapid growth, we are looking for ambitious team members who are eager to scale their skills, abilities, and relationships.We are looking for an Insurance Lead with an accounting background to join our Vancouver or Toronto office. This is a technical account-management role combining financial analysis, insurance administration, client-file management, and operational improvement.The Insurance Lead will work with detailed financial records, legal entity structures, cash flows, reconciliations, insurance policies, financing arrangements, and complex client documentation. The role will involve coordinating with clients, lenders, insurance companies, legal counsel, accountants, and other professional advisors to ensure client files and insurance structures are accurately maintained and managed.Insurance experience is an asset, but it is not required. We are particularly interested in candidates with a strong accounting or financial background who are comfortable working with complex information, have strong attention to detail, and are interested in developing expertise in life insurance and complex insurance structures.ResponsibilitiesYour responsibilities will include, but will not be limited to:Prepare and maintain annual flow-of-funds models showing transactions among clients, lenders, insurance companies, corporations, trusts, and other entitiesReview premium schedules, financing arrangements, policy values, ownership records, and related financial information for completeness and consistencyReconcile policy and financing information to supporting documents, lender statements, insurer records, and internal schedulesMaintain accurate continuity schedules for premiums, loans, interest, policy values, and other key financial dataAnalyze variances from prior-year models and investigate unusual or inconsistent amountsPrepare clear financial summaries, reports, and presentations for clients, executives, lenders, and professional advisorsSupport accounting and tax information requests by organizing accurate source data and coordinating with external accountants and other advisorsAssist with tracking fees, invoices, cash requirements, deadlines,



and other financial commitments associated with client insurance structuresCoordinate annual policy renewals and premium-financing activities with clients, lenders, insurers, and internal team membersNotify clients and lenders of upcoming renewal requirements, expected cash flows, documentation needs, and key datesCoordinate client meetings to review annual policy and financing informationSupport the preparation and review of client, policy, lender, and ownership documentationAssist with insurance applications, renewals, policy changes, ownership updates, and other servicing requirementsMaintain complete and accurate client and policy records across systemsFollow up with insurers, underwriters, lenders, legal counsel, accountants, and other service providers on outstanding itemsRespond to client questions and coordinate input from the appropriate technical or qualified advisorsBuild and maintain checklists, reconciliations, review controls, and standardized workpapers for recurring insurance processesIdentify gaps, inconsistencies, missing documents, and control risks before they affect a renewal, financing, or client deliverableTrack key performance measures, outstanding items, turnaround times, and upcoming deadlinesIdentify and implement process improvements, automation opportunities, templates, and best practicesSupport executives and managers in planning and executing operational and strategic initiativesManage multiple client files and deadlines while maintaining clear documentation and accountabilityRequired Skills and ExperienceUndergraduate degree in accounting, commerce, business, finance, or a related fieldCPA designation, CPA candidacy, or meaningful progress toward an accounting designation is preferred, but not required2–5 years of experience in accounting, public practice, financial reporting, corporate finance, family office, banking, or another detail-oriented financial roleStrong Excel skills, including the ability to build and review multi-entity schedules, cash-flow models, reconciliations, and analytical workpapersAbility to understand transactions and relationships involving corporations, trusts,



lenders, insurers, and individual clientsExperience reviewing source documents and maintaining accurate supporting documentation for calculations and decisionsComfort working with legal agreements, financial statements, tax information, lender documents, insurance documentation, and other technical recordsExcellent verbal and written communication skills when working with clients, executives, lenders, insurers, professional advisors, and internal team membersExceptional attention to detail and a strong commitment to accuracy and consistencyStrong organizational and time-management skills, with the ability to manage recurring annual cycles, multiple files, and competing deadlinesSound judgment and the ability to identify when information is incomplete, inconsistent, or requires escalationA proactive and resourceful approach to work, with the ability to take ownership of a file and move assignments forward with limited directionAbility and willingness to learn quickly and develop knowledge of specialized insurance conceptsStrong problem-solving skills and an interest in process design, controls, automation, and continuous improvementProfessional and client-focused approach when working with business owners, executives, lenders, insurers, and professional advisorsInsurance ExperienceExperience in life insurance, underwriting, insurance operations, premium financing, or policy administration is considered an asset, but is not required.The successful candidate will receive training and develop working knowledge of life insurance products, policy administration, premium financing, and complex insurance structures. We are particularly interested in candidates who bring a strong accounting mindset and want to build specialized expertise in complex life insurance and high-value client situations.Salary and BenefitsSalary: 150K - 160K per year, commensurate with experience, plus bonusBenefits: Extended health benefits planPosition TypeNature: Permanent, full time, in-personTime Commitment: 40 hours per week, with occasional overtime requiredStart Date: ImmediatePlease note:Candidates must be currently authorized to work in Canada.We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

📌 Insurance Lead (Vancouver)
🏢 FIC
📍 Vancouver