Commercial Insurance Associate Insurance Operations & Client Service Specialist

100% Remote | RIBO Licensed

Anywhere in Canada

Looking for More Than a Traditional Insurance Administration Role?

Many insurance administration roles are built around repetitive processing, outdated systems, disconnected technology, and limited opportunities for growth.

ALIGNED Insurance is different.

We are looking for a highly organized, detail-oriented Commercial Insurance Associate who thrives in a fast-paced environment, embraces technology and AI, enjoys helping others, and takes pride in keeping work moving efficiently and accurately.

This is an opportunity to join a up-to-date, independent Canadian insurance brokerage where technology, automation, AI, ownership, accountability, and client experience are central to how we operate.

You will work alongside Commercial Insurance Advocates, Associates, Underwriters, Finance, and Leadership teams to help deliver exceptional service experiences while ensuring operational excellence behind the scenes.

Why Join ALIGNED? Work From Home Indefinitely

ALIGNED was designed from day one to support remote work. Our systems, workflows, technology stack, communication tools, and processes are built for distributed teams.

Work from wherever you perform best within Canada while remaining connected through Microsoft Teams, collaborative workflows, ongoing training, and regular team events.

Become an Owner

Every colleague participates in ownership because we believe people who help create value should share in the long-term success of the organization.

Ownership drives accountability, collaboration, and long-term thinking.

Work at a Modern, AI-Forward Brokerage

ALIGNED continuously invests in

- Applied Epic
- Microsoft 365
- Microsoft Copilot
- SharePoint
- Salesforce
- Power Automate
- AI-assisted workflows
- Enterprise search and knowledge systems
- Automation and process improvement tools

We are not adopting technology for the sake of technology.

We use it to

- Reduce repetitive work
- Increase consistency
- Improve service delivery
- Eliminate rework
- Surface information faster
- Improve communication
- Help our people focus on higher-value activities

The ideal candidate is excited about innovation and is comfortable learning new systems and helping improve workflows. Merit-Based Growth

Outstanding performance is recognized.

Associates who demonstrate strong technical skills, leadership, client service excellence, and operational expertise will have opportunities to expand their responsibilities and grow within the business.

What You'll Do

As a Commercial Insurance Associate, you will play a critical role in supporting ALIGNED's clients, advocates, insurers, and operations team.

Client & Policy Administration

- Create and maintain accurate client records in Applied Epic.
- Process policy changes, endorsements, cancellations, reinstatements, and renewals.
- Review policy documentation for accuracy and completeness.
- Prepare insurance documentation for client delivery.
- Issue Certificates of Insurance and liability slips.
- Assist with financing applications and supporting documentation.
- Prepare insurer and client correspondence.
- Track outstanding documentation and follow-up requirements.

Shared Inbox & Workflow Management

- Actively manage high-volume shared inboxes, including:
- associates@
- documents@
- certificates@
- other operational mailboxes as assigned
- Triage incoming requests and route work appropriately.
- Identify urgent client, insurer, or advocate requests and prioritize accordingly.




- Monitor service standards and ensure requests do not become overdue.
- Maintain workflow discipline and ensure activities move forward without unnecessary delays.

Applied Epic Management

- Create, update, and maintain accurate files, activities, and documentation in Applied Epic.
- Ensure communications, attachments, notes, and activities meet brokerage standards.
- Support data quality and consistency initiatives.
- Assist with Epic-related process improvements and workflow enhancements.

Client & Insurer Support

- Work directly with Commercial Insurance Advocates to support current business, renewals, policy servicing, and retention initiatives.
- Develop productive relationships with insurers, finance partners, vendors, and colleagues.
- Assist with obtaining information required by insurers and clients.
- Support preparation of underwriting submissions and renewal documentation.
- Respond professionally and promptly to internal and external inquiries.

Operational Excellence

- Follow established workflows, procedures, and compliance requirements.
- Identify opportunities to improve efficiency, eliminate bottlenecks, and reduce errors.
- Support quality assurance and documentation review processes.
- Contribute ideas that improve client experience and operational performance.
- Help maintain service consistency across the organization.

AI & Technology Adoption

- Utilize Copilot, automation tools, templates, and technology to improve productivity.
- Embrace continuous learning around AI and emerging technologies.
- Participate in workflow improvement initiatives.
- Help identify repetitive tasks that can be streamlined or automated.

A Day in the Life at ALIGNED No two days are exactly the same.

ALIGNED operates in a fast-paced, technology-enabled environment where client needs, insurer requests, renewal requirements, policy changes, certificate requests, documentation workflows, and internal collaboration happen continuously throughout the day.

A typical day may involve:

- Managing and responding to 200+ email touches across personal and shared inboxes.
- Reviewing and triaging requests in shared mailboxes such as associates@, documents@, and certificates@.
- Processing policy changes, endorsements, certificates, and insurance documentation.
- Supporting multiple Commercial Insurance Advocates across diverse client portfolios.
- Updating files, activities, communications, attachments, and workflows in Applied Epic.
- Collaborating with colleagues through Microsoft Teams, Outlook, SharePoint, Salesforce, and other integrated systems.
- Responding to urgent client, insurer, and advocate requests while balancing planned priorities.
- Tracking outstanding requirements and ensuring follow-ups are completed on time.
- Using Microsoft Copilot, automation tools, templates, and AI-powered workflows to work more efficiently.
- Identifying process improvements and opportunities to eliminate unnecessary manual work.
- Managing competing priorities without losing attention to detail or client experience.

Some days will be highly structured. Others will require rapid context switching across multiple clients, insurers, priorities,



and workflows. The successful Associate remains calm, organized, responsive, and professional while handling a significant volume of activity and change throughout the day.

What Success Looks Like

Successful Associates at ALIGNED

- Stay organized despite competing priorities.
- Maintain exceptional attention to detail.
- Keep inboxes, activities, and workflows current.
- Anticipate needs before reminders are required.
- Communicate proactively.
- Learn quickly and adapt to change.
- Balance speed with accuracy.
- Consistently follow through on commitments.
- Take ownership of outcomes.
- Use technology to work smarter.
- Help teammates succeed.
- Protect the client experience through responsiveness and professionalism.

You May Be a Strong Fit If You

- Have 2+ years of commercial insurance experience, insurance administration experience, or equivalent professional administration experience.
- Have hands-on experience with Applied Epic.
- Understand commercial insurance terminology, workflows, and documentation.
- Have experience operating within a brokerage environment.
- Have experience managing shared inboxes and high-volume service workflows.
- Are comfortable managing 200+ daily email touches while maintaining responsiveness and accuracy.
- Are comfortable managing multiple priorities simultaneously.
- Thrive in a fast-paced, high-accountability environment.
- Possess exceptional organizational and time management skills.
- Have excellent written and verbal communication skills.
- Are highly proficient in Microsoft Outlook, Teams, Excel, Word, SharePoint, and related tools.
- Embrace technology, AI, and automation as tools that improve productivity and client experience.
- Can work independently while remaining a strong team contributor.
- Are comfortable with change and continuous improvement.
- Take pride in accuracy and attention to detail.
- Understand that responsiveness and execution matter.
- Naturally look for ways to make things better.

Preferred Qualifications The following are considered strong assets:

- Applied Epic experience
- RIBO licence
- CAIB designation
- CIP designation
- Post-secondary education
- Commercial insurance brokerage experience
- Experience working within shared inbox environments
- Workflow automation or process improvement experience
- Microsoft Copilot experience
- Salesforce experience

What ALIGNED Offers

- 100% remote work
- Ownership participation
- Competitive compensation
- Modern technology stack
- AI-forward workplace
- Ongoing professional development
- Flexible work environment
- Diverse and interesting client work
- Opportunities for advancement
- Collaborative national team
- Culture focused on helping people
- Continuous innovation and improvement
- Independence from private equity ownership and bureaucracy

About ALIGNED ALIGNED Insurance is a Canadian-owned, independent insurance brokerage focused on helping businesses, organizations, families, and individuals make informed insurance and risk management decisions.

Our approach is simple

Audit. Optimize. Execute.

We believe insurance should be about helping people, solving problems, creating clarity, and building long-term relationships.

We're looking for colleagues who share those values and want to help build something meaningful.

Apply Today

Please send your resume and a brief introduction to [email protected] .

Applicants must be permanently eligible to work in Canada.

Build a Career. Earn Ownership. Help Shape the Future of Insurance. Join ALIGNED Insurance.

📌 Commercial Insurance Administrator/Associate (Toronto)
🏢 ALIGNED Insurance
📍 Toronto