Prepare insurance documentation for client delivery. 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 Many insurance administration roles are built around repetitive processing, outdated systems, disconnected technology, and limited opportunities for growth.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 modern, 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, team-oriented 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 current 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 new 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

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