Job Description

Do you want to be our very first Broker Admin? Our office is growing so we are looking to expand our team. This is a newly created role, so you get to help shape what success looks like. This is a great opportunity for someone considering a career in insurance as it is an excellent gateway to a path of getting licensed.



In this role you get to wear two hats; providing outstanding admin assistance to the office as well as value-added support to our broker partners by processing changes and uploading new business into the various company portals ... and they are going to love you for it! This role will help the day-to-day office run smoothly and be a champion for our culture. This role will be 100% in office as that works best for our team and our customers.



So, what will you spend your days doing?

Key Responsibilities and Duties

Answer & direct incoming calls, greet clients and visitors. Manage incoming correspondence, mail, courier, scanning. Upload new business applications into the insurance company portals. Take and process client payments and make courtesy calls to clients on payment reminders received on direct bill policies. Record General Ledger Accounting Journal Entries. Issue payments to insurance companies and other accounts payable. Reconciliation of insurance company commission statements. Review and transact insurance policy renewals and endorsements. Prepare and send renewal letters and emails to customers. Support our distributed marketing email tool to help enhance customer communications. Assist with company initiatives, technology enhancements, etc. Enter policy change requests in broker management system and insurance company online portals. Run, manage, and maintain underwriting reports (MVR and Autoplus), ensuring accurate logging, timely deletion, and full compliance with regulatory requirements. Continuously seek out ways to improve the overall Dorchester customer and employee experience. Maintain postage meter, Interac machine, alarm system, etc. Order and maintain supplies/inventory to ensure the team has what they need. Provide support to the brokers where necessary.

Qualifications

Proven success in a customer service role. Outstanding communication, organizational and interpersonal skills. Previous experience working in an insurance brokerage is an asset.

Accessibility Statement

We are committed to creating an inclusive environment that accommodates all individuals, including those with disabilities. We support the goals of the Accessibility for Ontarians with Disabilities Acts (AODA) and have established policies, procedures and practices which adhere to the accessibility standards set out in the AODA. Please advise us should you require any accommodation throughout the recruitment & selection process.

About Us

Our story first began in 1989 when Dorchester Insurance Brokers Ltd and now under a second generation of ownership, the team at Dorchester Insurance continues to provide professional, friendly, and highly personalized service for families and businesses across Ontario. As a family-oriented business at our core, we value maintaining personal relationships with our clients and the insurance partners we work with daily. No matter what your specific situation is, we are on your side and ready to listen so that we can help you find the very best coverage.