Job Description

Location:

Ontario (Hybrid/Remote options available)

Employment Type:

Full-Time

About Us

We are a growing insurance brokerage committed to delivering innovative solutions and exceptional service to our clients across Ontario. To support our continued growth, we are seeking an experienced

Vertafore & MyBrokerHome Expert

to join our team and help us maximize the value of our broker management technology.

Role Overview

The

Vertafore & MyBrokerHome Expert

will be responsible for overseeing, optimizing, and supporting our brokerage's use of Vertafore platforms (such as AMS360, Sagitta, ImageRight, BenefitPoint, or other Vertafore solutions), along with a

comprehensive understanding of MyBrokerHome

to ensure smooth integration with carrier partners, portals, and CSIO standards. You will serve as the in-house specialist, ensuring system efficiency, staff adoption, and technology-driven improvements in operational performance.

Key Responsibilities

Configure, manage, and optimize

Vertafore applications

to meet brokerage needs. Utilize and manage

MyBrokerHome functionality

, ensuring accurate setup, smooth integration, and adoption across the brokerage. Provide technical support and troubleshooting for staff using Vertafore and MyBrokerHome. Lead system updates, upgrades, and integrations with carriers and third-party platforms. Develop and deliver staff training to improve efficiency and consistent usage. Collaborate with leadership to align technology capabilities with business objectives. Create documentation, SOPs, and reporting to ensure compliance and regulatory readiness. Identify opportunities to streamline workflows, reduce administrative burdens, and lower operational costs.

Qualifications

Proven experience with

Vertafore systems

in an insurance brokerage or MGA environment.

Full understanding of MyBrokerHome

and its integration with brokerage workflows and carrier connectivity. Strong understanding of brokerage operations (personal lines, commercial lines, surety, etc.). Familiarity with insurance regulatory and compliance requirements in Ontario. Excellent problem-solving and communication skills. Project management skills with the ability to lead system implementations and upgrades. Experience with API integrations or advanced reporting tools (Power BI, SQL, etc.) considered an asset.

What We Offer

Competitive salary and benefits package. Opportunities for professional growth and certification. A collaborative team environment that values innovation and efficiency. Flexible work arrangements (on-site, hybrid, or remote within Ontario).

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