Account Assistant (Unlicensed)

Overview

Billyard Insurance Group (BIG) is a prominent name in the insurance sector with over 80 locations across Canada. Known for rapid growth and recognized among Insurance Business Canada's Top Brokerages and Canada's Top Growing Companies, BIG Mississauga East focuses on exceptional service and team growth in a dynamic environment.

Role Summary

The Account Assistant supports licensed brokers by managing administrative tasks crucial to servicing client accounts. This role is ideal for organized, detail-oriented individuals eager to enhance client service by handling documentation, file management, and communications that do not require a RIBO licence.

Key Responsibilities

• Accurately manage client records and process vital documents.
• Support the preparation of client proposals, policy documents, renewals, and brokerage paperwork.
• Maintain organized insurance documentation and digital client files.
• Prepare applications, forms, and necessary documents for broker evaluation.
• Handle administrative client communications including appointment scheduling, document requests, and routing insurance inquiries to brokers.
• Monitor brokers' inboxes, assisting in prioritizing administrative tasks.
• Follow up with clients for outstanding documents and signatures as directed.
• Provide comprehensive administrative support allowing brokers to focus on client advisory services.

Qualifications

• Minimum high school diploma or equivalent.
• 1-2 years’ experience in administrative or office support, preferably within insurance or financial services.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).
• Experience with insurance management software or CRM systems is advantageous.
• Post-secondary education in Business Administration, Insurance, or related fields is a plus.

Benefits and Culture

• Access to proprietary technology that enhances underwriting, quoting, and policy management processes.
• Continuous education and professional development opportunities.
• Part of a respected national brand with a supportive and growth-oriented workplace culture.

Diversity, Inclusion, and Accessibility

Billyard Insurance Group prioritizes a welcoming, inclusive environment where all employees feel valued. The company is an equal opportunity employer committed to a diverse workforce, regardless of race, gender identity, or other personal attributes.

The organization ensures accessibility in recruitment and the workplace. Accommodations for accessibility needs are available upon request to facilitate a barrier-free experience.

Additional Details

• Work Location: Onsite in Mississauga, Ontario, Canada.
• Employment Type: Full-time.
• Compensation: $20 per hour, approximately $39,000 annually.