Job Description:

The Broker Support Specialist (BSS) plays a critical operational role at Jones Insurance, providing essential administrative and technical support to our Personal Insurance Brokers. This position is responsible for processing insurance transactions, preparing and compiling application and quotation materials, and ensuring accurate documentation across our Broker Management System and insurer portals.

In addition, the Broker Support Specialist ensures broker requests are completed thoroughly, accurately, and in alignment with company policies and procedures. As a result, this role directly contributes to service quality, operational efficiency, and client satisfaction.

Reports to: Administrative Supervisor
Employment Type: Full Time, 35 hours per week
Salary: $42,000 – $46,000/year

Job Duties:

Broker Support Duties

• Process new insurance applications and other policy transactions within our insurance partners’ web portals as directed by Jones Insurance Brokers.
• Work with brokers and other colleagues to resolve internal underwriting issues.
• Assist in the internal auditing process as directed by the Personal Lines Manager.
• Document all client activity in our Broker Management System in accordance with our policies and procedures.
• Complete quote requests in our quotation management systems as directed.
• Compile electronic application packages for brokers.
• Assist in other administrative duties or projects as required.

Client Experience & Reception Duties
(Reception Coverage 2-3 hours weekly, as needed):

• Deliver a positive, professional first impression that reflects our brand and values.
• Maintain strict confidentiality of all client and internal information.
• Respond to all inquiries in a professional, courteous, and engaging manner.
• Triage and manage phone, email, in-person, and written correspondence, including the general inbox, in line with established procedures.

Accounting & Financial Duties

• Process all payment types (direct deposits, e-transfers, cash, credit cards, and automatic debits) and prepare sales receipts.
• Send registered letter payments via ClearPay or broker cheques and notify brokers for follow-up.
• Complete courtesy and reminder calls/emails for outstanding accounts.
• Act as backup to the accounting team, supporting end-of-day processing, bank deposits, and related tasks as needed.

Requirements

• High school diploma or equivalent required; in addition, education in office administration, accounting, or related fields is an asset.
• Minimum of 2 years’ experience in an administrative or client service role required.
• Familiarity with Broker Management Systems and insurance practices is advantageous; however, any CMS experience is valued.
• Strong knowledge of office procedures, including reception, payments, reconciliations, and financial record-keeping, is preferred.
• Accounting experience is an asset.
• Experience with Microsoft 365 (Outlook, Teams, SharePoint) is preferred.
• Finally, a valid Ontario driver’s license required.

You’ll Succeed in This Role If You:

• Build strong, professional rapport with clients and visitors while staying focused and productive.
• Also, communicate clearly and confidently, handling sensitive information with discretion.
• Pay close attention to detail and can easily refocus after interruptions.
• Manage your time well and work effectively both independently and as part of a team.
• Embrace change, continuous improvement, and evolving responsibilities.
• Lastly, take a practical, solution‑focused approach to challenges.

If you’re an organized, detail‑driven individual who enjoys helping people, we’d love to hear from you.

Finally, we sincerely thank all candidates for their interest in working with our company. Candidates who meet screening requirements will receive a prompt for an assessment. Only those who pass the assessment will be notified of next steps.