Insurance Broker Assistant Trainee

Brokerteam Insurance Group Richmond Hill, Ontario, Canada Sales

About this position

Summary:                           We are a dynamic and growing brokerage in an interesting and challenging segment of the insurance industry always looking for talented individuals to join us.   We are committed to providing top-notch service to our clients and fostering a supportive and collaborative work environment for our team members.

 

Position Overview:

                                          We are looking for a motivated and detail-oriented Insurance Broker Assistant Trainee to join our team. This is a part-time position with flexible hours, ideal for someone looking to gain experience in the insurance industry. The role offers the potential for growth into a full-time position based on performance.  Working hours is 15 to 20 hours per week; reporting directly to the Associate Broker.


 

Location:                                Flexible between Mississauga & Richmond Hill (with potential to become partially remote)

 

Primary Responsibilities:     

  • Assist with handling incoming phone calls, responding to client inquiries, and processing payments.
  • Provide support in the review and proofreading of insurance applications to ensure accuracy and completeness.
  • Assist in the processing and submission of insurance applications, following up on any necessary documentation.
  • Maintain organized records and files, ensuring all client information is up-to-date and secure.
  • Collaborate with the brokerage team to ensure a smooth workflow and high level of client service.

Personal & Organizational

Development:

  • Excellent attention to details and organizational skills to ensure timeliness and quality of work
  • Ability to multi-task

Personal Attributes:

  • Strong communication skills, both written and verbal.
  • Proficiency in basic computer applications, including MS Office.
  • Willingness to learn and take on new challenges.
  • Fluent in Arabic and English.
  • RIBO licensed an asset.