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Reports to: Administrative Supervisor
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.
The BSS contributes to the overall efficiency, accuracy, and quality of service delivered to our clients by ensuring broker requests are completed thoroughly, accurately, and in accordance with Jones Insurance policies and procedures.
Why Join the Jones Insurance Team?
- A people-focused culture that values wellness, respect, and balance.
- Competitive benefits and paid vacation (and your birthday off with pay).
- Family-friendly flexibility within business hours (we understand real life).
- Paid volunteer time and a strong commitment to community involvement across Northwestern Ontario.
- A stable, growing brokerage that continues to invest in its people, technology, and processes.
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
- A high school diploma or equivalent is required; additional education in office administration, accounting or related fields is a plus.
- A minimum of 2 years of experience in an administrative or client service role is required.
- Familiarity with Broker Management Systems (BMS) and insurance industry practices is advantageous, but any CMS experience is valued.
- Advanced knowledge of office procedures involving reception, such as service etiquette, payment collection, reconciliations, financial record-keeping, complex data entry, inventory management, budgeting and other controls is desired.
- Accounting experience is an asset.
- Experience working within the Microsoft 365 suite (e.g. Outlook, Teams, Sharepoint) is preferred.
- Valid ON driver’s license.
You’ll Succeed in This Role If You:
- Build strong, professional rapport with clients and visitors while staying focused and productive.
- 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.
- 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.
resumes@jonesins.com | Return to All Jobs
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.
