Analyst - Insurance
Top Benefits
About the role
About Stalwart Insurance Brokers Ltd. Stalwart Insurance Brokers Ltd. (Stalwart) is a growing national life insurance brokerage and financial services provider with a focus on high-complexity client and business situations.
Stalwart values excellence and entrepreneurial thinking, and requires staff with the capacity to solve complex, novel problems. Stalwart is growing rapidly and intends to sustain this rapid growth through the addition of ambitious team members looking to rapidly scale their skills, abilities, and relationships, and contribute to a high-performing corporate finance team.
Summary We are looking for an Insurance Analyst to join us at our Vancouver or Toronto offices. In this role, you support senior staff across a broad range of operational, analytical and administrative functions, with a particular focus on insurance operations and client files.
Role Overview Your role will include: Assisting staff and managers in daily operations, with a focus on insurance activities Assisting the executive team in planning and executing operational and strategic initiatives Supporting the preparation and review of client and policy documentation Assisting with the administration of applications, renewals and policy changes Maintaining client and policy records, and keeping data accurate across systems Liaising with insurers, underwriters and service providers on outstanding items Researching insurance products and providers as directed by senior staff Identifying and implementing process enhancements, automation opportunities, and best practices Preparing reports and presentations Tracking and reporting on key performance metrics
Required Skills or Experience Undergraduate degree, ideally in business, commerce, finance or a related field Minimum 3.7/4.0 cumulative GPA Interest in or exposure to the insurance industry considered an asset Comfort working with detailed documentation and records Strong organizational and time management skills Excellent verbal and written communication skills High attention to detail and accuracy Professional demeanor with client-centric focus Proactive self-starter with problem-solving abilities
Salary and Benefits $120,000 base salary Discretionary bonus up to 40% based on performance Extended health benefits
Position Type Nature: Permanent, Full-time, and in person. Time Commitment: High-commitment position with the requirement for extensive overtime as needed Work Location: Vancouver, BC and Toronto, ON Start Date: Immediate
Please note: Candidates must be currently authorized to work in Canada. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
About Stalwart Insurance Group
Stalwart was founded with the goal of providing best-in-class life insurance solutions to Canadians from coast to coast, ensuring that clients and their loved ones are prepared for whatever comes next.
Stalwart offers innovative wealth optimization, financial management and life insurance solutions for high-net worth individuals and Canadian employers. Our dedicated team of professionals consistently deliver robust, bespoke analysis to optimize insurance, estate, and financial planning for our clients. We pride ourselves on offering value that transcends generations.
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Analyst - Insurance
Top Benefits
About the role
About Stalwart Insurance Brokers Ltd. Stalwart Insurance Brokers Ltd. (Stalwart) is a growing national life insurance brokerage and financial services provider with a focus on high-complexity client and business situations.
Stalwart values excellence and entrepreneurial thinking, and requires staff with the capacity to solve complex, novel problems. Stalwart is growing rapidly and intends to sustain this rapid growth through the addition of ambitious team members looking to rapidly scale their skills, abilities, and relationships, and contribute to a high-performing corporate finance team.
Summary We are looking for an Insurance Analyst to join us at our Vancouver or Toronto offices. In this role, you support senior staff across a broad range of operational, analytical and administrative functions, with a particular focus on insurance operations and client files.
Role Overview Your role will include: Assisting staff and managers in daily operations, with a focus on insurance activities Assisting the executive team in planning and executing operational and strategic initiatives Supporting the preparation and review of client and policy documentation Assisting with the administration of applications, renewals and policy changes Maintaining client and policy records, and keeping data accurate across systems Liaising with insurers, underwriters and service providers on outstanding items Researching insurance products and providers as directed by senior staff Identifying and implementing process enhancements, automation opportunities, and best practices Preparing reports and presentations Tracking and reporting on key performance metrics
Required Skills or Experience Undergraduate degree, ideally in business, commerce, finance or a related field Minimum 3.7/4.0 cumulative GPA Interest in or exposure to the insurance industry considered an asset Comfort working with detailed documentation and records Strong organizational and time management skills Excellent verbal and written communication skills High attention to detail and accuracy Professional demeanor with client-centric focus Proactive self-starter with problem-solving abilities
Salary and Benefits $120,000 base salary Discretionary bonus up to 40% based on performance Extended health benefits
Position Type Nature: Permanent, Full-time, and in person. Time Commitment: High-commitment position with the requirement for extensive overtime as needed Work Location: Vancouver, BC and Toronto, ON Start Date: Immediate
Please note: Candidates must be currently authorized to work in Canada. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
About Stalwart Insurance Group
Stalwart was founded with the goal of providing best-in-class life insurance solutions to Canadians from coast to coast, ensuring that clients and their loved ones are prepared for whatever comes next.
Stalwart offers innovative wealth optimization, financial management and life insurance solutions for high-net worth individuals and Canadian employers. Our dedicated team of professionals consistently deliver robust, bespoke analysis to optimize insurance, estate, and financial planning for our clients. We pride ourselves on offering value that transcends generations.