BrokerLink

Insurance

• Service on-going client needs
• Advise on insurance matters
• Conduct needs assessment
• Recommend solutions
• Answer inquiries
• Conduct care calls and process renewals
• Sell new policies/write new business to existing or new clients
• Retain existing book of business
• Quote new business through outbound call initiatives
• Contact Underwriters and Adjusters to discuss guidelines and policy
• Prepare documentation for insurers
• Complete applications for clients
• Issue insurance certificates
• Process changes and review renewals
• Keep current on underwriting rules and workflow processes
• Actively participate in training initiatives
• Participate in community marketing initiatives
• Process Account Receivable activities
• Provide guidance and assistance as requested

Bilingual Personal Insurance Advisor

Analyst

• Support the planning and execution of branch openings, office moves, and decommissions across the BrokerLink environment
• Complete onsite technology and network readiness activities
• Coordinate with internal teams and vendors
• Provide hands-on support during cutovers/go-live to ensure a smooth transition for end-users
• Complete onsite technology discovery to confirm branch and user requirements
• Support branch openings, office moves, and decommissions by completing required network and connectivity tasks
• Inventory and document technology assets, services, and applications at each location
• Coordinate equipment redeployment and arrange secure recycling/destruction where required
• Create and maintain documentation (SOPs, checklists, runbooks, and site notes)
• Coordinate activities with employees, internal support teams, vendors, and partners
• Communicate clearly and professionally with both technical and non-technical stakeholders

Moves Analyst

Account Executive

• Sell commercial insurance policies and drive new business growth for your book
• Develop and maintain a prospect list and execute sales planning/business development activities
• Build and maintain strong customer relationships, including visiting customer sites
• Prepare proposals and coordinate account placement with insurers, leveraging broad market access and internal specialty resources
• Keep abreast of market knowledge, products, pricing issues, and placement opportunities
• Gather and document relevant information to ensure customers receive appropriate coverage and service
• Maintain book quality by adhering to underwriting rules and sound business practices
• Arrange payment terms for new business and support timely collection of payments
• Support customers through the claims process with claims advocacy support when needed
• Travel in and out of town as required

• Service on-going client needs
• Advise on insurance matters
• Conduct needs assessment
• Recommend solutions
• Answer inquiries
• Conduct care calls
• Process renewals
• Sell new policies/write new business to existing or new clients
• Retain existing book of business
• Quote new business through outbound call initiatives, introductory letters and receive walk-in clients
• Contact Underwriters and Adjusters to discuss guidelines and policy
• Prepare documentation for insurers
• Complete applications for clients
• Issue insurance certificates
• Process changes and review renewals
• Keep current on underwriting rules and workflow processes
• Actively participate in training initiatives
• Participate in community marketing initiatives
• Process Account Receivable activities
• Provide guidance and assistance as requested

Personal Insurance Advisor

• Coordinate and lead IT due diligence and technology discovery activities for acquired brokerages.
• Identify IT risks, gaps, dependencies, and integration requirements within the acquisition environment.
• Serve as the primary IT contact during an acquisition, partnering with internal IT teams, project managers, external vendors, and the acquired broker.
• Coordinate access to existing broker systems for internal teams.
• Support IT integration planning and execution.
• Maintain up to date documentation that is aligned with BrokerLink standards.
• Coordinate end-user readiness activities.
• Support network cutover coordination by aligning internal teams and external vendors.
• Maintain accurate hardware and technology inventory.
• Support remediation of identified risks and ensure adherence to BrokerLink IT security standards.

IT Acquisitions Analyst

Business Operations

• Analyze workflows and operational processes to identify inefficiencies, bottlenecks, and improvement opportunities
• Lead process mapping, root cause analysis, and future-state design initiatives
• Develop and implement standardized procedures, best practices, and CI methodologies
• Monitor operational performance using key metrics and dashboards
• Lead initiatives from ideation through implementation and performance monitoring
• Partner with business leaders to prioritize improvements aligned with strategic objectives
• Evaluate opportunities to leverage automation, workflow technologies, and AI-powered tools
• Conduct cost-benefit and impact analyses to validate and prioritize initiatives
• Engage and coach stakeholders at all levels through process changes and new ways of working
• Facilitate workshops, discovery sessions, and improvement meetings
• Synthesize insights into clear, actionable recommendations and support communication of progress, risks, and outcomes
• Build strong relationships and credibility across business units
• Establish project governance and reporting frameworks; track benefits realization
• Provide regular stakeholder updates on progress, risks, and opportunities
• Support the development of a Business Process Improvement Centre of Excellence

Business Process Improvements Specialist

• Sell new policies/write new business to existing or new clients
• Retain existing book of business
• Quote new business through outbound call initiatives, introductory letters and receive walk-in clients
• Conduct outbound calls to warm leads to identify sales opportunities and build client relationships
• Contact Underwriters and Adjusters to discuss guidelines and policy
• Prepare documentation for insurers, complete applications for clients, and issue insurance certificates
• Keep current on underwriting rules and workflow processes
• Actively participate in training initiatives
• Participate in community marketing initiatives
• Process Account Receivable activities
• Provide guidance and assistance as requested

Personal Insurance Sales Advisor

Commercial Underwriter

• Support the underwriting of a portfolio of commercial business within established program guidelines and authority limits
• Evaluate and price risks with guidance, applying consistent underwriting practices to support profitable growth
• Quote and bind new business, renewals, and endorsements with a focus on scalability and operational efficiency
• Support client management activities by responding to inquiries, addressing basic issues, and ensuring a high level of service
• Build and maintain positive relationships with insurers, clients, and internal stakeholders
• Collaborate with internal teams to support program performance and operational efficiency
• Ensure compliance with underwriting guidelines, program rules, and regulatory requirements
• Contribute to process improvements and program enhancements where appropriate
• Utilize internal systems for policy inquiries, electronic filing, underwriting, and rating transactions
• Participate in training and development to build underwriting knowledge and expertise
• Contribute as a strong team player, supporting team initiatives and fostering a collaborative environment
• Opportunity to participate in occasional travel

Underwriter, Commercial Lines

Solutions Engineer

• Ensure business needs are translated into practical, production-ready solution designs
• Define and document end-to-end solution architecture across applications, integrations, workflows, data flows, APIs, security considerations, and operational support needs
• Create and maintain a technology architecture strategy and ensures technology solutions are aligned to this strategy
• Create and maintain solution architecture documentation, architecture diagrams, design decisions, roadmaps, patterns, and implementation guidance
• Reduce rework, operational risk, performance issues, and integration gaps by identifying design risks earlier in the lifecycle
• Support BrokerLink technology initiatives by ensuring vendor and internal solutions align to business priorities, enterprise standards, and production-readiness expectations
• Work directly with software engineering, AI & automation, infrastructure, security, and vendor teams to ensure solutions are buildable, supportable, and aligned to approved designs
• Ensure solution designs explicitly address performance, scalability, reliability, resilience, security, observability, logging, alerting, and supportability
• Provide detailed analysis and opinions to assist with product and technology selection when new vendor solutions, platforms, or technical capabilities are required
• Provide detailed analysis to support risk, cost, feasibility, and value assessments for internal build options, vendor platforms, and hybrid approaches
• Assess current-state solutions for aging technology, misalignment with business requirements, reliability gaps, security concerns, or operational risk
• Contribute to and apply architecture governance, compliance standards, reusable patterns, and security requirements across solution designs
• Participate in architecture review, design approval, and technology decision processes to ensure solutions align with enterprise architecture direction
• Lead build-versus-buy, risk, cost, feasibility, and value analysis for internal builds, vendor platforms, and hybrid solution options
• Assess current-state applications, integrations, and platforms to identify technical deficiencies, lifecycle risks, security gaps, and improvement opportunities
• Lead research and assessment of emerging technologies, architecture approaches, and vendor capabilities for potential use across BrokerLink
• Partner with project, infrastructure, security, and engineering teams to align solution architecture with delivery needs, infrastructure constraints, and operational readiness requirements
• Contribute to the evolution of BrokerLink’s technology architecture by aligning solution decisions to long-term business strategy, security requirements, application lifecycle considerations, and emerging technology capabilities
• Contribute to and help evolve architecture principles, reusable patterns, and decision criteria that support consistent technology decision-making.

Senior IT Architect, Solutions Architect

• Provide front-line Commercial Insurance sales and customer service for small businesses
• Service on-going client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls and process renewals
• Sell new policies/write new business to existing or new clients
• Work collaboratively with the Sales team to prepare documentation for insurers, complete clients applications, issue insurance certificates, process changes and review renewals
• Contact Underwriters and Adjusters to discuss guidelines and policies
• Keep current on underwriting rules and workflow processes, and actively participate in training initiatives
• Process Account Receivable activities
• Participate in community marketing initiatives
• Provide guidance and assistance as requested

Commercial Insurance Advisor

Customer Support

• Manage the Personal Insurance operations for your respective team to achieve growth and profitability targets
• Implement and monitor Personal Insurance objectives with respect to commission revenue, policy count, accounts receivable and quality of the books of business and expenses
• Communicate, implement, and monitor strategies to ensure goals and objectives are attained
• Work with other Personal Insurance Manager’s and your Regional Leader to ensure the quality of services and sales meets expected standards
• Collaboratively analyze and resolve quality and customer service and sales problems to deliver on our Customer Value Proposition
• Accountable for overall staffing and leadership of the team
• Develop succession planning for all key positions
• Responsible for the general administration of the team
• Provide ongoing coaching, guidance and feedback regarding performance

Customer Experience Leader – Personal Insurance

• Underwrite and manage a portfolio of business, evaluating and pricing risks within established program guidelines and authority limits
• Apply consistent underwriting strategies to drive profitable growth across program
• Quote, negotiate, and bind new business, renewals, and endorsements with a focus on scalability and operational efficiency
• Build and maintain strong relationships with insurers, clients, and key stakeholders
• Collaborate with internal stakeholders to support program success and enhancements
• Ensure underwriting discipline and compliance with program rules, filings, and regulatory requirements
• Contribute to program development, including product design, pricing strategies, and process improvements
• Support team development through knowledge sharing, mentoring, and coaching
• Utilize internal systems for policy inquiries, electronic filing, underwriting, and rating transactions
• Some travel is required

Underwriter II, Commercial Lines

• Provide front-line Commercial Insurance sales and customer service for small businesses
• Service ongoing client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls and process renewals
• Quote and sell new policies/write new business to existing or new clients
• Retain existing book of business through inbound and outbound calls, introductory letters and receive walk-in clients
• Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals
• Contact Underwriters and Adjusters to discuss guidelines and policies
• Keep current on underwriting rules and actively participate in training initiatives
• Process Account Receivable activities
• Participate in community marketing initiatives

Manager

• Responsible for WFM team's transformation, innovation and optimization
• Analyze and review business results and upcoming forecast implications
• Reviewing long-term and short-term forecasts and find ways to deliver on forecast accuracy targets
• Refine Capacity Plans each month with the most up-to-date information
• Achieve global service targets through proactive management of a multi-site and multi-skilled environment
• Act as an expert of WFM and popularize complex concepts to an audience
• Identify areas of improvement to better manage the team

Manager, WFM

• Service on-going client needs
• Advise on insurance matters
• Conduct needs assessment
• Recommend solutions
• Answer inquiries
• Conduct care calls and process renewals
• Sell new policies/write new business to existing or new clients
• Retain existing book of business
• Quote new business through outbound call initiatives
• Contact Underwriters and Adjusters to discuss guidelines and policy
• Prepare documentation for insurers
• Complete applications for clients
• Issue insurance certificates
• Process changes and review renewals
• Keep current on underwriting rules and workflow processes
• Actively participate in training initiatives
• Process Account Receivable activities