Insurance Brokerage Assistant – Personal & Commercial Lines
Company: Xeed Financial Group Ltd.
Location: Mississauga, Ontario
Job Type: Full-Time | On-Site
Experience: Entry-Level / Experienced Candidates Welcome
Company Description
Established in 2013, Xeed Financial Group Ltd. is a growing insurance and financial services firm based in Mississauga, Ontario, serving clients across the Greater Toronto Area, Ottawa, and London.
We specialize in Auto, Home, Commercial, Life, Travel, and Group Benefits Insurance. Our company is committed to delivering personalized insurance solutions, exceptional customer service, and building long-term client relationships.
We are looking for a motivated, detail-oriented individual who is interested in learning and building a career in the insurance industry.
Role Description
We are seeking a full-time Insurance Brokerage Assistant to support our insurance brokers with day-to-day insurance operations, client servicing, policy documentation, and communication with insurance companies.
No previous insurance experience is required. We welcome fresh graduates and candidates who are eager to learn. Training will be provided.
Key Responsibilities
Insurance Processing & Documentation
- Assist brokers with Auto, Home, and Commercial Insurance applications.
- Prepare and organize insurance quotations, applications, and policy documents.
- Assist with policy renewals, endorsements, cancellations, and changes.
- Collect and verify client information and supporting documents.
- Maintain accurate client records in the brokerage management system.
- Track pending submissions, renewals, and outstanding documentation.
Client Service & Communication
- Respond to client inquiries through phone calls and emails.
- Follow up with clients for required information and documentation.
- Coordinate with insurance companies and underwriters regarding policy processing.
- Assist clients with general billing and policy documentation inquiries.
- Ensure timely follow-ups and professional customer service.
Broker Support
- Assist insurance brokers with daily tasks and insurance submissions.
- Organize electronic client files and maintain accurate records.
- Update insurance information in brokerage systems and insurer portals.
- Monitor pending requests and help ensure timely processing.
- Prepare basic reports, correspondence, and documentation.
Qualifications
- No previous insurance industry experience required.
- Fresh graduates and entry-level candidates are encouraged to apply.
- Strong verbal and written communication skills.
- Good knowledge of Microsoft Office, including Word, Excel, and Outlook.
- Excellent organizational skills and attention to detail.
- Ability to multitask and prioritize responsibilities.
- Strong customer service skills and a willingness to learn.
- Comfortable working with computers, online systems, and digital documentation.
- Ability to work independently and as part of a team.
- Previous experience in insurance, banking, financial services, or customer service is an asset.
- RIBO licence is an asset but not required.
What We Offer
- Full-time employment in a professional and growing organization.
- Comprehensive training in insurance brokerage operations.
- Opportunities to learn Personal and Commercial Insurance.
- Exposure to leading Canadian insurance companies.
- Supportive and collaborative work environment.
- Career development and growth opportunities.
- Opportunity to pursue a RIBO licence and advance within the insurance industry.
Work Location
Mississauga, Ontario - Full-Time, On-Site.
How to Apply
Interested candidates are encouraged to submit their resumes. We welcome individuals who are enthusiastic, reliable, detail-oriented, and interested in developing a long-term career in the insurance industry.
Join Xeed Financial Group and start your career in insurance!
