Insurance Operations Specialist Canadian Insurance Brokerage | Remote

Job Description: Insurance Operations Specialist

Canadian Insurance Brokerage | Remote | India
Location: India (Remote)
Employment Type: Full-time
Working Hours: Canadian Eastern Time (ET), including the corresponding seasonal daylight-saving changes
Experience: 13 years preferred in Canadian or US insurance operations

1. About Client:

A Canadian insurance brokerage headquartered in London, Ontario. We provide commercial insurance, personal insurance, life insurance, and other insurance solutions to individuals and businesses. We are seeking a detail-oriented Insurance Operations Specialist based in India to support our Canadian brokerage team with policy processing, client servicing, documentation, and administrative operations. The ideal candidate will have prior exposure to Canadian or US insurance operations, excellent written English, strong attention to detail, and the ability to work during Canadian business hours.

2. Key Responsibilities

• Policy Processing and Administration
• Assist with new business submissions, policy issuance, endorsements, renewals, and cancellations.
• Process policy documents, certificates of insurance (COIs), applications, and supporting documentation.
• Review insurance documents for completeness, consistency, and accuracy.
• Maintain organized digital records of client accounts, policies, and correspondence.
• Follow up on outstanding documentation and pending transactions.

• Assist with renewal preparation, including gathering updated client information and organizing renewal documents.

B. Insurance Policy Servicing

• Support the brokerage team with day-to-day policy servicing requests.
• Assist with requests for certificates of insurance, policy documents, and other routine documentation.
• Coordinate requests for endorsements, vehicle additions or deletions, and changes to insured details.
• Track pending requests and follow up with brokers, insurers, underwriters, and clients as authorized.
• Help maintain accurate policy information and ensure service requests are completed within agreed timelines.

C. Email and Client Communication

• Monitor and manage designated brokerage inboxes during Canadian business hours.
• Draft professional responses to routine client and insurer emails.
• Respond to internal requests from brokers and follow up on outstanding items.
• Organize incoming emails, identify urgent requests, and escalate complex issues to the appropriate broker.
• Maintain clear records of client communications and follow-up actions.

D. Commercial Insurance Support

• Experience in commercial insurance will be an advantage.
• The candidate may assist with administrative work relating to:
• Commercial General Liability (CGL).
• Commercial property insurance.
• Commercial auto and fleet insurance.
• Contractors, including electricians, plumbers, HVAC contractors, and general contractors.
• Professional liability and Errors & Omissions (E&O).
• Cyber liability and other commercial insurance products.
• Business renewals, certificates of insurance, and policy endorsements.

E. Brokerage Systems and Data Management

• Update client and policy information in the brokerage management system.
• Maintain accurate records, task lists, renewal diaries, and follow-up trackers.
• Assist with data entry, document management, and reporting.
• Learn and use the brokerage's insurance management systems, insurer portals, and productivity tools.
• Identify opportunities to improve processing efficiency and reduce repetitive administrative work.

3. Required Qualifications

Prior experience in Canadian or US insurance operations, preferably within a brokerage, insurance company, MGA, or insurance outsourcing organization.

• Understanding of insurance policy documents, endorsements, renewals, certificates of insurance, and policy servicing workflows.
• Excellent written and verbal English communication skills.
• Strong email management, documentation, and follow-up skills.
• High attention to detail and accuracy when handling insurance information.
• Ability to work independently while coordinating with a team based in Canada.
• Comfortable working during Canadian Eastern Time business hours.
• Proficiency in Microsoft Office, particularly Outlook, Excel, and Word.

4. Preferred Qualifications

The following would make a candidate particularly attractive:

• Experience with Canadian commercial P&C insurance.
• Familiarity with Canadian insurance terminology and brokerage workflows.
• Experience with brokerage management systems such as Applied Epic or Acturis.
• Exposure to insurer portals, underwriting submissions, and policy documentation.
• Experience supporting Canadian brokers, underwriters, or account managers.
• Familiarity with commercial auto, fleet, CGL, property, and contractor insurance.
• Experience managing shared inboxes, service queues, and renewal follow-ups.

5. Working Hours

The successful candidate must be available during the Canadian brokerage's business hours.
Proposed schedule: Monday to Friday, aligned with 9:00 a.m.5:00 p.m. Eastern Time.
The corresponding working hours in India will vary with daylight saving time:
Canadian time Indian time

9:00 a.m.5:00 p.m. EDT 6:30 p.m.2:30 a.m. IST
9:00 a.m.5:00 p.m. EST 7:30 p.m.3:30 a.m. IST

This is an evening and overnight position in India. Candidates must be comfortable maintaining this schedule.