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Broker Business Development Coordinator - Remote

Date: Feb 3, 2023

Location: Mississauga, ON, CA, L4W 0A5

Company: CAA Club Group

About Us

Echelon Insurance provides Personal and Commercial Specialty Insurance solutions to protect Canadian families and businesses across Canada, through our trusted network of Broker partners.

Echelon is a member of the CAA Club Group of Companies, and is an equal opportunity employer who offers a professional environment that champions collaboration, trust, and growth to drive success. We cultivate a great working dynamic to help us deliver what is best for our associates, Brokers, and Customers.

Who we are

Get ready to drive your career forward. Life at Echelon is fast paced, performance-driven and rewarding. We value our Associates' career growth and ongoing professional development – and we regularly recognize their achievements and outstanding results.

We are caring. We are leaders. We are innovators. We are collaborative.

We work hard and play hard. We're about doing what's right and feeling good about it.

Position Details

What You Will Do

This position is based remotely

  • Coordinate all broker industry events/sponsorships (national) in conjunction with Business Development and Marketing teams
  • Manage broker relationships with respect to queries and registration
  • Manage internal and external communication
  • Manage booking facilities, hotel, and travel for the Business Development (BD) team
  • Provide support to marketing and BD team for broker event preparation and setup, i.e., booth setup, swag ordering and shipment
  • Assist marketing department by providing input on department brochures and various pamphlets
  • Participating in regular broker audits and providing input on required course of action
  • Planning, execute and manage broker visits
  • Provide administrative support with the gathering, sorting, and storing of all brokers monthly reports and other general administrative functions as required (Ontario, Alberta, BC, Atlantic – backup for Quebec)
  • Compile, store and distribute monthly broker reports
  • Maintain all broker control documents keeping the file up to date 
  • Preparation, gathering and distribution of monthly meeting agendas and meeting minutes/action items
  • Support the broker due diligence process
  • Compile, and prepare necessary documents for broker agreements & addendums
  • Review and confirm Brokerage licensing annually
  • Delivering broker contract termination notices when necessary
  • Gathering information on developments in the insurance industry and competitor’s activities and reporting information back to management
  • Work on specific projects as required
  • Collaborate and coordinate day-to-day Business Development tasks with leaders and managers
  • Provide regular updates on workloads/timelines and challenges along with potential solutions to manager
  • Act as a go to person for the day-to-day questions from the BD team

Who You Are

  • College or University Degree in related field is required
  • 2 years of administrative experience in P&C insurance industry preferably working with brokers
  • CIP designation would be an asset
  • Bilingualism (English & French) is an asset
  • Proficient in Microsoft applications, specifically Power Point, Word, and Excel
  • Ability to navigate, prioritize, manage workload and pivot quickly, when necessary, in a fast-paced environment
  • Ability to lead, collaborate and execute in a team environment
  • Effective and timely communication skills required to manage internal and external stakeholders
  • Strong attention to detail

What’s In It for You

  • Competitive total compensation and benefits package  
  • Annual shared success program based on performance 
  • Annual merit increases based on performance 
  • Defined Contribution Pension Plan with a matching contribution component 
  • Complimentary CAA Membership

Our Commitment

We are an equal opportunity employer and are committed to providing employment accommodation in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act, 2005 (AODA). Echelon Insurance will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet your needs.

As an organization we are focused on safety, which includes the safety and well-being of our Associates. Therefore, you must be and remain fully vaccinated as a condition of employment.