Broker Support Coordinator

Job summary

Process routine insurance policy documentation and transactions, maintain accurate client records and files, and assist with renewals, invoicing, accounts receivable follow-up, and reporting. Provide administrative support to Brokers and Client Executives, review documents for completeness, and escalate discrepancies while following company procedures and quality standards.

Job details

About Us Founded in 1959, Purves Redmond Limited has grown from a local Toronto brokerage into a nationally recognized, independent insurance advisory firm. Today, we are a 100% employee-owned organization with offices across Canada and partnerships that extend our reach globally. We combine decades of experience with a forward-looking approach, delivering customized insurance, risk, and benefits solutions to clients across diverse industries. Our continued success is rooted in our commitment to integrity, collaboration, and service excellence. Position Overview The Broker Support Coordinator provides foundational administrative and technical support to Brokers, Client Executives, and service teams under supervision. This role is ideal for fresh graduates or career changers entering the insurance industry. The Coordinator assists with maintaining accurate documentation, processing routine policy activities, and supporting operational workflows to ensure efficient client service delivery. The Broker Support Coordinator is an entry-level position designed to build core competencies in insurance operations while contributing to operational excellence. This is an existing vacancy. Duties and Responsibilities Process routine policy documentation, certificates, and basic insurance transactions under supervision. Maintain accurate and complete client records within EPIC and other internal systems. Assist with document preparation and file organization for renewal and placement activities. Support invoicing processes by preparing documentation and coordinating with Finance teams. Organize and maintain client files in accordance with internal standards and procedures. Assist with accounts receivable follow-up activities and basic administrative reporting. Review documentation for completeness and flag items requiring specialist review. Prepare routine reports, schedules, and account-related materials as directed. Support Brokers and Client Executives with administrative tasks and information requests. Identify and escalate issues or discrepancies to supervisors or technical teams. Maintain compliance with company policies and quality standards under guidance. Requirements High school diploma or equivalent; post-secondary education (diploma/degree) preferred. Strong attention to detail and organizational skills. Excellent written and verbal communication abilities. Basic proficiency with Microsoft Office (Word, Excel, Outlook). Ability to follow procedures and work under supervision. Why Apply At Purves Redmond Limited, you’ll work in an environment grounded in integrity, professionalism, and service excellence. We put clients first, support one another, and uphold high standards in everything we do. Ownership, accountability, and collaboration are embedded in our culture, giving you the opportunity to take initiative, build meaningful client relationships, and contribute to long-term success. If you value continuous improvement and bringing thoughtful perspectives to your work, you’ll feel aligned with how we operate. Compensation Purves Redmond Limited is committed to fair and transparent compensation practices. The base salary range for this role is $45,000–$50,000. This range reflects the expected hiring range for the position and may vary based on factors such as experience, skills, qualifications, and overall fit. Additional compensation, where applicable, may include performance-based incentives, commissions, or bonuses. At PRL we are an equal employment opportunity employer based on job-related skills and experience. If you require any accommodation during the hiring process or upon hire, please inform Human Resources and we will provide suitable accommodation that takes into account the applicant’s accessibility.

What you’ll do

Process routine insurance policy documentation and transactions, maintain accurate client records and files, and assist with renewals, invoicing, accounts receivable follow-up, and reporting. Provide administrative support to Brokers and Client Executives, review documents for completeness, and escalate discrepancies while following company procedures and quality standards.

Requirements

A high school diploma or equivalent is required, with post-secondary education preferred. Candidates should have strong organizational and communication skills, attention to detail, basic Microsoft Office proficiency, and the ability to follow procedures under supervision.

Listed skills

• written communication · Preferred
• Organization · Preferred
• Attention to detail · Preferred
• Compliance · Preferred
• Microsoft Excel · Preferred
• Microsoft Office · Preferred
• Microsoft Word · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Attention To Detail
• Organization
• Written Communication
• Verbal Communication
• Microsoft Office
• Word
• Excel
• Outlook
• Document Management
• Policy Processing
• Client Record Maintenance
• Invoicing Support
• Accounts Receivable Follow-Up
• Administrative Reporting
• Compliance
• Issue Escalation

Job areas

• Administrative
• Finance & Accounting
• Customer Service & Support

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