Job Title

Alteri Insurances Mission: Bring Clarity to Insurance Southampton Financial is a value-added strategic investor in the Canadian property and casualty distribution space. We are the majority equity owner of Alteri Insurance and have acquired Onlia Insurance and aha insurance in recent months. Our goal is to build the insurance brokerage of the future by combining leading-edge technology with high-quality brokers catering to the overall insurance needs of Canadians by providing them with customized solutions to suit their individual needs. At Southampton Group of Companies, we''re not just merging companies; we''re fusing expertise, innovation, and a relentless commitment to excellence. Our purpose is clear: to disrupt the insurance landscape in Canada. As we assemble a team of industry heavyweights, our goal is to make this vision a reality. In our collaborative, fast-paced, and agile environment, we strongly believe in empowering every member of our team to take ownership of their role. Together, we''re dedicated to building a best-in-class experience for our customers. Join Alteri Insurance today and become part of a forward-thinking company that values innovation, customer-centricity, and employee growth. Help shape the insurance landscape offering clients the protection they need with a personalized touch. Apply now and embark on a rewarding career in the insurance industry This isnt your ordinary Insurance Company As a Top 3 Insurance Agency in Vancouver and Top 10 in Canada, Alteri is committed to providing a fast-paced, dynamic work environment where you can thrive. Description: Alteri Insurance is seeking a Broker/Admin professional to join our dynamic team in based out of our Yaletown location. In this role you will help with the day-to-day operations of the office as well as work on various client files to grow your experience and knowledge. You will be working 3 days per week in the office with an opportunity to increase to full time in future. Key Accountabilities: Answer phone calls on the digital switchboard system Handle incoming and outgoing mail o Including scanning, uploading to Epic and distributing as required o Distribute copies to the appropriate recipients (producers, accounting, or the addressee). Monitor and manage the Alteri general email accounts, responding and/or forwarding messages as required. Process and deposit payments Prepare Certificates of Insurance (COI) including mailing and electronic storage. Maintain accurate and up-to-date records of all insurance policies and correspondences in the companys database (EPIC). Maintain strong relationships with clients by and providing exceptional customer service. You will be working with our high-performing team supporting our top-end brokers. Stay up-to-date with the latest insurance products, industry trends, and regulatory changes Maintain accurate and organized client files following proper techniques for storage and recording. Collaborate with a team of insurance professionals, sharing knowledge, providing support, and contributing to a positive and inclusive work environment. Qualifications and Competencies: Post-secondary education and/or equivalent on the job experience Preferred - 1 year of experience in the insurance industry, with a focus on commercial & Personal lines insurance Must have your General Insurance License Level 1 in BC and be willing to obtain a Level 1 License for Alberta. Good understanding of insurance products, regulations and best practices. Exceptional customer service skills with a genuine passion for helping others. Excellent verbal and written communication skills Detail-oriented and adept at managing multiple tasks simultaneously, ensuring accuracy and meeting deadlines in a fast-paced environment. A collaborative mindset, working effectively within a team to achieve shared goals while fostering a positive and supportive work culture. Proficiency with computer applications including Microsoft Office 365 and EPIC (Broker Management System). WORKING AT ALTERI INSURANCE Our mission is to cultivate a workforce that is diverse and inclusive, with an unwavering commitment to creating an open, equitable, and respectful workplace for all. We are deeply dedicated to fostering an environment where every individual is genuinely respected, included, and empowered to contribute their unique perspectives and talents. We encourage submissions from candidates who represent the various dimensions of diversity. We are committed to providing barrier-free and accessible employment practices. Alteri Insurance is an equal-opportunity employer and provides accommodations upon request to ensure all candidates feel comfortable and supported throughout the selection process.