Portfolio Specialist
WELLAND, ON
The Portfolio Specialist, under the direction of the Portfolio Projects Manager, is primarily responsible for providing services to assigned BIG Brokers and BIG clients throughout the policy period. Acting as a resource and BIG Brokers they assist in maintaining accurate and complete files for current clients. In order to be successful in this role, the incumbent must be able to provide excellent customer service. Explaining features, advantages and disadvantages of various policies, as well as offering advice that helps the client make informed decisions will ensure that clients are adequately coverage. When corresponding with clients the Account Manager communicates accurate information, creating and maintaining a trusting environment that fosters the sale of products and customer retention. The Portfolio Specialist has a duty to keep current on underwriting rules and workflow processes, by actively engaging in training and professional development.
Senior Portfolio Underwriter
WELLAND, ON
The Senior Portfolio Underwriter will be responsible for completing an in-depth evaluation of our current book of business and identifies gaps in coverage to be sure risks qualify based on Market appetites and industry regulations. Additionally, Senior Underwriters must stay updated with industry regulations and market trends to effectively manage risks and comply with legal standards. They must ensure adherence to underwriting guidelines, market appetite, and maintain the highest level of professionalism and accuracy. The Senior Portfolio Underwriter will communicate with the market regarding any questions, or possible scalations, while ensuring accurate communication, and maintaining high standards in underwriting procedures.
Senior Underwriter
WELLAND, ON
The Senior Underwriter is responsible for completing an in-depth evaluation of new business submissions, as well as uploading the new business to our valued market partners through their company portal. This position stays updated with industry regulations and market trends to effectively manage risks and comply with legal standards to ensure adherence to underwriting guidelines, market appetite, while maintaining the highest level of professionalism and accuracy.
Account Manager
WELLAND, ON
As an Insurance Broker at BIG, you will be responsible for assisting clients in finding and purchasing the best insurance policies to meet their individual needs. Your role will involve assessing client needs, researching the market, managing policies, and providing ongoing support and advice. You will act as an advocate for our clients, ensuring they receive the best possible coverage and service.
Event Planner
WELLAND, ON
The Event Planner will be responsible for leading the planning and coordination of a variety of internal and external events for a large insurance brokerage chain with 85 branch locations. This role involves overseeing all aspects of event logistics, including topic selection, event structure, and the integration of various event elements to ensure successful execution. The Event Planner will work collaboratively with internal teams and external vendors to deliver high-quality events that engage employees, partners, and stakeholders, while also supporting the company's charitable initiatives.
The Receptionist will manage front office operations, including welcoming visitors, answering calls, scheduling appointments, and handling general administrative tasks. This role requires strong organizational skills, attention to detail, and excellent customer service abilities. The ideal candidate will have office administration experience and the ability to multitask in a fast-paced environment. If you're looking to grow your career in the insurance industry, this is a great opportunity to join a dynamic and expanding team.
Life Learning & Development Specialist
WELLAND, ON, CANADA
The Learning & Development Specialist is accountable for the design, development, and delivery of training programs related to Life Insurance products, including their sales, servicing, and administration. This role involves facilitating both virtual and in-person training sessions with brokers and managing partners, while also providing mentorship and support during the onboarding process and throughout their tenure with the company. The specialist will play a crucial role in enhancing broker expertise, relationship management skills, and client service capabilities.
Life & Financial Advisor
WELLAND, ON, CANADA
The Life & Financial Advisor is an entrepreneurial, licensed insurance professional specializing in life insurance and personal financial products. This sales-focused role involves identifying and engaging individual, family, and corporate clients to assess their insurance needs and establish appropriate policies. The advisor will proactively seek new business opportunities while also supporting clients through policy renewals, changes, and ongoing service. This position aligns with our organizational values of integrity, innovation, and client care, fostering a dynamic approach to client relationships and business growth.
Group Benefits and Retirement Services Advisor
WELLAND, ON, CANADA
The Group Benefits and Retirement Service Advisor is a licensed insurance professional specializing in the sale and servicing of group health benefit plans and group retirement plans. This role involves identifying and working with corporate clients to assess their group insurance and retirement needs, setting up appropriate plans, and providing ongoing support. The broker will ensure client satisfaction through efficient policy management and adherence to our organizational values of integrity, innovation, and client care.
Sales Consultant
WELLAND, ON, CANADA
The Sales Consultant is responsible for supporting the sales activities of licensed Life Insurance brokers within the organization. This role focuses on developing strong, trusting relationships with brokers, enhancing their marketing strategies, lead generation, networking, and overall client relationship capabilities. Additionally, the Sales Consultant will work closely with brokers to deepen their knowledge of insurance products relevant to their specialization, ensuring a client-centered approach that emphasizes long-term relationship building.
Audit Specialist
WELLAND, ON
The Audit Specialist will report directly to the Audit and Compliance Manager and play a pivotal role in supporting the organization’s audit and compliance functions. This role focuses on conducting audits specific to insurance operations of the brokerage, ensuring adherence to underwriting guidelines, regulatory standards, and internal policies. The Audit Specialist will evaluate the effectiveness of operational controls, assess risk management strategies, and review compliance with various insurance market requirements. This position requires a strong understanding of underwriting practices, insurance policies, and familiarity with regulatory frameworks within the insurance industry.
Manager, Business Intelligence
WELLAND, ON, CANADA
The Manager, Business Intelligence is responsible for overseeing the development, implementation, and management of business intelligence strategies and solutions to drive informed decision-making across the organization. This role requires deep expertise in data analytics, data warehousing, and BI tools, including experience with the development of reporting solutions, dashboards, and key business metrics. The Manager will lead a growing team of BI analysts and developers, ensuring timely project delivery and maintaining an evolving BI capability that supports strategic and operational goals within the insurance brokerage environment.
Account Manager, Team Lead
WELLAND, ON
The Account Manager, Team Lead for the Personal Lines Department at Billyard Insurance Group is responsible for leading a medium-sized team of Account Managers, ensuring the highest standards of client service in auto, home, and travel insurance. This role emphasizes resolving client escalations, managing complex files, and providing guidance and support to team members, all while fostering a collaborative environment that aligns with our mission to establish a nationally recognized insurance brokerage brand.