Insurance & Operations Administrator
Pay: CA$43,000–CA$55,000 per year, depending on experience and qualifications
Job Type: Full-time
Work Location: In person – Athens, Ontario
About Us
Kelsey’s Insurance Brokers Inc. is a well-established, family-owned Property, Casualty and Life insurance brokerage located in Athens, Ontario, serving our community since 1968.
We take a thorough, consultative approach to insurance. Rather than focusing on transactional sales volume, our licensed brokers take the time to understand our clients’ needs, explain their options and provide thoughtful insurance advice.
We believe exceptional client service also requires strong operations behind our brokers and that is where this position plays an important role.
The Opportunity
We are looking for an Insurance & Operations Administrator. This is an unlicensed administrative and operations position within our insurance brokerage. This is not an insurance broker or sales role, and an insurance licence is not required.
This is an important position within our office. We believe our licensed brokers should be able to focus their time and expertise on the work that requires a broker: understanding clients’ needs, analyzing insurance coverage, providing advice and having meaningful client conversations.
The Insurance & Operations Administrator makes that possible by taking ownership of much of the work surrounding those activities. The position combines insurance administration and processing, quote and written presentation preparation, billing, accounts receivable and payable, bookkeeping, and general office operations.
Rather than functioning simply as an assistant who completes tasks as they’re assigned, our goal is for this person to become highly knowledgeable about our processes and take increasing ownership of the administrative workflows that keep client files and our office moving efficiently.
For someone who is highly organized, accurate, comfortable with numbers and detailed information, and takes pride in producing thorough work, this position offers an opportunity to develop into a highly trusted and valuable member of our team.
What You’ll Do
As your knowledge develops, you’ll take increasing ownership of the administrative and operational workflows that support our brokers and clients, including:
- Prepare broker-ready new business and quote files in consultation with a licensed broker by entering information, gathering required documentation, preparing and obtaining quotations based on broker direction, organizing quote results, and preparing information for broker review.
- Prepare written client presentations based on broker direction using our established processes and templates, organizing quotation and coverage information into complete and professional materials for broker review and approval before presentation to the client
- Process policy changes and insurance transactions by completing broker-authorized endorsements and other transactions with insurance companies and following them through to completion.
- Maintain accurate client and policy records through our Broker Management System, insurer portals, data entry and electronic document management.
- Own administrative follow-up by tracking outstanding documents, signatures, insurer responses and other required items to keep work moving toward completion.
- Manage billing and accounts receivable administration by recording billing transactions, tracking outstanding client balances and following established procedures.
- Handle accounts payable and bookkeeping duties, including recording transactions, maintaining financial records and assisting with reconciliations as your training and responsibilities develop.
- Prepare client correspondence and documentation using established templates and procedures, while supporting incoming client communications and general office operations.
- Contribute to process improvement by identifying opportunities to make our administrative workflows more organized, accurate and efficient as your understanding of our operation develops.
- Adapt to evolving responsibilities and processes in an industry where insurer requirements, technology and procedures regularly change.
Insurance advice, coverage recommendations and other activities requiring an insurance licence remain the responsibility of our licensed brokers.
Who We’re Looking For
Experience is valuable, but how you approach your work is equally important to us.
The successful candidate will:
- Have exceptional attention to detail and accuracy.
- Be highly organized and able to keep track of multiple ongoing tasks and priorities.
- Be comfortable working with numbers, financial information and detailed documentation.
- Take ownership of responsibilities and follow outstanding work through to completion.
- Have strong reading comprehension and the ability to consistently apply detailed instructions and procedures.
- Learn new software, systems and processes quickly.
- Be proficient with Microsoft Word and Excel and have strong computer and data-entry skills.
- Recognize when something doesn’t make sense and seek clarification rather than making assumptions.
- Work independently with minimal supervision once properly trained.
- Be dependable, conscientious and take pride in producing thorough, high-quality work.
- Communicate professionally and work well as part of a small, collaborative team.
Experience & Qualifications
You do not need previous insurance experience to apply. We are willing to teach the insurance side of the position to the right person.
Experience in insurance administration, bookkeeping, accounting administration, accounts receivable/payable, banking, financial services, legal administration or another detail-oriented professional office environment would provide a strong foundation for this role.
Experience with QuickBooks, bookkeeping, insurance systems or financial administration would be considered an asset.
Post-secondary education in Business Administration, Accounting, Office Administration or a related field would also be an asset, but relevant experience, aptitude and demonstrated ability are more important to us than a particular credential.
A Career in Operations
You do not need to become an insurance broker or move into sales to grow your career with us.
We are looking for someone who can find professional satisfaction in becoming highly knowledgeable and capable on the operational side of our business.
As your knowledge and capabilities develop, the position can grow with you through greater independence, more sophisticated responsibilities, increased involvement in how our office operates and increased compensation.
For the right person, this has the potential to develop into a highly trusted position within our brokerage.
Compensation
CA$43,000–CA$55,000 per year, depending on experience and qualifications.
We are open to a highly capable administrative professional whom we can teach the insurance side of the position, as well as an experienced insurance, bookkeeping or financial-administration professional who can assume greater responsibility sooner.
Starting salary will reflect the experience, qualifications and capabilities you bring to the role.
How to Apply
If this opportunity sounds like a good fit for your skills and the type of work you enjoy, we’d like to hear from you.
Please send your resume and cover letter to [email protected] and include “Administrative Assistant” in the subject line.
In your cover letter, we would particularly like to hear what appealed to you about this position and why you believe the way you approach your work would make you successful in the role.
Applications will be accepted until September 4, 2026 at 5:00 p.m. EST.
We thank all applicants for their interest; however, only those selected for an interview will be contacted.
Job Type: Full-time
Work Location: In person – Athens, Ontario
Job Type: Full-time
Pay: $43,000.00-$55,000.00 per year
Work Location: In person
