Commercial Insurance Administrator​/Associate

Prepare insurance documentation for client delivery.
Commercial Insurance Associate  Insurance Operations & Client Service Specialist   100% Remote | RIBO Licensed  |  Anywhere in Canada
Looking for More Than a Traditional Insurance Administration Role?  Many insurance administration roles are built around repetitive processing, outdated systems, disconnected technology, and limited opportunities for growth.
ALIGNED Insurance is different.
We are looking for a highly organized, detail-oriented Commercial Insurance Associate who thrives in a fast-paced environment, embraces technology and AI, enjoys helping others, and takes pride in keeping work moving efficiently and accurately.
This is an opportunity to join a modern, independent Canadian insurance brokerage where technology, automation, AI, ownership, accountability, and client experience are central to how we operate.
You will work alongside Commercial Insurance Advocates, Associates, Underwriters, Finance, and Leadership teams to help deliver exceptional service experiences while ensuring operational excellence behind the scenes.
Why Join ALIGNED?  Work From Home Indefinitely  ALIGNED was designed from day one to support remote work. Our systems, workflows, technology stack, communication tools, and processes are built for distributed teams.
Work from wherever you perform best within Canada while remaining connected through Microsoft Teams, collaborative workflows, ongoing training, and regular team events.
Become an Owner  Every colleague participates in ownership because we believe people who help create value should share in the long-term success of the organization.
Ownership drives accountability, collaboration, and long-term thinking.
Work at a Modern, AI-Forward Brokerage  ALIGNED continuously invests in:
Applied Epic
Microsoft 365
Microsoft Copilot
Share Point
Salesforce
Power Automate
AI-assisted workflows
Enterprise search and knowledge systems
Automation and process improvement tools
We are not adopting technology for the sake of technology.
We use it to:
Reduce repetitive work
Increase consistency
Improve service delivery
Eliminate rework
Surface information faster
Improve communication
Help our people focus on higher-value activities
The ideal candidate is excited about innovation and is comfortable learning new systems and helping improve workflows.
Merit-Based Growth  Outstanding performance is recognized.
Associates who demonstrate strong technical skills, leadership, client service excellence, and operational expertise will have opportunities to expand their responsibilities and grow within the business.
What You'll Do  As a Commercial Insurance Associate, you will play a critical role in supporting ALIGNED's clients, advocates, insurers, and operations team.
Client & Policy Administration   Create and maintain accurate client records in Applied Epic.
Process policy changes, endorsements, cancellations, reinstatements, and renewals.
Review policy documentation for accuracy and completeness.
Prepare insurance documentation for client delivery.
Issue Certificates of Insurance and liability slips.
Assist with financing applications and supporting documentation.
Prepare insurer and client correspondence.
Track outstanding documentation and follow-up requirements.
Shared Inbox & Workflow Management   Actively manage high-volume shared inboxes, including:
associates@
documents@
certificates@
other operational mailboxes as assigned
Triage incoming requests and route work appropriately.
Identify urgent client, insurer, or advocate requests and prioritize accordingly.
Monitor service standards and ensure requests do not become overdue.
Maintain workflow discipline and ensure activities move forward without unnecessary delays.
Applied Epic Management   Create, update,…