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Added 1 min ago
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Business Development Manager
BMO
Vancouver, BC · WGA
- Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 1 min ago
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Mortgage Specialist
BMO
Duncan, BC · Nanaimo, BC
- Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 1 min ago
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Manager, Margin Lending
BMO
Toronto, ON · FCP
- Full-time
Contributes to a strong risk management culture through collaboration with other first line employees, and second- & third-line functions to ensure operational risks are identified,…
Added 1 min ago
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Associate Director, Investment Platform (Contract)
BMO
Toronto, ON · FCP
- Full-time
Ensures projects comply with established governance frameworks, risk management standards, regulatory requirements, and internal policies.
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B
Mortgage Specialist
BMO
BC
- Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
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B
Mortgage Specialist
BMO
Surrey, BC
- Full-time
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B
Mortgage Specialist
BMO
North Vancouver, BC
- Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
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B
Mortgage Specialist
BMO
Kelowna, BC
- Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 1 min ago
B
Mortgage Specialist
BMO
Penticton, BC
- Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 1 min ago
B
Mortgage Specialist
BMO
New Westminster, BC
- Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
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Mortgage Specialist
BMO
Vancouver, BC
- Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 1 min ago
B
Mortgage Specialist
BMO
Maple Ridge, BC
- Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 1 min ago
B
Mortgage Specialist
BMO
Burnaby, BC
- Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 1 min ago
B
Mortgage Specialist
BMO
Burnaby, BC
- Full-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 16 mins ago
M
Default Management Supervisor
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Halifax, NS · Kitchener, ON · Toronto, ON · Waterloo, ON
- Full-time
Review escalated arrangements, risk mitigation recommendations, and account strategies to ensure appropriate decision-making and escalate to the Manager, Default Management as required.
Added 16 mins ago
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Manager, Investment Reporting
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Business Transformation Project Manager
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The Project Manager, Business Transformation supports the delivery of enterprise business transformation initiatives within the Business Transformation team’s Enterprise Project Management…
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Senior Manager, Risk Management & Compliance
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Halifax, NS · Toronto, ON
- Full-time
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WC
(CAN) Manager, Specialty Compliance and Ethics - IF– Level II Testing & Monitoring
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Mississauga, ON
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Added 2 hours ago
QP
Manager, AI Delivery
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Area Manager, Self-Storage
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Vancouver, BC
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QuadReal Self Storage Management is proudly owned and operated by QuadReal Property Group, a global real estate investment, development and operating company headquartered in Vancouver,…
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Senior Project Manager IT - SaaS
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Montreal, QC · Quebec, QC · HYBRID - Montreal, Canada
- Full-time
Role: The Senior Project Manager IT - SaaS reports to the AVP, Product Management and works closely with multiple product team and 3 other AVP. The incumbent will ensure that the projects…
Added 2 hours ago
B
Associate Director, Investment Platform (Contract)
BMO
Toronto, ON
- Full-time
Ensures projects comply with established governance frameworks, risk management standards, regulatory requirements, and internal policies.
Added 2 hours ago
A
HSE Coordinator
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Winnipeg, MB · CAN - MB - Winnipeg (Niakwa Road East)
- Full-time
When you join us, you’ll be part of a global team harnessing the power of scientific testing and data-driven insights to build a healthier future.

Lockton

Technical Assistant, Global Risk Solutions

Vancouver, BC, Canada

$70,000 to $100,000 CAD / year · Full-time

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Job details

Pay: $70,000 to $100,000 CAD / year
Job type: Full-time
Apply by: Oct 31, 2026
Experience: 5+ years of experience in commercial insurance, ideally within an insurance brokerage.
Posting language: English
Posted: Oct 1, 2026

Original job description

Position Summary

The Technical Assistant, Global Risk Solutions provides technical, administrative and transactional support to Account Managers, Brokers and Client Executives in the servicing and placement of complex commercial insurance programs.

The role is responsible for maintaining accurate client and policy information, preparing insurance documentation, supporting submissions and renewals, processing policy transactions, coordinating with insurers and internal teams, and helping ensure client deliverables are completed accurately and on time.

Key Responsibilities

1. Account & Broker Support

Provide day-to-day technical and administrative support to Account Managers, Account Executives, and Brokers.
Assist the client service team throughout the annual renewal cycle.
Maintain accurate client, exposure, policy and insurer information within brokerage management systems.
Coordinate information and documentation required by brokers for marketing and placement.
Track outstanding items and follow up with insurers and internal stakeholders.
Assist with new business, renewal and mid-term policy transactions.
Respond to routine internal and external inquiries, escalating complex coverage or servicing issues to the appropriate team member.

2. Renewal & Market Submission Support

Assist in gathering exposure information, loss information and other documentation required for renewals.
Prepare and format insurer submissions for review by the Broker or Account Manager.
Maintain submission and marketing documentation.
Assist in tracking insurer responses, outstanding questions and quotation status.
Update exposure schedules and insurance program information.
Prepare comparison documents, summaries and reports as directed by the broking team.
Ensure information provided to insurers is complete, consistent and appropriately documented.

3. Policy & Insurance Documentation

This would be a major component of the Technical Assistant role.

Review incoming policies, endorsements and other insurer documentation for completeness and accuracy.
Compare policy documentation against binders, quotations and agreed placement terms.
Identify discrepancies and refer them to the Account Manager or Broker for resolution.
Prepare or coordinate:
Binders
Evidence of insurance
Certificates of Insurance
Policy summaries
Endorsement requests
Invoices
Schedules
Renewal documentation
Maintain organized electronic client and policy records.
Ensure final documentation is accurate before issuance to clients.

4. Premium & Transaction Processing

Assist with premium processing and invoicing.
Review premium calculations and allocations for accuracy.
Process policy changes, endorsements and related transactions.
Coordinate with accounting teams on outstanding premium or invoicing matters.
Help resolve discrepancies involving premium, insurer documentation or account information.
Maintain records of premiums, commissions, fees and taxes as required.
Support reconciliation and credit-control activities.

Qualifications

Required

5+ years of experience in commercial insurance, ideally within an insurance brokerage.
Understanding of commercial insurance terminology and policy documentation.
Strong attention to detail and commitment to accuracy.
Strong organizational and time-management skills.
Ability to manage multiple priorities and deadlines.
Strong written and verbal communication skills.
Ability to work effectively within a collaborative client service environment.
Proficiency with Microsoft Office, particularly Excel, Outlook and Word.
Ability to learn and work effectively with brokerage management and document-management systems.

Preferred

Experience supporting large commercial, national or multinational accounts.
Experience with commercial Property and Casualty insurance.
Experience preparing or processing certificates, endorsements, policies and insurance binders.
Exposure to global/multinational insurance programs.
Familiarity with premium allocation and international policy coordination.
Previous experience with an insurance brokerage, insurer or commercial underwriting operation.
CIP coursework or designation considered an asset.
Appropriate Canadian provincial licensing, or willingness to obtain it, depending on the responsibilities of the position.
French-English bilingualism could be an asset for a national Canadian role.

Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel.

This job posting is an advertisement for an existing vacancy.

Lockton Companies is an equal opportunity employer.

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More about this job

Responsibilities

Provide technical, administrative, and transactional support to brokers and account teams for complex commercial insurance programs, including renewals, submissions, and policy transactions. Review and prepare insurance documentation, maintain accurate client and policy records, coordinate with insurers and internal teams, and support premium processing and reconciliation.

Requirements

Requires at least five years of commercial insurance experience, ideally in a brokerage, along with knowledge of commercial insurance terminology and policy documentation. Candidates should have strong attention to detail, organizational and communication skills, proficiency with Microsoft Office, and the ability to manage multiple priorities; commercial Property and Casualty, multinational account, licensing, or CIP experience is an asset.

Skills

Commercial Insurance
Policy Documentation
Renewal Support
Insurance Submissions
Policy Transaction Processing
Premium Processing
Certificate Preparation
Endorsement Processing
Client and Policy Record Management
Attention to Detail
Organization and Time Management
Written and Verbal Communication
Microsoft Excel
Microsoft Outlook
Microsoft Word
Brokerage Management Systems

Visa sponsorship

Not detected in the job text

Keywords

Commercial Insurance
Insurance Brokerage
Global Risk Solutions
Property and Casualty
Commercial Insurance Programs
Renewals
Market Submissions
Exposure Information
Loss Information
Policy Documentation
Binders
Certificates of Insurance
Endorsements
Policy Summaries
Premium Processing
Premium Allocation
Invoicing
Commissions
Fees and Taxes
Credit Control
Multinational Insurance Programs
International Policy Coordination
Brokerage Management Systems
Document Management Systems
Microsoft Excel
Microsoft Outlook
Microsoft Word
CIP
Canadian Provincial Licensing

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