Broker Support Coordinator, Construction at Purves Redmond

Job Description

Purves Redmond Limited (PRL) is a Canadian, employee-owned insurance brokerage firm with over 65 years of experience. With offices in Toronto, Vancouver, Calgary, Saskatoon and Montreal, we specialize in insurance brokerage, risk management advisory, and employee benefits consulting. PRL is committed to delivering high-quality service, integrity, and innovative solutions to businesses across Canada.

Role

The Broker Support Coordinator, Construction provides administrative and processing support to the broking team in servicing clients across a range of construction and project industry products. This role supports invoicing, file management, policy documentation, insurer follow-ups, and day-to-day servicing tasks. It offers exposure to the full broking cycle and contributes to efficient service delivery within a collaborative team environment.

Key Accountabilities

• Assist brokers in preparing documentation for new business, renewals, and endorsements
• Review insurer-issued policies and endorsements for accuracy and completeness
• Prepare invoices and billing documentation; liaise with finance on payment tracking or corrections.
• Upload, maintain, and organize policy documents and correspondence in the broker management system (e.g., EPIC)
• Seek premium finance quotes (when applicable)
• Update benchmarking spreadsheet for project placements
• Support leadership and Accounting as needed with Third Party Broker payable and Accounts Receivable ad hoc projects
• Monitor task queues, documentation workflows, and email inboxes to support service delivery timelines
• Support brokers with reporting needs, checklists, and policy summaries for key accounts
• Maintain internal records in accordance with company and regulatory standards
• Participate in department meetings and contribute to process improvements as needed

Requirements

• 1–2 years of experience in insurance support, client service, or brokerage operations (personal or commercial lines)
• Familiarity with insurance documents such as binders, endorsements, and invoices
• Strong organizational skills with keen attention to detail and data accuracy
• Comfortable using insurance systems such as EPIC or insurer portals (training provided)
• Proficient in Microsoft Office Tools
• Excellent verbal and written communication skills
• Demonstrated ability to manage multiple priorities and meet deadlines