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Insurance Agent Assistant Jobs in Caledon, ON (NOW HIRING)

Damage Insurance Agent (Auto & Home) - Take the Lead with Us Location: Province of Quebec (all ... Someone from our team will be happy to assist you with your needs.

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... insurance agent ready for a supportive team, AO Globe Life welcomes individuals from all ... Understand each client's needs and provide appropriate solutions * Assist eligible clients with the ...

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P&C Insurance Broker

Markham, ON · Remote

CA$45K - CA$100K/yr

... to better assist you. Why Verdant? We offer more than just "Peace of Mind" * Humility ... We prioritize your insurance needs from explaining insurance coverage and making policy changes, to ...

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Insurance Agent Assistant information

What are the key skills and qualifications needed to thrive as an insurance agent assistant?

To thrive as an Insurance Agent Assistant, you need strong organizational skills, attention to detail, and a basic understanding of insurance products, often supported by a high school diploma or relevant experience. Familiarity with insurance management software, CRM systems, and office productivity tools is typically required. Excellent communication, customer service, and multitasking abilities help you support agents and interact effectively with clients. These skills ensure smooth office operations, accurate policy management, and high-quality customer support in a fast-paced insurance environment.

What are the typical daily tasks and responsibilities of an insurance agent assistant?

As an Insurance Agent Assistant, your daily responsibilities usually include handling client inquiries, processing insurance applications and renewals, preparing policy documents, and maintaining accurate client records. You may also assist agents with scheduling appointments, gathering required documentation, and following up with clients to ensure smooth communication. This role often requires strong organizational skills and the ability to multitask in a fast-paced office environment, as you'll be supporting both agents and clients throughout the insurance process.

What does an insurance agent assistant do?

An Insurance Agent Assistant supports insurance agents by handling administrative tasks, communicating with clients, processing paperwork, and assisting with policy applications or renewals. They often answer phone calls, schedule appointments, and maintain records to ensure efficient office operations. Additionally, they may help explain basic insurance products and gather necessary information from clients, playing a key role in customer service and office organization. Their work allows insurance agents to focus on selling policies and meeting clients’ needs.

What is the difference between Insurance Agent Assistant vs Insurance Broker?

AspectInsurance Agent AssistantInsurance Broker
CredentialsTypically no licensing required, but some knowledge of insurance preferredLicensed to sell insurance products in specific states
Work EnvironmentOffice setting, supporting insurance agentsIndependent or agency-based, advising clients directly
Employer & Industry UsageInsurance agencies, carriers, or brokeragesIndependent brokers or agencies representing multiple insurers
Common Search & ComparisonSupport role assisting agentsClient-facing role selling insurance policies

Insurance Agent Assistants primarily support licensed insurance agents with administrative tasks, while Insurance Brokers actively sell insurance policies and advise clients. The main difference lies in licensing requirements and client interaction, with agents focusing on support and brokers on direct sales and consultation.

What cities near Caledon, ON are hiring for Insurance Agent Assistant jobs? Cities near Caledon, ON with the most Insurance Agent Assistant job openings:

Damage Insurance Agent

HollisWealth

Toronto, ON • Hybrid

CA$52K/yr

Full-time

Retirement, PTO

Posted 23 days ago


Job description

Job Description

Damage Insurance Agent (Auto & Home) - Take the Lead with Us


Location: Province of Quebec (all regions)

Do you want to put your talent to work for an employer that prioritizes its clients as much as its employees? As a Damage Insurance Agent (Auto & Home) for individuals, you will help our clients better understand and secure the best possible coverage and services for their needs.


Upcoming Training Cohorts (see additional details below)

  • Without a license: October 19, 2026
  • With a license (Autorite des marches financiers (AMF) - Damage Insurance): December 14, 2026

What You Will Accomplish Daily

As a Damage Insurance Agent, you are the first point of contact for our clients. Your role is to:

  • Build personalized relationships with clients and create a climate of trust that supports the sale of auto and home insurance policies
  • Follow the company's underwriting policies
  • Use your skills to help increase client retention
  • Provide high-quality advisory service focused on clients' real needs
  • Collaborate with colleagues in a dynamic and motivating environment

Why You'll Enjoy Working With Us

  • Starting salary: from $52,295/year
  • Hybrid work model
  • Comprehensive group insurance plan, including dental, telemedicine access, and a wellness account
  • Defined benefit pension plan
  • Employee and family assistance program
  • Exclusive discounts on iA products (auto, home insurance, and more)
  • Highly competitive vacation and paid leave program (vacation + wellness days)
  • Modern and ergonomic work equipment
  • An inclusive workplace where everyone matters!

As a learning organization, iA invests in the continuous development of its agents by promoting learning, knowledge sharing, and adaptation to the evolving insurance industry.

Don't have your AMF license yet? Take advantage of an 8-week paid training program to prepare for the exams!


What Could Accelerate Your Success in This Role

We are looking for someone who:

  • Enjoys helping people and easily builds trust
  • Communicates clearly, with empathy and professionalism
  • Demonstrates strong organizational skills, attention to detail, and stress management
  • Is adaptable and eager to learn
  • Has an interest in sales
  • Has an advanced level of proficiency in the French language, as the individual will be required to communicate verbally and in writing with French-speaking clients and colleagues across Canada on a regular basis
  • Enjoys teamwork

Minimum Education Requirements

  • High school diploma with 3 years of work experience
    OR
  • College diploma (or higher)
    OR
  • Recognition of a diploma obtained outside Quebec (MIFI or WES)

Apply now and take the lead in your career. Still hesitating to take the lead with us?


At iA, we believe in potential and value diverse experiences. If this role inspires you, go for it-your place might be with us, and we want to get to know you!


Want to learn more? Become a Damage Insurance Agent | iA Financial Group

Location(s)Quebec / 1080, Grande Allee WestOther Possible Location(s)Montreal / 1981 McGill College AvenueVancouver / 988 Broadway WestToronto / 26 Wellington Street East
CompanyIndustrial Alliance, Auto and Home Insurance Inc.Posting End Date2026-10-19Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we're a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it's by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we're invested in you.

* iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privee de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rheaume et associes, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.