We are looking for a highly dependable individual to fill the role of Personal Lines Processor in our firm’s boutique-style personal lines department.  This is a new, permanent, full-time position that is available immediately.

We are seeking a self-motivated personal insurance professional who takes initiative.  Diligence and organizational skills are imperative.  Applicants should consider themselves to be exceptionally detail-oriented and adaptable to a fast-paced and dynamic office environment.

The Personal Lines Processor role requires both individual and teamwork.  The successful candidate will be responsible for working closely with our Personal Lines Brokers to process and prepare personal insurance policies and related documentation and information.  The successful candidate will work under the leadership of our Personal Lines Manager, Scott Conrad.


What makes this opportunity to join our Personal Lines Team unique and rewarding?

 We put customer service first. Unlike many other brokerages, direct writers and agencies who put workflow efficiency above all else – by outsourcing, using robot-like scripts, pushing their customers to use online portals and timing phone calls – we have an entirely different approach. We encourage our team to do what it takes to provide the utmost best, personalized customer experience to our clients.

  • At Stanhope Simpson, you are not just an employee number; you are part of an extended family whose culture is as tight-knit as it gets – simply put, every member of our team has each other’s back.
  • Our team members are empowered to go above and beyond to support their colleagues and to service our clients.


Responsibilities will include, but are not limited to, the following:

  • Communicating effectively with our Personal Lines Brokers to help with new business, renewals, coverage changes, claims and other items
  • Contacting carriers and/or underwriters as requested
  • Diligently and carefully reviewing, processing and preparing insurance applications, quotations, policies and related documentation accurately, efficiently and professionally
  • Embracing new and emerging technologies to support operations and better serve our customers
  • Acting professionally and ethically in all aspects of work
  • Actively participating in training initiatives and keeping current on underwriting rules and workflow processes
  • Other support tasks related to the daily administration of a broad portfolio of personal insurance accounts including but not limited to being flexible and open to learn and adapt to change

Education/Experience Requirements for this Role:

  • Personal lines insurance industry experience is an absolute requirement
  • Insurance-related education and/or professional designations are considered assets
  • Proficient in utilizing desktop applications including MS Office (Excel, Word, Outlook) and Adobe Acrobat Reader
  • Experience with Applied TAM (The Agency Manager) considered an important asset


Why Join Our Company?

 We do not use hoteling nor hot desking; all members of our staff have a dedicated, individual workspace for their own use

  • Highly competitive compensation including bonuses paid twice per year
  • Optional work from home flexibility
  • Generous vacation and personal days program
  • RRSP contributions provided to all staff
  • We have a terrific employee perks program, including gym membership, Costco membership, early departure Fridays and various other employee benefits
  • We offer a fantastic corporate culture with great comradery and company spirit
  • A comprehensive group health and benefits plan
  • We financially support educational endeavors for our staff (subject to management approval)
  • A strong reputation in the community and an exciting future
  • A convenient, central location in Halifax with free parking


How to Apply:

Please email your cover letter and resume to Heather Peach, CFO, at hpeach@stanhopesimpson.com.  We thank all applicants; only those selected for an interview will be contacted.

Closing Date: November 20, 2020