Generalist

Stalwart Insurance Brokers Ltd. (Stalwart) is a growing national life insurance brokerage and financial services provider with a focus on high-complexity client and business situations. Stalwart values excellence and entrepreneurial thinking, and requires staff with the capacity to solve complex, novel problems.

About the role

We are looking for a Generalist to support senior staff, performing a broad range of operational and administrative functions to enhance our service delivery and operational efficiency. Additionally, you will support our larger admin team with general support to business activities.

Responsibilities

• Assisting staff and managers in the daily operations and strategic initiatives across all departments
• Assisting the executive team in planning and executing operational and strategic initiatives
• Managing operational data, tracking KPIs, and providing insights to guide strategic decisions
• Streamlining operations by supporting and improving business processes to enhance efficiency and scalability across departments
• Identifying and implementing process enhancements, automation opportunities, and best practices
• Liaising with internal teams and external stakeholders to facilitate smooth operations and resolve issues
• Tracking and reporting on key performance metrics to support decision-making
• Supporting compliance and risk requirements within the organization

Requirements

• One to three (1-3) years of experience in operations or administrative support, preferably within the life insurance, banking, legal support, or the financial industry
• Strong organizational and time management skills with the ability to prioritize tasks effectively
• Excellent verbal and written communication skills to engage with clients and team members
• High attention to detail and accuracy in managing documentation and processes
• Professional demeanor with a strong client-centric focus
• A proactive self-starter with problem-solving abilities and a willingness to learn quickly

Nice to Haves

• Previous experience in a support role within the life insurance or financial services sector
• Familiarity with life insurance products and regulatory requirements
• Experience working in a legal setting, such as a law office
• Proficiency in project management software and tools
• Experience with data analysis and reporting
• Experience working in a startup environment
• Bachelor's degree in business administration, finance, or a related field

Pay

$60,000 - $75,000 USD per year, commensurate with experience, plus bonus.

Schedule

• Permanent, full-time, in-person
• 40 hours per week, with occasional overtime required
• Work Location: Seattle, WA
• Start Date: Immediate

Candidates must be currently authorized to work in Canada.