Associate Client Executive, Mining & Energy

Purves Redmond Limited; Toronto; On-site; CAD 75,000 - 90,000; Full time

Job summary

Purves Redmond Limited, an independent insurance advisory firm established in Canada, is seeking an Associate Client Executive to support client strategy and day-to-day relationship management for assigned accounts. You will work with Client Executives, Brokers, and service teams to coordinate communications, renewals, and service delivery while developing advisory and portfolio management expertise.

The role is ideal for an insurance professional aiming to build strong client management skills

Qualifications

• Level II Insurance License is required.
• Minimum 5 years of industry experience.
• Strong communication and relationship-building skills.
• Demonstrated organizational and project coordination abilities.
• Working knowledge of commercial insurance products and client service practices.
• Proficient with insurance management software such as EPIC.
• CIP, CAIB, CRM, or equivalent designation considered an asset.

Responsibilities

• Support the management of client relationships and act as a key contact for assigned accounts.
• Participate in client meetings, renewal discussions, and strategic planning sessions.
• Assist in understanding client operations, exposures, and risk management objectives.
• Support issue resolution and timely follow-up on client requests.
• Assist in development and execution of account strategies aligned with client objectives.
• Support renewal planning and placement activities with Brokers and Client Executives.
• Contribute to coverage reviews and identify opportunities to improve client outcomes.
• Support retention and growth initiatives within assigned accounts.
• Assist with account reviews, reporting, and financial management activities.
• Monitor account activity and support revenue growth opportunities.
• Coordinate client communications and assist in proposals and renewal materials.

Skills

Level II Insurance License

5+ years experience

Strong communication

Relationship-building

Organizational skills

Project coordination

Commercial insurance knowledge

Education

CIP/CAIB/CRM (asset)

Tools

EPIC

Job description

Founded in 1959, Purves Redmond Limited has grown from a local Toronto brokerage into a nationally recognized, independent insurance advisory firm. Today, we are a 100% employee-owned organization with offices across Canada and partnerships that extend our reach globally.

We combine decades of experience with a forward-looking approach, delivering customized insurance, risk, and benefits solutions to clients across diverse industries. Our continued success is rooted in our commitment to integrity, collaboration, and service excellence.

Position Overview

The Associate Client Executive supports the overall client strategy and day-to-day relationship management for assigned accounts while developing advisory, portfolio management, and commercial insurance expertise. Working closely with Client Executives, Brokers, and internal service teams, the Associate Client Executive helps coordinate client communications, renewal activities, and service delivery to ensure client needs are met and account strategies are effectively executed.

This role is ideal for an insurance professional seeking to build strong client management skills and progress toward full portfolio ownership.

This is an existing vacancy.

Duties and Responsibilities

• Support the management of client relationships and serve as a key point of contact for assigned accounts.
• Participate in client meetings, renewal discussions, and strategic planning sessions.
• Assist in understanding client operations, exposures, and risk management objectives.
• Support issue resolution and ensure timely follow-up on client requests.
• Assist in the development and execution of account strategies aligned with client objectives.
• Support renewal planning and placement activities in partnership with Brokers and Client Executives.
• Contribute to coverage reviews and identify opportunities to improve client outcomes.
• Support retention and growth initiatives within assigned accounts.
• Assist with account reviews, reporting, and financial management activities.
• Monitor account activity and support revenue growth opportunities.
• Work closely with Brokers and internal service teams to ensure timely execution of account activities.
• Coordinate client communications and support the preparation of proposals, presentations, and renewal materials.
• Ensure information is shared accurately and efficiently across the account team.
• Maintain accurate client records and documentation.

Requirements

• Level II Insurance License required.
• Minimum 5 years of industry experience.
• Strong communication and relationship-building skills.
• Demonstrated organizational and project coordination abilities.
• Working knowledge of commercial insurance products and client service practices.
• Proficient with insurance management software such as EPIC.
• CIP, CAIB, CRM, or equivalent professional designation considered an asset.

Why Apply

At Purves Redmond Limited, you’ll work in an environment grounded in integrity, professionalism, and service excellence. We put clients first, support one another, and uphold high standards in everything we do.

Ownership, accountability, and collaboration are embedded in our culture, giving you the opportunity to take initiative, build meaningful client relationships, and contribute to long-term success. If you value continuous improvement and bringing thoughtful perspectives to your work, you’ll feel aligned with how we operate.

Compensation

Purves Redmond Limited is committed to fair and transparent compensation practices. The base salary range for this role is $75,000–$90,000. This range reflects the expected hiring range for the position and may vary based on factors such as experience, skills, qualifications, and overall fit. Additional compensation, where applicable, may include performance-based incentives, commissions, or bonuses.

At PRL we are an equal employment opportunity employer based on job-related skills and experience. If you require any accommodation during the hiring process or upon hire, please inform Human Resources and we will provide suitable accommodation that takes into account the applicant’s accessibility.