Client Billing & Operations Specialist

Purves Redmond Limited; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

Purves Redmond Limited, an independent insurance advisory firm founded in 1959, seeks a Client Billing & Operations Specialist to support the Commercial Risk Solutions team with billing, collections, and policy administration throughout the client lifecycle.

This role requires insurance knowledge, a detail-oriented mindset, and proactive issue resolution while coordinating with insurers, internal teams and clients to ensure accurate records and timely payments.

Qualifications

• 5+ years invoicing, billing or collections experience.
• Education in accounting, finance or business administration.
• Highly organized with strong attention to detail and follow-through.
• Proficiency with accounting and brokerage management systems and MS Office.

Responsibilities

• Prepare, validate, and issue client invoices per policy documents and standards.
• Confirm premiums, fees, taxes, endorsements, and policy changes before billing.
• Monitor accounts receivable, follow up on collections, document activity.
• Reconcile statements and resolve discrepancies with insurers and partners.
• Maintain accurate billing records and audit trails in systems.
• Provide visibility on outstanding items to account leads and management.
• Support policy servicing activities including renewals and mid-term changes.
• Identify data/document inconsistencies and coordinate resolutions.
• Act as central contact for operational questions from teams, insurers, and clients.
• Recommend workflow improvements and system enhancements.
• Ensure compliance with internal standards and regulatory requirements.

Skills

Invoicing

Billing

Collections

Education

Accounting/Finance background

Tools

Microsoft Office

Brokerage management systems

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 Client Billing & Operations Specialist supports the Commercial Risk Solutions team by overseeing the accurate and timely billing and collections processes, policy administration activities, and ensuring strong operational execution across the client lifecycle. Leveraging insurance knowledge and brokerage experience, this role provides technical support, resolves issues proactively, and acts as a central coordination point between insurers, internal teams and clients.

This is an existing vacancy.

Duties and Responsibilities

• Prepare, validate, and issue client invoices in accordance with policy documents, binding instructions, and internal standards
• Confirm premiums, fees, taxes, endorsements, adjustments, and policy changes prior to billing
• Monitor accounts receivable, conduct follow-ups, and document collection activity to support timely payment
• Reconcile statements and identify discrepancies, working collaboratively with insurers and internal partners to resolve issues
• Maintain clean and accurate billing records within the brokerage management system, ensuring proper audit trails and documentation
• Provide visibility on outstanding items and status updates to account leads and management
• Support policy servicing activities, including new business, renewals, mid-term changes, and related administrative steps
• Apply technical insurance knowledge to identify data or document inconsistencies and work with key stakeholders to resolve them
• Act as a central point of contact for operational questions from account teams, insurers, finance partners, and clients
• Enhance operational workflows by recommending improvements, standardizing processes, and supporting new procedures or system enhancements
• Ensure compliance with internal standards, regulatory requirements, and documentation accuracy
• Prepare operational and performance reporting as required to support visibility, analysis, and decision-making

Requirements

• 5+ years of experience in invoicing, billing or collections
• Education or demonstrated experience in accounting, finance or business administration
• Highly organized with strong attention to detail, accuracy, and follow-through
• Strong communication skills with the ability to work effectively with clients, internal colleagues, and insurer partners
• Proficiency in Microsoft Office tools
• Proficiency with accounting and brokerage management systems
• Able to manage multiple priorities in a fast-paced environment while maintaining service quality

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 $70,000–$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.