Client Service Pro: Insurance & Broking Ops

Purves Redmond Limited; Canada; Remote; CAD 60,000 - 80,000; Full time

Job summary

A Canadian insurance brokerage firm seeks a Client Service Representative to support clients by managing documentation and inquiries. The ideal candidate will have previous administrative or insurance brokerage experience and be proficient with Microsoft Office. Responsibilities include issuing documents, maintaining client records, and fostering client relationships. Join us to contribute to a collaborative environment focused on delivering high-quality service.

Qualifications

• Previous experience in an administrative role or insurance brokerage.
• Knowledge of Applied EPIC and CSR24 are considered an advantage.
• Insurance licensed.
• Proficiency with Microsoft Office tools.
• Strong attention to detail and ability to manage competing priorities.
• Effective written and verbal communication skills.
• Collaborative team player with a proactive approach to learning.
• Commitment to delivering excellent client service.

Responsibilities

• Issue client documentation accurately and on time.
• Respond promptly and professionally to client inquiries.
• Upload and maintain client records in the management system.
• Support data entry and policy updates for accuracy.
• Foster positive client relationships through proactive communication.
• Provide administrative support across business units.

Skills

Attention to detail

Organizational skills

Effective communication

Team player

Education

Insurance license

Experience in administrative role or insurance brokerage

Tools

Applied EPIC

Microsoft Office

Job description

A Canadian insurance brokerage firm seeks a Client Service Representative to support clients by managing documentation and inquiries. The ideal candidate will have previous administrative or insurance brokerage experience and be proficient with Microsoft Office. Responsibilities include issuing documents, maintaining client records, and fostering client relationships. Join us to contribute to a collaborative environment focused on delivering high-quality service.