Client Service Representative, Broking Operations

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

Client Service Representative, Broking Operations

Purves Redmond Limited (PRL) is a Canadian, employee-owned insurance brokerage firm with over 65 years of experience. With offices in Toronto, Vancouver, Calgary, Saskatoon and Montreal, we specialize in insurance brokerage, risk management advisory, and employee benefits consulting. PRL is committed to delivering high-quality service, integrity, and innovative solutions to businesses across Canada.

Role

The Client Service Representative supports clients and internal teams by managing documentation, responding to inquiries, and maintaining accurate records. This role works closely with multiple business units to ensure efficient operations and a high standard of client service.

Key Accountabilities

• Issue client documentation accurately and on time, including certificates of insurance, Auto ID cards, policy documents, and applications
• Respond promptly and professionally to client inquiries, delivering consistent, high-quality service
• Upload and maintain client records (policies, correspondence, emails, etc.) in the insurance management system (EPIC) and shared drives
• Support data entry and policy updates to ensure accuracy and compliance with company standards and industry regulations
• Foster positive client relationships through proactive communication and follow-ups
• Provide administrative and documentation support across business units as needed

Requirements

• 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, organizational skills and ability to manage competing priorities and deadlines
• Effective written and verbal communication skills, in both languages
• Collaborative team player with a proactive approach to learning and improvement
• Commitment to delivering excellent client service

Apply Today

At Purves Redmond Limited, we value integrity, expertise, and a client-first mindset. As a truly independent, 100% employee-owned Canadian firm, we offer a collaborative environment where your contributions matter. If you are ready to grow your career with us, please submit your application using the form provided.