Client Service Specialist, Group Benefits & Retirement Services

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

Job summary

Purves Redmond Limited, a Toronto-based, 100% employee-owned insurance advisory firm, is seeking a Client Service Specialist for Group Benefits & Retirement Services. You will support Consultants, manage client inquiries, coordinate renewals, and maintain strong client relationships.

Ideal candidates have 3–5 years in employee benefits, strong communication, and proficiency with CRM and MS Office. Bilingual English/French is an asset.

Qualifications

• 3–5 years of experience in employee benefits, insurance brokerage, or benefits administration.
• Knowledge of group benefits products and carrier processes.
• Strong client service and relationship management skills.
• Excellent organizational and communication abilities.
• Proficiency with Microsoft Office and CRM/benefits administration systems.
• CEBS, GBA, RPA, or LLQP certifications are assets.
• Bilingualism (English/French) is an asset.

Responsibilities

• Develop and execute the national strategic plan for the Private Client Insurance Practice.
• Drive profitable portfolio growth through new client acquisition, cross-selling, retention, and increased client penetration.
• Manage the financial performance of the practice, including budgeting, P&L, revenue forecasting, expense management, and profitability targets.
• Lead client and prospect meetings to identify opportunities and present the value proposition of the Private Client offering.
• Develop and execute sales strategies to increase wallet share within existing commercial client relationships.
• Act as a primary service contact for an assigned portfolio of group benefits clients.
• Respond to client inquiries regarding plan administration, eligibility, claims, billing, and coverage.
• Coordinate plan changes with carriers and vendors to resolve issues.

Skills

Client service

Relationship management

Organizational skills

Communication

Microsoft Office

Education

CEBS

GBA

RPA

LLQP

Tools

CRM systems

Benefits administration software

Job description

Client Service Specialist, Group Benefits & Retirement Services

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 Service Specialist will support the Group Benefits & Retirement Services Consultants in the day-to-day management of client benefit plans. They will serve as a primary point of contact for service-related inquiries, coordinating with insurance carriers, resolving complex plan administration issues, facilitating renewals and plan changes, and helping deliver an exceptional client experience while maintaining strong, long-term client relationships.

This is an existing vacancy.

Duties and Responsibilities

• Develop and execute the national strategic plan for the Private Client Insurance Practice, aligned with overall corporate growth objectives.
• Drive profitable portfolio growth through new client acquisition, cross-selling initiatives, retention strategies, and increased client penetration.
• Manage the financial performance of the practice, including annual budgeting, P&L management, revenue forecasting, expense management, and profitability targets.
• Build and maintain a strong pipeline of High-Net-Worth opportunities by partnering with Commercial Producers, Client Executives, and internal stakeholders.
• Lead client and prospect meetings, presentations, and strategic discussions to identify opportunities and demonstrate the value proposition of the Private Client offering.
• Develop and execute sales strategies to increase wallet share within existing commercial client relationships.
• Act as a primary service contact for an assigned portfolio of group benefits clients.
• Respond to client inquiries regarding plan administration, eligibility, claims, billing, and coverage.
• Liaise with insurance carriers and third-party vendors to resolve service issues and coordinate plan changes.
• Support Consultants with renewals, implementation of plan changes, and ongoing client initiatives.
• Prepare client reports, renewal documentation, and presentation materials.
• Coordinate employee enrolments, terminations, salary updates, and other plan administration activities.
• Monitor outstanding client requests to ensure timely resolution.
• Ensure all follow-up actions, client commitments, and service deliverables are completed accurately, promptly, and within established timelines.
• Provide backup support to the Pensions team, co-ordinating and directing member or client inquiries to the Carrier support team for handling.
• Identify opportunities to improve the client experience and support Consultants in expanding existing relationships.
• Maintain accurate client records and documentation within the CRM and benefits administration systems.

Requirements

• 3–5 years of experience in employee benefits, insurance brokerage, or benefits administration.
• Knowledge of group benefits products and carrier processes.
• Strong client service and relationship management skills.
• Excellent organizational and communication abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office and CRM/benefits administration systems.
• Certified Employee Benefit Specialist (CEBS), Group Benefits Associate (GBA), Retirement Plans Associate (RPA) or Life Licence (LLQP) are considered assets
• Bilingualism (English/French) is 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 $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.