Client Services Representative

Purves Redmond Limited; Toronto; On-site; CAD 50,000 - 60,000; Full time

Job summary

Purves Redmond Limited, an independent insurance advisory firm, seeks a Client Service Representative to provide administrative and client service support across multiple business units in Toronto. You will help ensure documentation, records, and day-to-day service activities are accurate and efficiently managed.

The role emphasizes professional communication, proactive follow-up, and building strong client relationships while contributing to continuous improvement and adherence to industry

Qualifications

• Experience in administrative, client service, or insurance brokerage environment is an asset.
• Knowledge of Applied EPIC and CSR24 is considered an asset.
• Proficiency with Microsoft Office applications (Outlook, Word, Excel, Teams).
• Strong attention to detail and organizational skills.
• Effective written and verbal communication skills.
• Strong interpersonal skills with a collaborative, team-oriented approach.
• Proactive and adaptable, with a willingness to learn and contribute to continuous improvement.

Responsibilities

• Prepare and issue client documentation accurately and on time, including certificates of insurance, Auto ID cards, policy documents, applications, and other client-related materials.
• Respond promptly and professionally to client inquiries, providing consistent and high-quality service.
• Upload, organize, and maintain client records in Applied EPIC, CSR24, and approved shared drives.
• Support data entry, policy updates, and record maintenance to ensure information is complete and accurate and aligns with company standards and applicable industry requirements.
• Provide general administrative support, including preparing and formatting documents, correspondence, reports, spreadsheets, and other business materials.
• Build and maintain positive client relationships through professional communication, proactive follow-up, and timely service.
• Provide administrative and documentation support to multiple business units based on operational needs.

Skills

Attention to detail

MS Office

Client service

Communication skills

Team player

Tools

Applied EPIC

CSR24

Outlook

Excel

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 Service Representative provides administrative and client service support to clients and internal teams, helping ensure documentation, records, and day-to-day service activities are managed accurately and efficiently. Working across multiple business units, this role supports effective operations while contributing to a consistent, high standard of client service.

This is an existing vacancy.

Duties & Responsibilities

• Prepare and issue client documentation accurately and on time, including certificates of insurance, Auto ID cards, policy documents, applications, and other client-related materials.
• Respond promptly and professionally to client inquiries, providing consistent and high-quality service.
• Upload, organize, and maintain client records, including policies, correspondence, emails, and other documentation, within Applied EPIC, CSR24, and approved shared drives.
• Support data entry, policy updates, and record maintenance to ensure information is complete and accurate and aligns with company standards and applicable industry requirements.
• Provide general administrative support, including preparing and formatting documents, correspondence, reports, spreadsheets, and other business materials
• Build and maintain positive client relationships through professional communication, proactive follow-up, and timely service.
• Provide administrative and documentation support to multiple business units based on operational needs.

Requirements

• Previous experience in an administrative, client service, or insurance brokerage environment is an asset.
• Knowledge of Applied EPIC and CSR24 is considered an asset.
• Proficiency with Microsoft Office applications, including Outlook, Word, Excel, and Teams.
• Strong attention to detail and organizational skills.
• Effective written and verbal communication skills.
• Strong interpersonal skills with a collaborative, team-oriented approach.
• Proactive and adaptable, with a willingness to learn and contribute to continuous improvement.
• Commitment to delivering responsive and professional client service.

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 $50,000–$60,000. 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.