Client Services Representative

EQUA Specialty Risk Partners Corporation; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading insurance firm is seeking a Client Service Representative to join their team. The role involves providing support to Client Executives and managing client documentation. Candidates should have a minimum of three years' experience in the commercial insurance industry and possess strong interpersonal skills. The position offers a flexible work schedule, competitive salary, and a focus on career progression.

Benefits

Competitive salary

Flexible hours

Group RRSP contributions

Minimum 20 vacation days

Qualifications

• Minimum of three years' experience as a Client Service Representative in commercial insurance.
• Ability to develop knowledge of insurance company products.
• Superior written and verbal communication skills.

Responsibilities

• Provide full client and broking support to Client Executives.
• Prepare renewal action plans and communicate with clients.
• Maintain client documentation in Epic.

Skills

Organizational skills

Interpersonal communication

Customer focus

Negotiation skills

Integrity

Education

Provincial license in good standing

RIBO license

Tools

Microsoft Office Suite

Applied Epic broker management system

Job description

Job type : Full-time, permanent

Location : Remote, or from our Calgary, Toronto, or Vancouver offices, as preferred

Reports to : Director of Operations

At EQUA, we're on a mission to put relationships first. A group of experienced insurance professionals who specialize in complex Canadian industries, we love working together to deliver results for our clients. We're seeking a Client Service Representative to join our quickly growing and passionate team.

With flexible hours, you'll work across all Canadian time zones to provide full client and broking support to Client Executives and broking teams.

Responsibilities include, but are not limited to :

• Supporting the processing needs of our Client Executives and Brokers including :
• Determining strategy for renewal action plan with client executive and / or broking team and preparing pre-renewal schedules, renewal application requests and communications to clients.
• Monitoring and triaging emails received in centralized inboxes for servicing teams.
• Preparing certificates, motor vehicle liability slips and other proofs for all clients including ad hoc and batch requests.
• Monitoring system activities for upcoming renewals to prepare certificate template for upcoming renewals.
• Preparing certificate template for new clients.
• Reviewing documentation from insurers for accuracy, liaising with insurers or servicing team on changes, and processing documentation.
• Working across time zones, managing, and preparing other client documentation and requests (i.e., routine inquiries from clients and insurers, quotes, broking summaries, binders, statement of values, endorsements, cancellations, bonding requests, cover notes, proposals, presentations, etc.).
• Entering client information in Epic and ensuring client documentation is saved correctly in Epic or the shared drive.
• Creating and following up on abeyances for outstanding items from clients, insurers, client executives and broking team.
• Monthly Data clean up and Weekly Expiry reports, eDoc check and Past due Reports, Maintaining follow-up on activities in respect to any of the above.
• Assisting with monthly or weekly audits to confirm transactions processed correctly.
• Working closely with our clients to support and address their needs.
• Be aware of emerging trends across EQUA’s specialties.
• Following policies and procedures, including compliance, privacy and client security procedures, as set out on the Company Intranet and as amended from time to time.
• Other duties may be required.

Requirements

Personal :

Entrepreneurial, self-motivated, organized, and customer-focused.

Excellent interpersonal, communication, and negotiation skills.

Professional, friendly, and respectful in all interactions with customers, company partners, and colleagues.

High level of integrity and dependability with a strong sense of urgency and results-orientation.

Dedication to maintaining a positive attitude while seeking outcomes that benefit our clients.

Ability to listen, create buy-in, and effectively communicate initiatives to the organization.

Technical :

A minimum of three years' experience as a Client Service Representative within the commercial insurance industry.

Provincial license in good standing required (additional out-of-province licenses will be required upon notification).

RIBO license is an advantage.

Ability to develop and maintain knowledge of insurance company products and their underwriting rules.

Superior written and verbal communication skills.

Microsoft Office suite (Outlook, Word, Excel, PowerPoint) skills are required.

Knowledge of Applied Epic broker management system is an advantage.

Benefits :

Competitive salary and benefits package.

Group RRSP contributions.

Flexible hours with flexible personal and vacation time (minimum of 20 days per annum).

A career path focused on progression, learning, and engagement.

A company and leadership team that believes in the importance of relationships, work-life balance, integrity, and diversity.

Does this sound like a good fit for you? Are you ready to make a change and offer insurance that puts clients first? Send your resume and cover letter to [e-mail] today!

We know that diversity and inclusion create strength - we’re proud to be an equal opportunity employer. We aim to create a culture of inclusivity and consider all employment applicants.

If you need assistance or an accommodation due to a disability, please contact us at [e-mail].

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