Customer Service Representative

Billyard-Insurance-Group-1; Toronto; Hybrid; CAD 40,000 - 52,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Billyard Insurance Group (BIG) Queensway is hiring an Account Assistant to support brokers and keep operations running smoothly. The role focuses on handling client records, preparing proposals, and coordinating communications in a fast-paced insurance environment.

You will contribute to delivering exceptional service, with a hybrid work arrangement and opportunities for professional development within a growing national brokerage.

Qualifications

• High school diploma or equivalent required.
• 1–2 years in administrative or support role, preferably in insurance/financial services.
• Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Experience with insurance management software or CRM systems is a plus.

Responsibilities

• Manage client records and process documents accurately.
• Assist in preparing client proposals, policy documents, and renewals.
• Support client communications by scheduling appointments and answering inquiries.
• Organize and maintain insurance paperwork and digital files.
• Coordinate internal meetings, training sessions, and team events.
• Provide administrative support to enable brokers to deliver outstanding service.

Skills

Microsoft Office

CRM experience

Customer service

Attention to detail

Education

High school diploma or equivalent

Business/Finance/Insurance education (asset)

Tools

CRM software

Job description

Job Posting – Customer Service Representative

Billyard Insurance Group (BIG) is a leading force in the insurance industry, committed to attracting the best insurance professionals and equipping them with cutting-edge technology, tools, and unwavering support to thrive in today's dynamic insurance landscape. With a strong presence and continuous growth, we boast over 80 locations across Canada. Our dedication to excellence has earned us prestigious recognition, including being featured on Insurance Business Canada's esteemed Top Brokerages list for the past three years and securing a spot as one of Canada's Top Growing Companies in the renowned Globe and Mail's Report on Business. At Billyard Insurance Group, our mission is clear: to establish a nationally recognized insurance brokerage brand that empowers brokers and leads the digital insurance revolution.

ACCOUNT ASSISTANT

(This position requires a R.I.B.O. licence)

Are you highly organized, detail-oriented, and eager to support a fast-paced insurance team? Do you thrive in a collaborative environment where your administrative skills help drive business success? If so, we'd love to meet you!

As an Account Assistant at Billyard Insurance Group (BIG) Queensway, you’ll play a key role in keeping our operations running smoothly. You’ll handle essential administrative tasks, support our brokers, and help ensure an exceptional experience for our clients. If you're looking for a career where you can contribute to a dynamic, growing company while enjoying the flexibility of a hybrid work environment, this could be the perfect fit for you.

What does the Account Assistant do?

• Managing client records and processing important documents with accuracy and care
• Assisting in the preparation of client proposals, policy documents, and renewals
• Supporting client communications by scheduling appointments and handling inquiries
• Organizing and maintaining essential insurance paperwork and digital files
• Coordinating internal meetings, training sessions, and team events
• Providing administrative support to ensure our brokers can focus on delivering outstanding service

Does this sound like you?

• Attention to detail – Accuracy is your superpower when managing documents and data
• Communication – You're clear, professional, and effective in both written and verbal interactions
• Client service – You understand the importance of responsiveness and professionalism
• Multitasking – You can juggle multiple responsibilities while staying organized and on top of deadlines
• Teamwork – You enjoy working closely with colleagues and supporting a collaborative environment

Qualifications

• High school diploma or equivalent (required)
• 1-2 years of experience in an administrative or support role, preferably in insurance or financial services
• Strong proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Experience working with insurance management software or CRM systems (an asset)
• Post-secondary education in Business, Finance, Insurance, or a related field (an asset)

What We Offer

At BIG, we believe in investing in our brokers' success. We provide:

• Industry-leading proprietary technology to streamline underwriting, quoting, and policy management.
• Ongoing education and professional development to help you continuously refine your expertise.
• A hybrid work environment, giving you the flexibility to build your business and manage your personal life.
• A strong national brand with an established presence and a collaborative, growth-focused culture.
• A competitive salary depending on skills and experience.

Our Commitment to Diversity, Inclusion and Belonging

Billyard Insurance Group is committed to building a transparent environment where everyone feels heard, welcomed, and included. We believe Diversity, Inclusion, and Belonging are fundamental in our vision to be the leading insurance platform in Canada. BIG is a proud, equal-opportunity workplace that is committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, or gender identity.

Our Commitment to Accessibility

Billyard Insurance Group is committed to developing an inclusive, barrier-free recruitment process and work environment. Should you require any accommodation, please inform us and we will work with you to meet your accessibility needs. For any accessibility-related assistance, requests for information in accessible alternative formats or to report any accessibility problems, please contact us at [e-mail].

Billyard Insurance Group - Queensway uses Workwolf's AI-enabled tools to sort and screen applications based on job-related criteria. All hiring decisions involve human review.