Commercial Insurance Broker - Programs

Job summary

The Client Service Representative will maintain and service a profitable book of business by addressing client inquiries and managing policy documentation. They are also responsible for tracking receivables, preparing monthly Bordereaux, and supporting invoicing processes.

Job details

The Client Service Representative will maintain and service a profitable book of business by addressing client inquiries and managing policy documentation. They are also responsible for tracking receivables, preparing monthly Bordereaux, and supporting invoicing processes. Candidates must have at least 2 years of relevant industry experience and hold an AMF license, with a willingness to obtain a RIBO license. Strong communication skills in both English and French, along with proficiency in Microsoft Office and knowledge of Professional Lines insurance, are required.

What you’ll do

The Client Service Representative will maintain and service a profitable book of business by addressing client inquiries and managing policy documentation. They are also responsible for tracking receivables, preparing monthly Bordereaux, and supporting invoicing processes.

Requirements

Candidates must have at least 2 years of relevant industry experience and hold an AMF license, with a willingness to obtain a RIBO license. Strong communication skills in both English and French, along with proficiency in Microsoft Office and knowledge of Professional Lines insurance, are required.

Benefits

• Medical coverage
• Dental coverage
• Telemedicine
• Employee and family assistance program
• Retirement and savings programs
• Wellness allowance
• Social activities and events

Listed skills

• Customer service · Preferred
• invoicing · Preferred
• Time management · Preferred
• Communication Skills · Preferred
• Microsoft Office · Preferred
• Attention to detail · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Commercial insurance
• Client service
• Policy documentation
• Underwriting support
• Invoicing
• Bordereau management
• Time management
• Organizational skills
• Communication skills
• Microsoft Office
• EPIC software
• Professional lines insurance
• Attention to detail
• Customer service

Job areas

• Finance & Accounting
• Customer Service & Support
• Consulting
• Administrative

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