Client Services Representative

Job summary

Prepare and issue client insurance documents, respond to inquiries, and maintain accurate client records in Applied EPIC, CSR24, and approved shared drives. Provide administrative and documentation support across business units while building positive client relationships through professional communication and timely follow-up.

Job details

About Us 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.

What you’ll do

Prepare and issue client insurance documents, respond to inquiries, and maintain accurate client records in Applied EPIC, CSR24, and approved shared drives. Provide administrative and documentation support across business units while building positive client relationships through professional communication and timely follow-up.

Requirements

Previous administrative, client service, or insurance brokerage experience is an asset, as is knowledge of Applied EPIC and CSR24. The role requires Microsoft Office proficiency, strong attention to detail and organization, effective communication and interpersonal skills, adaptability, and a commitment to responsive client service.

Listed skills

• Customer service · Preferred
• Microsoft Teams · Preferred
• Organization · Preferred
• Administrative Support · Preferred
• Attention to detail · Preferred
• Microsoft Excel · Preferred
• Data entry · Preferred
• Microsoft Word · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Service
• Administrative Support
• Insurance Documentation
• Document Management
• Data Entry
• Policy Updates
• Record Maintenance
• Microsoft Outlook
• Microsoft Word
• Microsoft Excel
• Microsoft Teams
• Applied EPIC
• CSR24
• Attention To Detail
• Organization
• Written And Verbal Communication

Job areas

• Customer Service & Support
• Administrative
• Finance & Accounting

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