Elevate corporate client support in Downtown Toronto as a Life & DI Insurance Client Services Representative. Use your customer service expertise and organizational skills in a permanent full time role.
As a vital part of the brokerage, you will provide essential support to sales staff through proposal preparation and renewal processing. Your role includes maintaining organized client files and ensuring compliance with industry standards. Proficiency in Microsoft Office and experience with Equisoft-Kronos is required to manage data effectively.
Key Responsibilities:
• Deliver client service for corporate insurance brokerage
• Prepare and analyze renewal reports and proposals
• Maintain accurate correspondence and data files




• Respond promptly to client inquiries
• Facilitate application follow-ups and underwriting processes
Requirements:
• Life insurance license (LLQP) in Ontario preferred
• Minimum 3 years in individual Disability and Life insurance
• Strong knowledge of related products
• Proficiency in Microsoft Office suite and database management
• Excellent organizational skills and attention to detail
Contribute your skills to enhance client service within a agile brokerage setting in Toronto.
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📌 Insurance Client Services Professional In Toronto
🏢 Groom & Associés / Associates
📍 Toronto