Build insurance industry experience as a Client Services Assistant, coordinating communications, client records, invoices, and administrative support in a professional office.

This Administrative Receptionist position combines customer service with detailed brokerage administration. You will enter client information, recent business, and policy changes into the Brokerage Management System. The work also includes reports, correspondence, payments, and updates on client concerns and operational matters.

Key Responsibilities:

- Enter and update accurate client and policy information
- Complete Auto Plus and Motor Vehicle Registry reports
- Prepare invoices and receive payments according to procedures
- Provide management updates on tasks, concerns, and operations




- Participate in training and support daily administrative operations

Requirements:

- Professional office administrative experience of approximately one to three years
- High school diploma
- Microsoft Word and Outlook proficiency
- Ability to search data and input reliable portal information
- Independent and collaborative working ability with excellent customer service

Bring detail-focused administration and customer service skills to client records, insurance reports, invoicing, and brokerage operations.

📌 Insurance Office Client Services Assistant (Canada)
🏢 Employment Professionals Canada
📍 Canada