Client Service Representative, Broking Operations
Job Description
The Client Service Representative supports clients and internal teams by managing documentation, responding to inquiries, and maintaining accurate records. This role works closely with multiple business units to ensure efficient operations and a high standard of client service.
Key Accountabilities:
- Issue client documentation accurately and on time, including certificates of insurance, Auto ID cards, policy documents, and applications
- Respond promptly and professionally to client inquiries, delivering consistent, high-quality service
- Upload and maintain client records (policies, correspondence, emails, etc.) in the insurance management system (EPIC) and shared drives
- Support data entry and policy updates to ensure accuracy and compliance with company standards and industry regulations
- Foster positive client relationships through proactive communication and follow-ups
- Provide administrative and documentation support across business units as needed
Experience Requirements
- Previous experience in an administrative role or insurance brokerage
- Knowledge of Applied EPIC and CSR24 are considered an advantage
- Insurance licensed
- Proficiency with Microsoft Office tools
- Strong attention to detail, organizational skills and ability to manage competing priorities and deadlines
- Effective written and verbal communication skills, in both languages
- Collaborative team player with a proactive approach to learning and improvement
- Commitment to delivering excellent client service
How to Apply
Ready to start your career as a Client Service Representative, Broking Operations at Purves Redmond Limited?
- Click the "Apply Now" button below.
- Review the safety warning in the modal.
- You will be redirected to the employer's official portal to complete your application.
- Ensure your resume and cover letter are tailored to the job description using our AI tools.
Frequently Asked Questions
Who is hiring?▼
This role is with Purves Redmond Limited in Vancouver.
Is this a remote position?▼
This appears to be an on-site role in Vancouver.
What is the hiring process?▼
After you click "Apply Now", you will be redirected to the employer's official site to submit your resume. You can typically expect to hear back within 1-2 weeks if shortlisted.
How can I improve my application?▼
Tailor your resume to the specific job description. You can use our free Resume Analyzer to see how well you match the requirements.
What skills are needed?▼
Refer to the "Job Description" section above for a detailed list of required and preferred qualifications.