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Client associate • markham on

Dernière mise à jour : il y a 5 jours
Client Service Associate

Client Service Associate

Brown & BrownMarkham, York Region, CA
Temps plein
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Commercial Lines Customer Service Associate.The Commercial...Voir plusDernière mise à jour : il y a plus de 30 jours
Client Associate (IR Licensed) CIBC Wood Gundy

Client Associate (IR Licensed) CIBC Wood Gundy

CIBCThornhill, ON
Temps plein
Nous bâtissons une banque axée sur les relations pour un monde moderne.Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.À la Banque ...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Client Care Coordinator

Client Care Coordinator

Nurse Next Door - Richmond Hill, ONRichmond Hill, ON, Canada
Temps plein +1
At Nurse Next Door, our purpose is.We help seniors stay in their homes for as long as they choose, and our real talent is caring and connecting to senior's hearts. We have a mission to help seni...Voir plusDernière mise à jour : il y a plus de 30 jours
Client Service Associate

Client Service Associate

Brown & Brown, Inc.Markham, York Region, CA
Temps plein
Client Service Associate page is loaded## Client Service Associatelocations : Markham, ON, CANtime type : Full timeposted on : Posted Todayjob requisition id : R25\_0000003516Built on meritocra...Voir plusDernière mise à jour : il y a plus de 30 jours
PIA Client Service Associate

PIA Client Service Associate

The Toronto-Dominion Bank (Canada)Concord, Ontario
Temps plein
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients.I...Voir plusDernière mise à jour : il y a plus de 30 jours
Client Relationship Manager

Client Relationship Manager

LenovoMarkham, York Region, CA
Temps plein
Lenovo is a global technology powerhouse, generating US$69 billion in revenue and ranked #196 on the Fortune Global 500.With a full‑stack portfolio of AI‑enabled devices, infrastructure, software, ...Voir plusDernière mise à jour : il y a 6 jours
PIA Client Service Associate

PIA Client Service Associate

TD BankMarkham, York Region, CA
Temps plein
Nous utilisons des témoins pour fournir et améliorer nos services de sorte à vous offrir une expérience plus personnalisée, et les services de suivi sont désactivés. Pour en savoir plus sur les témo...Voir plusDernière mise à jour : il y a plus de 30 jours
Client Service Associate

Client Service Associate

Brown & Brown InsuranceMarkham, ON, CAN
Temps plein
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Commercial Lines Customer Service Associate.The Commercial...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Client Service Coordinator

Client Service Coordinator

Bayshore HealthCareMarkham, CA
Temps plein +1
Client Service Coordinator ( Job Number : 25007791 ) Primary Location : ON-Markham Administration Employee Type : Part-Time Pay Rate From : $21. Description : Bayshore HealthCare is one of the Canada...Voir plusDernière mise à jour : il y a 5 jours
Client Administrator

Client Administrator

ManrkēMarkham, York Region, CA
Temps plein
Are you passionate about success? We’re scaling rapidly and we need best-in-class talent.At Manrkē, business and tax professionals from around the world are empowering clients to become financial c...Voir plusDernière mise à jour : il y a plus de 30 jours
Client Assistant, Surety

Client Assistant, Surety

NFP CorpMarkham, York Region, CA
Temps plein +1
Markham, Mississauga, Toronto - Hybrid Setting.The Client Assistant, Surety is responsible for providing administrative support for the daily activities relating to providing Commercial bonds to ou...Voir plusDernière mise à jour : il y a 6 jours
Associate Director of Client Success

Associate Director of Client Success

CarltonOneMarkham, York Region, CA
Temps plein
Associate Director of Client Success.CarltonOne is a global B2B technology leader, part of the Goldman Sachs portfolio, helping organizations around the world reward and inspire exceptional people....Voir plusDernière mise à jour : il y a 11 jours
Wealth Management Admin Associate – Client Services

Wealth Management Admin Associate – Client Services

ScotiabankMarkham, York Region, CA
Temps plein
A leading financial institution in Markham is seeking an Administrative Associate to enhance the client experience through effective administration and support for Wealth Advisors.The ideal candida...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Client Services Coordinator

Client Services Coordinator

Spectrum Health CareMarkham, ON, Canada
Temps plein
Your happiness and well-being are top priorities at Spectrum! We offer the most competitive wages, RRSP matching, benefits, paid sick days, and more! . We are hiring a full time cont...Voir plusDernière mise à jour : il y a plus de 30 jours
Client Assistant, Surety

Client Assistant, Surety

NFP, an Aon company (Canada)Markham, York Region, CA
Temps plein +1
Markham, Mississauga, Toronto - Hybrid Setting.The Client Assistant, Surety is responsible for providing administrative support for the daily activities relating to providing Commercial bonds to ou...Voir plusDernière mise à jour : il y a 6 jours
Client Assistant, Surety

Client Assistant, Surety

NFPMarkham, York Region, CA
Temps plein +1
Markham, Mississauga, Toronto - Hybrid Setting (https : / / www.The Client Assistant, Surety is responsible for providing administrative support for the daily activities relating to providing Commercia...Voir plusDernière mise à jour : il y a 29 jours
  • Offre sponsorisée
Client Experience Manager

Client Experience Manager

Nvision SolutionsMarkham, ON, Canada
Temps plein
Youre a relationship-first, results-driven communicator who thrives on collaboration, accountability, and momentum.Youre not just keeping things organized, youre a strategic facilitator who ensures...Voir plusDernière mise à jour : il y a plus de 30 jours
Client Service Associate (North York)

Client Service Associate (North York)

MD Financial ManagementNorth York, ON, CA
Temps plein
Report to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually, to assist ...Voir plusDernière mise à jour : il y a plus de 30 jours
Client Service Associate

Client Service Associate

Brown & BrownMarkham, York Region, CA
Il y a plus de 30 jours
Type de contrat
  • Temps plein
Description de poste

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking a Commercial Lines Customer Service Associate to join our growing team in Markham, Ontario!

The Commercial Lines Customer Service Associate is responsible for retaining and servicing an assigned book of business through effective account management and strong client relationships. This role supports the daily servicing of commercial accounts, including processing policies, endorsements, and renewals, issuing certificates of insurance, and responding to client inquiries. The Associate collaborates with team members, vendors, and carriers to deliver exceptional service, identify coverage gaps, and support new business and account growth opportunities.

How You Will Contribute

  • Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies / endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow-up as needed, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions.
  • Build courteous and successful relationships with clients, vendors and carriers to improve client retention.
  • Identify gaps in coverage and consult leadership or client advisor of options to advise the client.
  • Assist in the renewal process for all assigned and prospective clients with the client advisor including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and negotiating the renewal pricing as well as preparing the renewal proposal, and binders.
  • Assist in the review of internal compliance and client disclosure requirements, policies, endorsements and certificates to ensure alignment with client expectations and legal requirements.
  • Assist in growing the assigned book of business through account rounding and referrals.
  • Support marketing and sales teams as needed.
  • Document renewal, sales, and insurance operations compliance documents into the sales management database.
  • Attend internal and client meetings, as needed.
  • Follow brokerage guidelines, policies and procedures.

Licenses and Certifications

  • RIBO license required (in good standing)
  • Skills & Experience to Be Successful

  • Knowledge of insurance coverages, contracts, and state regulations where business is conducted.
  • Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point. Able to create, edit, and merge letters, spreadsheets, labels, etc.
  • Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
  • 2+ years’ experience in the insurance industry, or a related field.
  • College Degree in a business-related field. (Preferred)
  • Professional Designation specific to area of specialty (i.e., CAIB, CIP). (Preferred)
  • The Power to Be Yourself

    We are an Equal Opportunity Employer. Brown & Brown is committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

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