Client Service Representative – In Office (Barrie, ON)
We offer more than a job — we offer a career!
Join a forward-thinking insurance brokerage that believes in empowering its employees through continuous learning, collaboration, and a culture of growth. We’re proud to support our team with ongoing education, training opportunities, and a commitment to professional and personal development.
Our success is built on values of integrity, respect, innovation, and community involvement — and we’re looking for passionate professionals who share our vision.
We offer a competitive compensation package, comprehensive benefits from day one, and a workplace culture that values balance and well-being.
Why You’ll Love Working Here
Competitive salary and performance-based incentives
Comprehensive medical and dental coverage starting Day 1
Telemedicine, EFAP, and retirement savings programs
Wellness allowance and year-round social events
A team culture rooted in collaboration, recognition, and respect
Opportunities for career growth and advancement within a dynamic organization
About the Role
We are seeking a Client Service Representative to join our Barrie office. In this role, you will be responsible for maintaining and servicing a profitable book of commercial business, ensuring our clients receive exceptional service and support.
If you’re a client-focused insurance professional with a growth mindset and a passion for teamwork, this is the place for you.
What You’ll Do
Manage and service an assigned book of commercial business in accordance with company standards and goals
Prepare proposals for renewals and new business opportunities
Respond promptly to client and underwriter inquiries by phone and email
Collaborate with Client Executives and Service Managers on negotiations with insurers for renewals, changes, and new business
Review and verify policy documents, endorsements, and wording for accuracy and completeness
Create and manage abeyances and follow-ups for outstanding items
Market renewals and new business as needed
Prepare invoices, monitor receivables, and assist with monthly reporting (e.g., Bordeaux)
Identify opportunities to enhance workflows and improve efficiency
Support special projects and other administrative duties as assigned
What You Bring
Minimum 3 years of Commercial Insurance experience
RIBO License required; professional designations (e.g., CAIB, CIP, CRM) are an asset
Strong understanding of commercial insurance markets and policy wordings
Experience in Construction Insurance is a strong asset
Excellent verbal and written communication skills
Ability to work independently while collaborating effectively within a team
Strong proficiency with Microsoft Office; experience with EPIC is an asset
Exceptional attention to detail, organizational, and time management skills
A proactive, customer-focused attitude with a commitment to excellence
Join Our Team
If you’re looking to grow your insurance career in a supportive, professional, and engaging environment — we’d love to hear from you.
Apply today and become part of a company that inspires growth, rewards integrity, and values every individual contribution.
Commercial Lines Account Manager • Barrie, ON
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