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Client associate Jobs in Markham, ON

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Client associate • markham on

Last updated: 3 days ago
Client Service Associate

Client Service Associate

Brown & BrownMarkham, York Region, CA
Full-time
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...Show moreLast updated: 30+ days ago
Client Associate (IR Licensed) CIBC Wood Gundy

Client Associate (IR Licensed) CIBC Wood Gundy

CIBCThornhill, ON
Full-time
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 ...Show moreLast updated: 30+ days ago
Client Services Coordinator

Client Services Coordinator

Spectrum Health Care (SHC)Markham, York Region, CA
Full-time
Your happiness and well-being are top priorities at Spectrum! We offer competitive wages, RRSP matching, benefits, paid sick days, and more. The company is one of Canada’s best managed companies.Ful...Show moreLast updated: 7 days ago
  • Promoted
Client Care Coordinator

Client Care Coordinator

Nurse Next Door - Richmond Hill, ONRichmond Hill, ON, Canada
Full-time +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...Show moreLast updated: 30+ days ago
Client Service Associate

Client Service Associate

Brown & Brown, Inc.Markham, York Region, CA
Full-time
Client Service Associate page is loaded## Client Service Associatelocations : Markham, ON, CANtime type : Full timeposted on : Posted Todayjob requisition id : R25\_0000003516Built on meritocra...Show moreLast updated: 30+ days ago
PIA Client Service Associate

PIA Client Service Associate

TD SecuritiesMarkham, York Region, CA
Full-time
Work Location : Markham, Ontario, Canada.Pay Details : $43,300 - $56,700 CAD (eligible for commission based earnings).TD is committed to providing fair and equitable compensation opportunities to all...Show moreLast updated: 3 days ago
Client Relationship Manager

Client Relationship Manager

LenovoMarkham, York Region, CA
Full-time
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, ...Show moreLast updated: 17 days ago
PIA Client Service Associate

PIA Client Service Associate

TD BankMarkham, York Region, CA
Full-time
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...Show moreLast updated: 30+ days ago
Client Service Associate

Client Service Associate

Brown & Brown InsuranceMarkham, ON, CAN
Full-time
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...Show moreLast updated: 30+ days ago
Client Solutions Manager, Private Client Solutions

Client Solutions Manager, Private Client Solutions

GallagherMarkham, Canada
Full-time
Our Private Client Solutions team is growing! As the Client Solutions Manager, you will be working directly with clients in delivering the world-class customer service Gallagher is so well known fo...Show moreLast updated: 3 days ago
Client Solutions Associate, Commercial Lines

Client Solutions Associate, Commercial Lines

Arthur J. Gallagher & Co. (AJG)Markham, York Region, CA
Full-time
At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem : a ...Show moreLast updated: 5 days ago
Client Administrator

Client Administrator

ManrkēMarkham, York Region, CA
Full-time
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...Show moreLast updated: 30+ days ago
Client Services Specialist

Client Services Specialist

SolidifiMarkham, York Region, CA
Full-time
Bilingual Client Services Specialist.The Client Services Specialist is responsible for supporting and contributing to the management and strategic direction of our client-driven business.Expectatio...Show moreLast updated: 17 days ago
Associate Director of Client Success

Associate Director of Client Success

CarltonOneMarkham, York Region, CA
Full-time
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....Show moreLast updated: 22 days ago
Wealth Management Admin Associate – Client Services

Wealth Management Admin Associate – Client Services

ScotiabankMarkham, York Region, CA
Full-time
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...Show moreLast updated: 30+ days ago
Client Services Manager

Client Services Manager

Bayshore HealthCareMarkham, York Region, CA
Full-time
Job Description - Client Services Manager (26000237)# Job Description| | || | || Client Services Manager(Job Number : 26000237) Primary Location : ON-Markham Administration Employee Type : ...Show moreLast updated: 4 days ago
  • Promoted
Client Services Coordinator

Client Services Coordinator

Spectrum Health CareMarkham, ON, Canada
Full-time
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...Show moreLast updated: 30+ days ago
PIA Client Service Associate

PIA Client Service Associate

TDMarkham, York Region, CA
Full-time
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.P...Show moreLast updated: 5 days ago
People also ask
Client Service Associate

Client Service Associate

Brown & BrownMarkham, York Region, CA
30+ days ago
Job type
  • Full-time
Job description

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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