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Client service associate • scarborough on
- Promoted
Client Service Associate
Brown & BrownMarkham, York Region, CA- Promoted
IA Client Service Associate
TD BankToronto, ON, CAPrivate Client Service Associate
TDS PersonnelToronto, OntarioPIA Client Service Associate
The Toronto-Dominion Bank (Canada)5140 Yonge Street, Toronto, Ontario- Promoted
PIA Client Service Associate
TDToronto, ON, CA- Promoted
Private Client Service Associate
Connor, Clark & Lunn Private Capital Ltd. (CC&L)Toronto, ON, CA- Promoted
Senior Client Service Associate
BJRC RecruitingToronto, ON, CABilingual Client Service Associate
Bank of MontrealToronto, Ontario, Canada- Promoted
Client Service Associate (North York)
MD Financial Management | Gestion financière MDToronto, ON, CA- Promoted
Client Service Associate (18-Month Contract)
Forum Asset ManagementToronto, ON, CA- Promoted
Client Service Associate
The Successful InvestorToronto, ON, CanadaClient Service Account Manager Client Onboarding & Service Associate
JPMorganChaseToronto, Ontario, Canada- Promoted
Client Service Associate (North York)
ScotiabankToronto, ON, CAClient Service Associate
Prime QuadrantToronto, ON, Canada- Promoted
PIA Client Service Associate
TD SecuritiesToronto, ON, CA- Promoted
Private Client Service Associate
Connor, Clark & Lunn groupToronto, ON, CA- Promoted
Private Wealth Client Service Associate
BMOToronto, ON, CA- Promoted
Client Transactions Service Associate (Bilingual - French)
RBCToronto, ON, CA- Richmond Hill, ON (from $ 74,711 to $ 250,000 year)
- Windsor, ON (from $ 60,500 to $ 190,947 year)
- Toronto, ON (from $ 49,763 to $ 131,615 year)
- Old toronto, ON (from $ 50,000 to $ 130,495 year)
- Halifax, NS (from $ 51,692 to $ 122,569 year)
- Edmonton, AB (from $ 51,722 to $ 121,603 year)
- Calgary, AB (from $ 72,810 to $ 121,027 year)
- Ottawa, ON (from $ 63,490 to $ 120,549 year)
- Markham, ON (from $ 63,095 to $ 119,294 year)
- Winnipeg, MB (from $ 73,197 to $ 119,069 year)
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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.
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
Skills & Experience to Be Successful
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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