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Client service associate Jobs in Scarborough, ON

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Client service associate • scarborough on

Last updated: 1 day ago
  • Promoted
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
  • Promoted
IA Client Service Associate

IA Client Service Associate

TD BankToronto, ON, 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
Private Client Service Associate

Private Client Service Associate

TDS PersonnelToronto, Ontario
Full-time +1
Our client within investment management requires a Private Client Service Associate to join their team.This role will support a Portfolio Manager and the team in delivering exceptional service to h...Show moreLast updated: 30+ days ago
PIA Client Service Associate

PIA Client Service Associate

The Toronto-Dominion Bank (Canada)5140 Yonge Street, Toronto, Ontario
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.I...Show moreLast updated: 30+ days ago
  • Promoted
PIA Client Service Associate

PIA Client Service Associate

TDToronto, ON, CA
Full-time
This role is eligible for commission-based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defin...Show moreLast updated: 11 days ago
  • Promoted
Private Client Service Associate

Private Client Service Associate

Connor, Clark & Lunn Private Capital Ltd. (CC&L)Toronto, ON, CA
Full-time
Connor, Clark & Lunn Private Capital Ltd.Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while pr...Show moreLast updated: 1 day ago
  • Promoted
Senior Client Service Associate

Senior Client Service Associate

BJRC RecruitingToronto, ON, CA
Full-time
Be among the first 25 applicants.Direct message the job poster from BJRC Recruiting.Our client is an independent investment management firm dedicated to helping clients build, preserve, and transfe...Show moreLast updated: 30+ days ago
Bilingual Client Service Associate

Bilingual Client Service Associate

Bank of MontrealToronto, Ontario, Canada
Full-time +1
Provides accurate and professional service by telephone written mail or e-mail.Supports administrative requirements to ensure the smooth operation of the unit. Service provided for one of the differ...Show moreLast updated: 30+ days ago
  • Promoted
Client Service Associate (North York)

Client Service Associate (North York)

MD Financial Management | Gestion financière MDToronto, ON, CA
Full-time
Client Service Associate (North York).MD Financial Management | Gestion financière MD.Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture.The Clien...Show moreLast updated: 11 days ago
  • Promoted
Client Service Associate (18-Month Contract)

Client Service Associate (18-Month Contract)

Forum Asset ManagementToronto, ON, CA
Temporary
Client Service Associate (18-Month Contract).Join us in delivering Extraordinary Outcomes ™ through investment.Forum Asset Management is a North American investor, developer, and asset manager with...Show moreLast updated: 6 days ago
  • Promoted
Client Service Associate

Client Service Associate

The Successful InvestorToronto, ON, Canada
Full-time
Client Service Associate Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years experience in subscription marketing and ind...Show moreLast updated: 30+ days ago
Client Service Account Manager Client Onboarding & Service Associate

Client Service Account Manager Client Onboarding & Service Associate

JPMorganChaseToronto, Ontario, Canada
Full-time
Join JPMorgan Chase Global Banking as a Client Service Account Manager within our Client Onboarding and Service this role you will be responsible for delivering exceptional service to our clients ...Show moreLast updated: 7 days ago
  • Promoted
Client Service Associate (North York)

Client Service Associate (North York)

ScotiabankToronto, ON, CA
Full-time
Client Service Associate (North York).Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Client Service Associate contributes to the overall s...Show moreLast updated: 11 days ago
Client Service Associate

Client Service Associate

Prime QuadrantToronto, ON, Canada
Full-time
Prime Quadrant serves more than 225 Ultra-Affluent families across North America and consults on CA$23+ billion in assets. Our mission is to empower families for the future and assist them across th...Show moreLast updated: 28 days ago
  • Promoted
PIA Client Service Associate

PIA Client Service Associate

TD SecuritiesToronto, ON, CA
Full-time
Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.This role is eligible for commission based earnings. TD is committed to providing fair and equitable co...Show moreLast updated: 11 days ago
  • Promoted
Private Client Service Associate

Private Client Service Associate

Connor, Clark & Lunn groupToronto, ON, CA
Full-time
Private Client Service Associate.Private Client Service Associate.Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique...Show moreLast updated: 22 days ago
  • Promoted
Private Wealth Client Service Associate

Private Wealth Client Service Associate

BMOToronto, ON, CA
Full-time
A leading financial services company in Toronto is hiring a Client Service Assistant to support Investment Advisors and manage client relationships. You will coordinate marketing activities, handle ...Show moreLast updated: 6 days ago
  • Promoted
Client Transactions Service Associate (Bilingual - French)

Client Transactions Service Associate (Bilingual - French)

RBCToronto, ON, CA
Full-time
The overall purpose of this role is to act as a central point of contact and relationship manager to the Dominion Securities (DS) Front Office personnel as it pertains to Operations matters.The suc...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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