Client Service Representative, Broking Operations

Job Description

<p>The Client Service Representative supports clients and internal teams by managing documentation, responding to inquiries, and maintaining accurate records. This role works closely with multiple business units to ensure efficient operations and a high standard of client service.</p><p><br></p><p><strong>Key Accountabilities: </strong></p><ul><li>Issue client documentation accurately and on time, including certificates of insurance, Auto ID cards, policy documents, and applications</li><li>Respond promptly and professionally to client inquiries, delivering consistent, high-quality service</li><li>Upload and maintain client records (policies, correspondence, emails, etc.) in the insurance management system (EPIC) and shared drives</li><li>Support data entry and policy updates to ensure accuracy and compliance with company standards and industry regulations</li><li>Foster positive client relationships through proactive communication and follow-ups</li><li>Provide administrative and documentation support across business units as needed</li></ul><p><br></p><p><strong>Experience Requirements</strong></p><ul><li>Previous experience in an administrative role or insurance brokerage</li><li>Knowledge of Applied EPIC and CSR24 are considered an advantage</li><li>Insurance licensed </li><li>Proficiency with Microsoft Office tools</li><li>Strong attention to detail, organizational skills and ability to manage competing priorities and deadlines</li><li>Effective written and verbal communication skills, in both languages</li><li>Collaborative team player with a proactive approach to learning and improvement</li><li>Commitment to delivering excellent client service</li></ul>