Client Service Representative, Broking Operations (Future Opportunity)

Purves Redmond Limited (PRL) is a Canadian, employee-owned insurance brokerage firm with over 65 years of experience. With offices in Toronto, Vancouver, Calgary, Saskatoon and Founded in 1959, Purves Redmond Limited has grown from a local Toronto brokerage into a nationally recognized, independent insurance advisory firm. Today, we are a 100% employee-owned organization with offices across Canada and partnerships that extend our reach globally.

We combine decades of experience with a forward-looking approach, delivering customized insurance, risk, and benefits solutions to clients across diverse industries. Our continued success is rooted in our commitment to integrity, collaboration, and service excellence.

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.

• Issue client documentation accurately and on time, including certificates of insurance, Auto ID cards, policy documents, and applications
• Respond promptly and professionally to client inquiries, delivering consistent, high-quality service
• Upload and maintain client records (policies, correspondence, emails, etc.) in the insurance management system (EPIC) and shared drives
• Support data entry and policy updates to ensure accuracy and compliance with company standards and industry regulations
• Foster positive client relationships through proactive communication and follow-ups
• Provide administrative and documentation support across business units as needed

• Previous experience in an administrative role or insurance brokerage
• Knowledge of Applied EPIC and CSR24 are considered an advantage
• Insurance licensed
• Proficiency with Microsoft Office tools
• Strong attention to detail, organizational skills and ability to manage competing priorities and deadlines
• Effective written and verbal communication skills, in both languages
• Collaborative team player with a proactive approach to learning and improvement
• Commitment to delivering excellent client service

At Purves Redmond Limited, you’ll work in an environment grounded in integrity, professionalism, and service excellence. We put clients first, support one another, and uphold high standards in everything we do.

Ownership, accountability, and collaboration are embedded in our culture, giving you the opportunity to take initiative, build meaningful client relationships, and contribute to long-term success. If you value continuous improvement and bringing thoughtful perspectives to your work, you’ll feel aligned with how we operate.

Purves Redmond Limited is committed to fair and transparent compensation practices. The base salary range for this role is $55,000–$60,000. This range reflects the expected hiring range for the position and may vary based on factors such as experience, skills, qualifications, and overall fit. Additional compensation, where applicable, may include performance-based incentives, commissions, or bonuses.

At PRL we are an equal employment opportunity employer based on job-related skills and experience. If you require any accommodation during the hiring process or upon hire, please inform Human Resources and we will provide suitable accommodation that takes into account the applicant’s accessibility.