Client Service Representative – In Office (Barrie, ON)

We offer more than a job — we offer a career!

Join a forward-thinking insurance brokerage that believes in empowering its employees through continuous learning, collaboration, and a culture of growth. We’re proud to support our team with ongoing education, training opportunities, and a commitment to professional and personal development.

Our success is built on values of integrity, respect, innovation, and community involvement — and we’re looking for passionate professionals who share our vision.

We offer a competitive compensation package, comprehensive benefits from day one, and a workplace culture that values balance and well-being.

Why You’ll Love Working Here

• Competitive salary and performance-based incentives

• Comprehensive medical and dental coverage starting Day 1

• Telemedicine, EFAP, and retirement savings programs

• Wellness allowance and year-round social events

• A team culture rooted in collaboration, recognition, and respect

• Opportunities for career growth and advancement within a dynamic organization

About the Role

We are seeking a Client Service Representative to join our Barrie office. In this role, you will be responsible for maintaining and servicing a profitable book of commercial business, ensuring our clients receive exceptional service and support.

If you’re a client-focused insurance professional with a growth mindset and a passion for teamwork, this is the place for you.

What You’ll Do

• Manage and service an assigned book of commercial business in accordance with company standards and goals

• Prepare proposals for renewals and new business opportunities

• Respond promptly to client and underwriter inquiries by phone and email

• Collaborate with Client Executives and Service Managers on negotiations with insurers for renewals, changes, and new business

• Review and verify policy documents, endorsements, and wording for accuracy and completeness

• Create and manage abeyances and follow-ups for outstanding items

• Market renewals and new business as needed

• Prepare invoices, monitor receivables, and assist with monthly reporting (e.g., Bordeaux)

• Identify opportunities to enhance workflows and improve efficiency

• Support special projects and other administrative duties as assigned

What You Bring

• Minimum 3 years of Commercial Insurance experience

• RIBO License required; professional designations (e.g., CAIB, CIP, CRM) are an asset

• Strong understanding of commercial insurance markets and policy wordings

• Experience in Construction Insurance is a strong asset

• Excellent verbal and written communication skills

• Ability to work independently while collaborating effectively within a team

• Strong proficiency with Microsoft Office; experience with EPIC is an asset

• Exceptional attention to detail, organizational, and time management skills

• A proactive, customer-focused attitude with a commitment to excellence

Join Our Team

If you’re looking to grow your insurance career in a supportive, professional, and engaging environment — we’d love to hear from you.

Apply today and become part of a company that inspires growth, rewards integrity, and values every individual contribution.