Life & DI Insurance Client Services Representative

Title: Life & DI Insurance Client Services Representative

Status: Full-time, Permanent

Location: Downtown Toronto, ON

Strong organizational and customer service skills catering to corporate clients.

The primary responsibilities will be to provide client service support to sales staff through the preparation of proposals, processing of renewals, the creation and maintenance of both physical and electronic files, including the entry into the company's database in a timely manner. You are required to comply with compliance standards.

Essential Functions:

Client service for professional brokerage firm’s Corporate clients

Provide Microsoft Office suite and database (Equisoft-Kronos) support

Prepare client proposals, renewal reports and correspondence

Maintain correspondence and computerized data files.

Perform clerical tasks, ...