Client Services

Client Services Associate

Woodbridge, Ontario
Full-Time

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You're applying for

Client Services Associate

Team: Client Services
Location: Woodbridge, Ontario
Job type: Full-Time

What you'll do

Enter and manage policy data accurately across our systems.
Prepare key insurance documents like binders, certificates, and liability slips.
Keep our digital files organized in eDocs so the office stays paperless and easy to search.
Help process policy changes, taking on more as your technical knowledge grows.
Enter new claims and support the claims team so clients get answers quickly.
Handle invoicing, take premium payments, and sort out billing questions.
Work with the sales team to welcome new clients and make sure their paperwork is collected, checked, and filed.
Keep our records complete and compliant through careful, high-volume data entry.
Answer phone calls and connect callers with the right department.
Sort incoming requests and pass them to the right person.
Look after incoming and outgoing mail and get documents to the right people the same day.

What you'll bring

Experience working in a professional office. Insurance experience is a big plus.
Very comfortable with technology, including databases and cloud-based document tools.
A sharp eye for detail.
Clear, friendly communication, both with clients and with your teammates.
The confidence to work through problems on your own.

What happens next

1
We read your application
A real person on our hiring team reviews every one.
2
We reach out
If you're a good match, we'll contact you to set up a first conversation.
3
We meet
You'll meet the team and get all your questions answered.

Rather use your phone? Scan to open this application on your phone.

Boardwalk Insurance is an equal opportunity employer. If you need any accommodations during the hiring process, just let us know and we'll be happy to help.

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