Client Services Specialist

• Communicate with clients regularly to share application progress, answer questions, and ensure they remain informed throughout the service process
• Coordinate with insurance carriers to obtain updates, resolve outstanding items, and maintain momentum on pending policy activity within expected timeframes
• Review new leads and application materials carefully, verify completeness and accuracy, and address discrepancies before processing moves forward
• Maintain organized records, update customer and policy information, and track follow-up actions using internal systems and standard office software
• Prepare reports, manage correspondence, and use tools such as Outlook, Word, and Excel to support daily workflow and service reporting
• Respond to client concerns with empathy, offering clear guidance and practical solutions when issues arise
• Adjust to changing business needs by assisting with priority shifts, administrative support tasks, and additional projects assigned by leadership
• Represent the organization in a detail oriented and service-focused manner through dependable communication and strong attention to detail

• 4-year Bachelor’s or Honours degree required
• Experience in customer service, customer support, or a related client-facing administrative role
• Working knowledge of Microsoft Office applications, including Outlook, Word, and Excel
• Familiarity with Salesforce or the ability to quickly learn CRM and policy-related systems
• Strong written and verbal communication skills, with bilingual abilities considered an asset
• High level of accuracy, patience, and attention to detail when handling documentation and record updates
• Ability to learn new processes quickly, follow direction effectively, and remain flexible as priorities change

bilingual abilities

• medical
• vision
• dental
• life and disability insurance
• 401(k) plan