Posted 5 months ago
Client Service Representative - Level 1
@ Brokerteam Insurance Group
Richmond, British Columbia
Overview
Brokerteam Insurance Group is hiring a Level 1 Client Service Representative to deliver client service, recommend products, and process new business, endorsements and renewals. The role requires a Level 1 General Insurance Licence, English proficiency, and attention to detail; Mandarin or Cantonese is an asset.
Responsibilities:
- Provide client service and recommend insurance products
- Process new business and endorsements
- Manage and remarket renewals
- Review insurer policy documentation for accuracy
- Maintain accurate records and digital documents
Requirements summary:
- Level 1 General Insurance Licence
- Minimum 1 year insurance experience preferred
- Excellent communication skills in English
- Knowledge of insurance coverages
- Attention to detail and team player
Tools & skills
Source and dates
Employer career site / ATS feed · adp
- Employer posting date
- 2026-06-04
- First seen by our source
- 2026-10-23
- Source record updated
- 2026-11-06
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Customer service |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English, Mandarin, Cantonese |
| Licences & certifications | Level 1 General Insurance Licence |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Brokerteam Insurance Group
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
BrokerTeam Insurance is a multilingual insurance brokerage made up of a people-first team that is focused on integrity, diversity and fairness. We have presence in Ontario, Alberta and Nova Scotia, and we are expanding across more provinces in Canada. Insurance advisors you can trust.
- LinkedIn followers
- 1,479
- People associated on LinkedIn
- 157
- Reported office locations
- 400-30 Leek Crescent, Richmond Hill, Ontario L4B 4N4, CA
- 201-596 Riverbend Square NW, Edmonton, Alberta T6R 2E3 , CA
- 878 Boyd Avenue, Ottawa, Ontario K2A 2E3, CA
- 7191 Yonge St, Unit 203, Thornhill, Ontario L3T 0C4, CA
- 1650 Elgin Mills Road E, Unit 403, Richmond Hill, Ontario L4B 1M5, CA
- 4355 Highway 7 East, Markham, Ontario L3R 1M1, CA
- 100 York Boulevard, Suite 601, Richmond Hill, Ontario L4B 1J8, CA
- #15, 2016 Sherwood Drive, Sherwood Park, Alberta T8A 3X3, CA
- 1475 Bedford Hwy, Suite 205, Bedford, Nova Scotia B4A 3Z5, CA
- 700-1816 Crowchild Trail NW, Calgary, Alberta T2M 3Y7, CA
- Unit 201-136, 17 Avenue NE, Calgary, Alberta T2E 1L6, CA
- Unit 41-2, Orchard Heights, Aurora, Ontario L4G 3W3, CA
- 345 Steeles Avenue E, Unit 301, Milton, Ontario L9T 3G6, CA
- 644 Millway Avenue, Unit 12B, Concord, Ontario L4K 4H4, CA
- Business categories
- Life Insurance
- Health Insurance
- Auto Insurance
- Commercial Insurance
- Other recorded names
- Brokerteam Insurance Group
- BrokerTeam Insurance
- Specialties
- Auto insurance
- Home insurance
- Commercial insurance
- Life insurance
- and Travel insurance
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
BrokerTeam Insurance is a multilingual insurance brokerage made up of a people-first team that is focused on integrity, diversity and fairness. We have presence in Ontario, Alberta and Nova Scotia, and we are expanding across more provinces in Canada. Insurance advisors you can trust.
| Field | Value |
|---|---|
| Industry | Insurance |
| Company size | 51-200 employees |
| Headquarters | Richmond Hill, Ontario |
| Organization type | Privately Held |
| Year founded | 2005 |
| Specialties | Auto insuranceHome insuranceCommercial insuranceLife insuranceand Travel insurance |
| Open jobs on Jobsy | 15 |
| View page |
Requirements:
-Level 1 General Insurance Licence
-Minimum 1 year of insurance experience (preferred not required)
-Excellent interpersonal, written and verbal communication skills
-Proficient in English; Mandarin/Cantonese an asset
-Proficient in Microsoft Word, Excel, Outlook; EPIC, Applied Rating Services, ICBC and other Insurers’ portals an asset
-Good technical insurance knowledge of coverages
-Excellent attention to detail to ensure accuracy
-Team player with strong work ethic
Duties and Responsibilities:
-provide outstanding service and recommend products to clients
-respond and process new business and endorsements
-manage renewals by reviewing and remarket as needed
-review and ensure accuracy of policy documentation from insurers
-maintain accurate records and digital documents for all transactions
-collaborate effectively with team members and support for producers
-prioritize duties effectively and proactively
-provide backup support for processing ICBC transactions and related duties, as needed
-perform other related duties and responsibilities as a CSR
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