We are looking for a Client Service Manager to join our Programs team in our Toronto office!

As a Client Service Manager , you will be responsible for delivering a high-quality client experience through effective relationship management, responsive service delivery, and operational coordination. This role acts as the primary day-to-day liaison for clients, ensuring inquiries are handled efficiently while supporting the broader advisory and servicing team.

If you are career-minded and looking for a dynamic work environment with a growth mindset, you will love working among our team!

Your Day as a Client Service Manager

Client Relationship Management

- Serve as a key point of contact for the associated stakeholders.

- Build and maintain strong, trust-based client relationships through proactive communication

- Support ongoing client stewardship, including regular check-ins and service reviews

Client Inquiries & Service Delivery

- Manage and respond to client inquiries in a timely, professional manner

- Coordinate with internal teams and external partners to resolve service issues

- Ensure clear, concise communication of coverage, processes, and next steps to clients

Policy & Administrative Support

- Oversee day-to-day servicing activities including documentation, renewals, and policy changes

- Maintain accurate client records and ensure compliance with internal processes

- Support the delivery of insurance programs and associated service requirements

Marketing & Growth Support

- Assist with the execution of client communications, presentations, and marketing initiatives

- Support proposal development and onboarding of new clients

- Identify opportunities to enhance the client experience and deepen relationships

Team Coordination & CSR Oversight

- Provide direction and support to Client Service Representatives (CSRs) handling daily servicing tasks

- Ensure consistency, accuracy, and timeliness across all client deliverables

- Act as a central coordinator between producers, CSRs, and specialty teams

Our Ideal Candidate

• University degree in business or finance or a DEC in Insurance and financial services.
• RIBO License.
• 7-10+ years of experience in client service, account management, or insurance servicing.
• Experience supporting advisors, brokers, or financial services teams preferred.
• Good knowledge of the MS Office Suite (Excel, Outlook, and Word).
• Strong communication and organizational skills with a client-first mindset.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong analytical and problem-solving skills.
• Effective time management and organizational skills.

This posting is for an existing vacancy position.

The expected salary for this role ranges from 90,000$ to 135,000$. Annual salary will be determined by factors including prior experience, location, business segment, and relevance of the candidate's skills to the role.

#LI-Hybrid