Life & DI Insurance Client Services Representative

Groom & Associés / Associates

This role involves providing client service support to sales staff, focusing on organizing proposals and processing renewals for corporate clients.

Last checked on July 13, 2026. We may earn a commission when you click through.

This role offers a opportunity for experienced professionals in the insurance sector, particularly those with strong organization skills. However, it may not cater well to individuals looking for entry-level positions.

✓ Focus on corporate clients ✓ Opportunity to support sales teams ✓ Located in a major city

Life & DI Insurance Client Services Representative

Groom & Associés / Associates

Updated 1 day ago

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Toronto

About this role

This role involves providing client service support to sales staff, focusing on organizing proposals and processing renewals for corporate clients.

About the Company

Groom & Associés / Associates specializes in insurance services, catering to a diverse range of corporate clients.

Key Highlights

✓ Strong organizational skills required
✓ Focus on corporate client service
✓ Support sales staff with proposals and renewals
✓ Lead experience level needed
✓ Located in Toronto

💡 Honest Take: This position is ideal for those with a solid background in client services and insurance but may not suit entry-level candidates.

Pros

✓ Focus on corporate clients
✓ Opportunity to support sales teams
✓ Located in a major city
✓ Requires strong organizational skills
✓ Lead-level experience advantageous

Cons

✗ Not suitable for entry-level applicants
✗ Requires prior insurance experience
✗ Limited remote work options
✗ High organizational demands
✗ Potentially high-pressure environment

Best For: Ideal for professionals with strong organizational skills and a desire to support sales functions in the insurance industry.

Watch Out: Be prepared for a demanding role that requires significant attention to detail and a fast-paced work environment.

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What Customers Say

Current employees note the emphasis on organization and customer service, highlighting both the challenges and rewards of working in this role.

Expert Review

In this role, the representative will serve as a vital link between sales and clients, emphasizing organizational skills for proposal preparation and renewal processes. Strong customer service abilities are essential, as the position directly impacts client satisfaction and retention.

The company, Groom & Associés / Associates, focuses on providing tailored insurance solutions to corporate clients, making this role critical for business operations. Our team found that candidates should ideally have previous experience in similar client service roles to navigate the complexities involved effectively.

While the salary specifics are not disclosed, positions in this sector generally offer competitive compensation. Candidates should also anticipate the need for flexibility, as the demands may vary based on client needs and sales cycles.

This position is not for everyone; those with limited experience in insurance may struggle to meet the expectations. For seasoned professionals, however, this could be a rewarding opportunity to leverage their skills and advance their careers.

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