Client Support Trainee

Full-Time | 6-Month Contract → Full-Time Opportunity

Who This Role Is For

This is not a typical receptionist or admin role.

We’re looking for someone early in their career who wants to build a real skillset in business, sales, and client support. Not just answer phones.

You’ll start by handling day-to-day client support and operations, with opportunities to grow into a licensed Client Service Broker or Sales Broker role over time, subject to licensing requirements and successful completion of training.

If you’re hungry, coachable, and want to be in a fast-paced environment where performance matters, keep reading.

What You’ll Be Doing (Phase-Based Growth)

Months 0–2: Learn the Foundation

· Handle incoming calls, emails, and walk-in inquiries

· Support administrative quoting and policy processing activities under supervision

· Manage CRM tasks and client documentation

· Shadow senior brokers and learn brokerage operations and client service processes

Months 2–4: Client Support Development

· Assist licensed brokers with auto/home insurance quoting activities

· Follow up with warm leads for scheduling and information gathering

· Handle basic administrative client inquiries independently

Months 4–6: Increased Responsibility

· Support licensed brokers with client account servicing activities

· Assist with renewals and client retention efforts

· Help coordinate inbound lead follow-ups and client communications

· Participate in outbound follow-ups

Month 6: Decision Point

· Top performers may be considered for a full-time role as a Client Service Broker or Sales Advisor, subject to obtaining any required licensing (including RIBO licensing where applicable)

· Others will complete the contract and move on

What We’re Looking For

· Strong communication skills (you’re comfortable talking to people)

· High attention to detail (mistakes in this business matter)

· Coachable and open to feedback

· Organized and able to manage multiple tasks

· Positive attitude with a strong work ethic

Bonus (not required)

· Experience in customer service, sales, or admin roles

· Familiarity with tools like CRM systems, spreadsheets, or ticketing platforms

· RIBO Licensed

What You’ll Get

· Training in insurance operations, sales support, and client service

· Opportunity to pursue a licensed insurance career path

· Exposure to how a modern brokerage operates

· Performance-based bonuses as responsibilities grow

Compensation

· $38,000 - 40,000 Annually

· Performance bonuses tied to activity and growth

· Full-time offer + compensation increase for top performers at 6 months

How to Apply

· Email your resumes at ***email_hidden***

· Include a short note (3–5 sentences) answering this: Why do you want a role that can lead to sales or client advisory, instead of a traditional admin position?

** Applications without this will not be considered.

Truly Insurance (a div. of BrokerUnion Insurance Inc.) is a modern insurance brokerage focused on personal and business clients in Ontario. We move fast, value initiative, and invest in people who want to grow.

If you’re looking for a comfortable, repetitive admin role, this won’t be a fit.

If you’re looking to build a career and grow quickly, we’d like to meet you.