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Added 26 mins ago
T
Financial Planner - Edmonton
TD
AB
- Full-time
…protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team understands that helping clients set and achieve their financial goals while…
Added 26 mins ago
D
Wealth Management Advisor
Desjardins
Saint-Hyacinthe, QC · Caisse Desjardins de la Région de Saint-Hyacinthe
- Full-time
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Added 26 mins ago
D
Personal Finance Advisor, University Graduate
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
Mutual fund representative certificate – Autorité des marchés financiers, obtained or in the process of being obtained
Added 41 mins ago
H
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Cambridge, ON
- Full-time
Previous customer service, hospitality, retail, or sales experience is an asset but is not required. We provide comprehensive paid training to help you succeed.
Added 41 mins ago
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Added 41 mins ago
Accounts Payable Clerk, Financial Accounting & Reporting
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…2SLGBTQIA+ to apply to support our goal for our workforce to be representative of the patients, families, and communities that we care for at all job…
Added 56 mins ago
SP
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Added 1 hour ago
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Added 1 hour ago
C
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- Full-time
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Added 1 hour ago
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Added 1 hour ago
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Customer Service Rep – On-Site (Bilingual: French / English)
Concentrix
Chatham-Kent, ON · Chatham, ON
- Full-time
Join a world-class team in Chatham, as a French Bilingual Customer Service Representative! At Concentrix, we’re looking for passionate game-changers to deliver exceptional customer…
Added 1 hour ago
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Customer Service Rep (Travel Enthusiast) On-Site
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- Full-time
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Added 1 hour ago
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Customer Service / Inside Sales Rep (On-Site)
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Oshawa, ON
- Full-time
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Added 1 hour ago
E
Field Service Representative / Représentant(e) de service sur le terrain
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- Full-time
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Added 1 hour ago
Représentant(e) au service à la clientèle et logistique // Logistics & Customer Service Rep.
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Added 1 hour ago
BC
Client Service Representative - Mississauga Office
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- Full-time
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Added 1 hour ago
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Added 1 hour ago
BC
Client Service Assistant
BFL CANADA
Waterloo, ON
- Full-time
As a Client Service Assistant, you will be responsible to assist the Client Service Manager and the Client Service Representative to ensure the Commercial team meets company objectives and…
Added 2 hours ago
D
Business Development Manager GTA
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- Full-time
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Added 2 hours ago
Delivery Driver
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Added 2 hours ago
B
Customer Service Representative
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Toronto, ON
- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 3 hours ago
SA
Sales Representative
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Halifax, NS
- Full-time
Colonial Honda is looking for a Sales Representative to join our team in Halifax, Nova Scotia!
Added 4 hours ago
HE
Customer Service Executive
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Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
…events, and brand experiences. We’re looking for a Customer Service Representative who enjoys working with people, learning new skills, and being part of a…
Added 4 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…

BFL CANADA

Client Service Assistant

Waterloo, ON, N2J 1R1, Canada

The expected salary for this role ranges from $50,000 to $65,000. · Full-time

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Job details

Pay: The expected salary for this role ranges from $50,000 to $65,000.
Job type: Full-time
Experience: At least 1 year of work experience in insurance is an asset.
Posting language: English
Posted: Oct 29, 2026

Original job description

We offer more than a job, we offer a career!

We support our employees to shape their career by encouraging continuing education and investing in training and development.
We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding.
We inspire people to do what they are passionate about by believing in integrity, respect and recognition of diversity and community support.
We are a dynamic team where entrepreneurship, innovation and collaboration are at the core of our values.
We offer competitive salaries and a multitude of benefits starting day one including generous medical and dental coverage, telemedicine, employee and family assistance program, and retirement and savings programs.
We recognize the importance of work-life balance with our hybrid work program, wellness allowance, and year-round social activities and events.

We are looking for a Client Service Assistant to join our team in our Waterloo office!

As a Client Service Assistant, you will be responsible to assist the Client Service Manager and the Client Service Representative to ensure the Commercial team meets company objectives and quality service to clients, colleagues, and insurers.

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 assistant

Prepare certificates of insurance and automobile liability cards (pink slips).
Manage and update monthly bordereau.
Assist with the preparation of renewal presentation and new business proposals.
Prepare client manuals.
Follow up on policies and endorsements.
Prepare and update Excel spreadsheets.
Prepare cover notes, invoices, and letters for clients.
Pull MVRs.
Complete Word Sensa policy comparison.
Request loss experience from insurers.

Our ideal candidate

College or university diploma is required.
Detail oriented with excellent organizational and time management skills.
At least 1 year of work experience in insurance is an asset.
Strong verbal and written communication skills.
Excellent knowledge of the Microsoft Office suite.
RIBO licensed an asset.
Customer focused and sales oriented.
Ability to work well independently and as part of a team.

This posting is for an existing vacancy position.

The expected salary for this role ranges from $50,000 to $65,000. Annual salary will be determined by factors including prior experience, location, business segment, and relevance of the candidate’s skills to the role.

Who we are

Founded in 1987 by Barry F. Lorenzetti, BFL CANADA is one of the largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America. The firm has a team of over 1,500 professionals located in 27 offices across the country. Thanks to its Local International Office Network of independent brokers (LION), BFL CANADA provides clients with privileged access to insurance partners in over 140 countries, helping to support their operations both in Canada and globally.

Our BFL Toronto office is located in beautiful downtown, in the core of the Financial District. Easily accessible by public transit, our office is close to a plethora of top-notch restaurants, ideal for enjoyable lunches or drinks after work. Let’s stay in touch: follow us on LinkedIn to get privileged access to our activities and see our other job opportunities.

Let’s stay in touch: Follow us on LinkedIn to get privileged access to our activities and see our other job opportunities.

Visit our website to learn more about us: bflcanada.ca

BFL CANADA is an equal-opportunity employer. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Offers of employment at BFL CANADA are conditional upon satisfactory results of background verifications.

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More about this job

Responsibilities

The Client Service Assistant supports the Commercial team by preparing insurance documentation, managing client files, and ensuring quality service delivery. They are responsible for tasks such as preparing certificates of insurance, updating spreadsheets, and assisting with renewal presentations.

Requirements

Candidates must hold a college or university diploma and possess strong organizational and communication skills. At least one year of insurance experience and a RIBO license are considered assets for this role.

Skills

Insurance
Customer service
Microsoft Office
Data entry
Communication
Organizational skills
Time management
Sales oriented
Detail oriented
Policy management
Excel
Word
Insurance certificates
Teamwork

Benefits

Medical coverage
Dental coverage
Telemedicine
Employee and family assistance program
Retirement and savings programs
Wellness allowance
Hybrid work program

Visa sponsorship

Not detected in the job text

Keywords

Insurance
Risk Management
Brokerage
Client Service
Microsoft Office
Excel
Word
RIBO
Automobile liability
Policy management
Commercial insurance
Customer focused
Sales oriented
Administrative support
Data management

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