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BFL CANADA

Client Service Associate - Commercial Insurance

Edmonton, AB, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Experience: At least 2-3 years of insurance experience in a similar role
Posting language: English
Posted: Oct 1, 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 centre 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 Associate to join our team in our Edmonton office!

As a Client Service Associate in our Commercial department, you will be responsible to assist all existing parties in the team. You will be working closely with the Client Service Manager (CSM) and Client Executive (CE) to provide the highest quality service to clients by providing professional and accurate documentation.

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 Associate

Administrative

Print correspondence as needed and maintain policy files and/or electronic files to ensure that they are organized and up to date.
Process cover notes/binders, invoices, enclosure letters, memos, and other documentation as required
Prepare certificate lists at renewal and issues certificates of insurance as confirmed with the client.
Create abeyances, advise team, and follow up for outstanding items.
Process incoming mail and direct to the appropriate person on the team.
Update the renewal list as required.
Ensure all correspondence is accurate and flows in a timely
Update information in our internal management system as needed.

Accounting/Premium Finance

In conjunction with the CSM, monitor and follow up on outstanding client accounts receivables.
Work with the Accounting Department and insurers to resolve accounting discrepancies and related issues.
Organize and prepare premium financing, when required.

Client/Insurer

Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
Issue certificates of insurance from client requests/contracts and, in conjunction with the CSM, ensure the insurance program meets requirements.
With the CSM, contact insurers to confirm coverage and amend as needed.
Advise clients of any discrepancies between the insurance program and the insurance requirements.
Assist the CSM in preparing underwriting submissions and client proposals when required.
Obtain claims history from the internal system, Claims Department, or insurers at renewal or when required.
Request and follow up with insurers and clients for outstanding information, endorsements or documentation, as applicable.
Provide a first review of the policy documents and endorsements.

General

Follows BFL policies and procedures, including security and quality procedures, as currently set out and as amended from time to time.
Other miscellaneous duties and special projects as
Assist teammates accordingly to fulfill excellent client

Our Ideal Candidate

At least 2-3 years of insurance experience in a similar role
Level 1 license required, Level 2 preferred
Tactful, mature and professional attitude in both internal and external matters
Solid proficiency in Microsoft Office, especially Excel
Strong ability and creativity to create/produce reports and presentations
Excellent communication and interpersonal skills
A proactive, collaborative approach with a strong sense of accountability and initiative
Strong interest to develop in commercial insurance
Detail oriented and high level of accuracy

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.

Here at BFL our employees have the freedom to demonstrate their own creativity, leadership and entrepreneurship because we strongly believe in them. We are a national collaborative team that thrives in a fast-paced environment.

Office Information

Our Edmonton office is located near the University of Alberta, a convenient south-central location close to a variety of restaurants, cafés, and everyday amenities. The office is easily accessible by both car and public transit, providing employees with a comfortable and collaborative workplace in the heart of the city.

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

Learn more about us on our website: http://www.bflcanada.ca/

BFL CANADA is an equal opportunity employer.

We welcome and encourage applications from people with diverse abilities. BFL Canada is committed to fostering an environment that is diverse, equitable, inclusive and accessible to all. The diversity of our talents enables innovation and creativity through diverse backgrounds, different thinking and unique knowledge. 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.

Apply About employer

More about this job

Responsibilities

Support the Commercial Insurance team by maintaining policy files, processing insurance documentation, issuing certificates, and responding to client and insurer inquiries. Assist with account follow-up, premium financing, coverage reviews, underwriting submissions, claims history, and outstanding documentation.

Requirements

Candidates need at least 2–3 years of insurance experience in a similar role and a Level 1 insurance license; a Level 2 license is preferred. They should have strong Microsoft Office and Excel skills, excellent communication and interpersonal abilities, attention to detail, and a proactive, collaborative approach.

Skills

Commercial Insurance
Client Service
Policy Documentation
Insurance Certificates
Premium Financing
Accounts Receivable Follow-Up
Insurance Coverage Review
Underwriting Submissions
Claims History Research
Microsoft Office
Excel
Report and Presentation Creation
Written and Verbal Communication
Interpersonal Skills
Attention to Detail
Accuracy

Benefits

Medical Coverage
Dental Coverage
Telemedicine
Employee and Family Assistance Program
Retirement and Savings Programs
Hybrid Work Program
Wellness Allowance
Social Activities and Events
Continuing Education
Training and Development

Visa sponsorship

Not detected in the job text

Keywords

Commercial Insurance
Insurance Brokerage
Client Service
Client Service Manager
Client Executive
Level 1 Insurance License
Level 2 Insurance License
Policy Files
Cover Notes
Binders
Certificates of Insurance
Premium Financing
Accounts Receivable
Insurance Coverage
Underwriting Submissions
Client Proposals
Claims History
Endorsements
Microsoft Office
Excel
Reports
Presentations
Insurers
Policy Documentation
Accounting Discrepancies

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