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Added 3 mins ago
HI
Insurance Advisor, Mobile Auto
HUB International
Richmond, BC
- Full-time
We are BC’s largest Insurance Broker and looking for individuals to grow with us! A career at HUB means your career opportunities are endless. From auto, personal or commercial lines,…
Added 18 mins ago
V
Technical and Regulatory Specialist
Veolia
Ottawa, ON
- Full-time
Disposal Broker Pricing: Maintain waste disposal pricing including sourcing and updating rates as required by the branches. Identify materials that lack pricing and source both outlets, as…
Added 18 mins ago
P
Manager, Processing
Premier
London, ON
- Full-time
· Work closely with Underwriters to align processing support with underwriting priorities and broker needs.
Added 34 mins ago
S
Sr. CRM Account Executive
ServiceNow
Montreal, QC
- Full-time
…fraud and disputes management to decedent, trade exceptions, broker/dealer servicing, etc - to execute uniform information, predictive AI, and unmatched operational…
Added 48 mins ago
A
New Accounts Administrator
Aviso
Toronto, ON
- $46,000 to $55,000 CAD / year
- Full-time
Added 48 mins ago
V|
Technical and Regulatory Specialist
Veolia | North America
Ottawa, ON
- Full-time
Disposal Broker Pricing: Maintain waste disposal pricing including sourcing and updating rates as required by the branches. Identify materials that lack pricing and source both outlets, as…
Added 49 mins ago
SI
Sales Producers – Commercial & Personal Lines
StoneRidge Insurance Brokers
Vancouver, BC
- Full-time
Strong communication, organizational, and problem-solving skills, with proficiency in Microsoft Office and broker management systems
Added 1 hour ago
Claims Assistant
Munich Re
Toronto, ON
Added 1 hour ago
NC
Client Manager, Personal Insurance
NFP Corp
Hamilton, ON · London, ON · Markdale, ON · Markham, ON · Mississauga, ON · Oshawa, ON · Ottawa, ON · Sudbury, ON · Timmins, ON · Windsor, ON
- Full-time
Excellent computer skills expected including fluency in Broker management systems – EPIC & ARS fluency are an asset
Added 1 hour ago
B
Customs Clerk
Berendsen
Oakville, ON
- Part-time
Added 1 hour ago
DI
AVP, Broker Marketing
Definity Insurance Company
Toronto, ON
- Full-time
Definity Insurance is building a modern marketing organization that strengthens our brand, deepens broker relationships, and supports profitable growth.
Added 1 hour ago
S
Risk Evaluator Specialist
SGI
Regina, SK · Saskatoon, SK
- Full-time
Manages Commercial Express valuation and 3rd Party Vendor RCT review and draft program, including broker portal tool settings.
Added 1 hour ago
MB
Senior Product Manager
Martyn Bassett Associates
Mississauga, ON
- Full-time
Added 2 hours ago
IF
Business Development, Account Manager
Intact FC
Calgary, AB
- Full-time
Implement business development activities adapted to the respective realities of the brokers (segmentation and broker profile), then adapt his/her approach and strategies accordingly.
Added 2 hours ago
IG
Customs Compliance Officer
Insight Global
Mirabel, QC
- $39 to $50 CAD / hour
- Contract
Added 2 hours ago
BC
Client Service Representative
BFL CANADA
Waterloo, ON
- Full-time
Good knowledge of Broker Portals, EPIC, CSR 24 and CompuQuote is an asset
Added 2 hours ago
A
Manager, Sales Compensation
Aviso
Toronto, ON
- $110,000 to $135,000 CAD / year
- Full-time
Added 3 hours ago
DI
Senior Manager, Digital Experience and Growth
Definity Insurance Company
Toronto, ON
- Full-time
…growth, maintain digital brand integrity, and deliver seamless broker and customer journeys across our digital…
Added 3 hours ago
VE
Technical and Regulatory Specialist
Veolia Environnement SA
Ottawa, ON
- Full-time
Disposal Broker Pricing: Maintain waste disposal pricing including sourcing and updating rates as required by the branches. Identify materials that lack pricing and source both outlets, as…
Added 5 hours ago
OT
Director, FICC, Global Trading – Total Fund Management
Ontario Teachers' Pension Plan
Toronto, ON
- Full-time
Maintain strong and professional broker/dealer relationships to ensure efficient coverage in all relevant markets.
Added 5 hours ago
UC
Guidewire Transformation Manager
Us3 Consulting
Toronto, ON
- $160,000 to $195,000 CAD / year
- Full-time
Partner with underwriting, claims, billing, actuarial, product, and broker distribution teams to improve business processes.
Added 5 hours ago
LC
International Trades Specialist
Linamar Corporation
Kitchener, ON
- Full-time
Added 5 hours ago
MP
Prime Residential Broker – Move to Dubai
McCone Properties
Vancouver, BC
- Full-time
Added 8 hours ago
J
Commercial Lines Team Lead
JobsMedia.io
Toronto, ON
- Full-time
At Hello World Recruitment, we specialize in identifying and offering top-tier Insurance Broker opportunities across North America.
Added 17 hours ago
BA
RIBO Licensed Insurance Broker
BIG Acton
Acton, ON
- Contract
OTL-licensed advisors committed to completing the RIBO pathway are also welcome to connect. A valid RIBO licence is required before undertaking P&C broker duties.

BFL CANADA

Client Service Representative

Waterloo, ON, N2J 1R1, Canada

The expected salary for this role ranges from $65,000 to $75,000. · Full-time

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Job details

Pay: The expected salary for this role ranges from $65,000 to $75,000.
Job type: Full-time
Experience: Minimum 3 years industry related experience
Posting language: English
Posted: Nov 2, 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 Representative to join our team in our waterloo office!

As a Client Service Representative, you will be responsible to maintain and service a profitable book of business based upon the company’s objectives and individual business plans.

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 representative

Actively manage your renewal book of business including identifying opportunities to upsell and cross sell in support of growth initiatives
Request and follow up with insurers and/or clients for outstanding information, endorsements or policy documentation.
Prepare proposals for renewals and new business.
Respond to telephone calls and written inquiries from clients and underwriters.
Negotiating with Insurers and/or changes, renewals and new business where applicable.
Review policy wordings and other documentation for accuracy and completeness and as required, notes and corrects errors.
Create abeyance and follow up for outstanding items from underwriters, markets and clients.
Market own new business and renewals when necessary
Issue Certificates of Insurance, Pink Slips and other documentation as required on your book as well as supporting the team when required
Create and manage Financing Contracts/Payment options for clients
Monitor and follow up on outstanding client’s receivables.
Responsible for monthly Bordeaux, where required
Invoice and manage receivables.
Other miscellaneous duties and special projects as required.

Our ideal candidate

Minimum 3 years industry related experience
Professional designation required (RIBO)
Good knowledge of markets and their policy wordings
Strong verbal and written communication skills
Ability to work well independently, as part of a team
Strong experience with Microsoft Office applications
Good knowledge of Broker Portals, EPIC, CSR 24 and CompuQuote is an asset
Effective time management and organizational skills
Customer focused and service oriented.
High attention to detail.

This posting is for an existing vacancy created position.

The expected salary for this role ranges from $65,000 to $75,000. 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.

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: www.bflcanada.ca

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. Accommodation is available on request for candidates taking part in all aspects of the selection process.

BFL CANADA does not use any Artificial Intelligence tool or technology to screen, evaluate, or select applicants.

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 Representative is responsible for managing a book of business, including renewals, upselling, and cross-selling opportunities. They will also handle client inquiries, negotiate with insurers, and ensure all policy documentation is accurate and complete.

Requirements

Candidates must have at least 3 years of industry-related experience and hold a professional RIBO designation. Strong communication skills, attention to detail, and proficiency with Microsoft Office and insurance software are required.

Skills

Client service
Insurance brokerage
Risk management
Renewal management
Upselling
Cross selling
Policy documentation
Negotiation
Microsoft Office
Broker portals
EPIC
CSR 24
CompuQuote
Time management
Organizational skills
Customer service

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
RIBO
Renewals
Underwriting
Policy Wordings
Certificates of Insurance
Financing Contracts
Receivables
Bordeaux
Microsoft Office
EPIC
CSR 24
CompuQuote
Customer Service
Hybrid Work
Insurance Broker

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