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Added 4 mins ago
SA
International Admissions Officer
Southern Alberta Institute of Technology (SAIT)
Calgary, AB · Greater Calgary Metropolitan Area
- Temporary
…training offerings, industry applied research services, internal business intelligence department and our centre for international learners. Join a vibrant team focused on service,…
Added 4 mins ago
SA
Business Systems Analyst
Southern Alberta Institute of Technology (SAIT)
Calgary, AB · Greater Calgary Metropolitan Area
- Temporary
Reporting to the Business Solutions Architect, the Business Systems Analyst acts as a key liaison between business needs and technology solutions. This role combines application…
Added 4 mins ago
BG
Director, Business Development, Pension Risk Transfer
BMO Groupe financier
Toronto, ON
- Full-time
We are seeking an experienced Director, Business Development, Pension Risk Transfer (PRT) to join BMO Insurance’s growing Global Institutional Solutions team. The Director will play an…
Added 4 mins ago
B
Bilingual Facility Services Manager (EN/FR)
BGIS
Montreal, QC
- Full-time
We value transparency in our hiring processes. Please note, artificial intelligence may be used in certain stages to screen, assess, or select applicants, however, a human reviewer makes…
Added 4 mins ago
V
Head of Strategic Alliances – ISV Partnerships (Industry Verticals)
VoPay
Vancouver, BC
- Full-time
You will become the trusted industry expert inside VoPay for your assigned verticals, bringing valuable market intelligence back into the organization while helping shape our product…
Added 4 mins ago
PC
Resourcing and Deployment Senior Associate, Assurance (Bilingual FR/EN)
PwC Canada
Montreal, QC
- Full-time
…alignment with firm’s strategic priorities, achievement of business metrics, resolving unassigned clients and reallocations for new CSS…
Added 4 mins ago
TR
Leasing Manager, Retail
Taylor Ryan Executive Search Partners
Vancouver, BC
- $90,000 to $110,000 CAD / year
- Full-time
With a strong and experienced team, including a number of long-tenured professionals, the business offers a collaborative working environment built on industry knowledge, stability and…
Added 4 mins ago
BG
Director, Business Development, Pension Risk Transfer
BMO Groupe financier
Montreal, QC
- Full-time
We are seeking an experienced Director, Business Development, Pension Risk Transfer (PRT) to join BMO Insurance’s growing Global Institutional Solutions team. The Director will play an…
Added 4 mins ago
SC
Part Time Baker Helper - Admirals Thrifty Foods
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Victoria, BC
- Part-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 4 mins ago
M
Optometry Coordinator
Medcan
Toronto, ON
- $47,831 to $65,767.25 CAD / year
- Full-time
Liaise and collaborate with Product Manager and Clinical Manager on business and operational initiatives, reporting, and product development.
Added 4 mins ago
C
Financial Service Representative II
CIBC
Leamington, ON
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…
Added 4 mins ago
C
Sr. Consultant, Enterprise Scheduling Engineering
CIBC
Toronto, ON
- Full-time
…You’ll work closely with partners across technology and the business to deliver practical solutions that support both current needs and future…
Added 4 mins ago
C
Client Engagement Associate [Hourly]
CIBC
Killarney, MB
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 18 mins ago
B
Director, Business Development, Pension Risk Transfer
BMO
Toronto, ON · Montreal, QC · YNG
- Full-time
We are seeking an experienced Director, Business Development, Pension Risk Transfer (PRT) to join BMO Insurance’s growing Global Institutional Solutions team. The Director will play an…
Added 18 mins ago
SI
Retail Print & Services Supervisor
Staples Inc.
Bowmanville, ON
- Full-time
…sales, and maintain operational excellence. Your passion for the business will shine through as you guide your team in assisting customers with solutions, products, and services, while also…
Added 18 mins ago
BE
Intermediate Geotechnical Engineer (Numerical Modelling Specialist) - All Locations
BGC Engineering
Vancouver, BC
- Full-time
BGC is committed to maintaining a safe work environment to ensure the health and safety of employees while on business travel and during field assignments. To meet travel and client…
Added 18 mins ago
PA
Automotive Sales Representative
Pfaff Automotive Partners Inc.
Thornhill, ON
- Full-time
Generate referral and repeat business opportunities.
Added 33 mins ago
O
Principal Software Developer
OpenText
Waterloo, ON
- Full-time
We are seeking an experienced Principal Software Developer responsible for the design and implementation of services for ingestion, classification and extraction of content from business…
Added 33 mins ago
Z
Solutions Architect
Zazz
Canada
- Full-time
Win new business. Take leads from first call to signed contract: discovery, solution, proposal, negotiation, close. New revenue is your primary measure.
Added 33 mins ago
P
Manager, Processing
Premier
London, ON
- Full-time
We are looking for a Manager, Processing, to lead the day-to-day work of our Processing Team. You'll make sure new business, renewals, endorsements, cancellations, policy issuance,…
Added 33 mins ago
CF
Finance AI Student
Cavendish Farms
Dieppe, NB
- Full-time
Currently enrolled in a post-secondary program in Business or Finance (preferred), or in Information Systems, Data Analytics, Computer Science or a related field
Added 33 mins ago
HT
Master Data Mgmt Analyst
Husky Technologies
Bolton, ON
- Full-time
…people. Our success is possible because of the creativity, intelligence and passion of our people around the world and their desire to lead change. At the same time, we are not afraid to…
Added 33 mins ago
HT
Advanced Applications Blow Molding Specialist
Husky Technologies
Bolton, ON
- Full-time
…people. Our success is possible because of the creativity, intelligence and passion of our people around the world and their desire to lead change. At the same time, we are not afraid to…
Added 33 mins ago
HT
PD Software for Service
Husky Technologies
Bolton, ON
- Full-time
…people. Our success is possible because of the creativity, intelligence and passion of our people around the world and their desire to lead change. At the same time, we are not afraid to…
Added 33 mins ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
…people. Our success is possible because of the creativity, intelligence and passion of our people around the world and their desire to lead change. At the same time, we are not afraid to…

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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