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Added 2 mins ago
MI
Director, Nexus, Client Delivery
MUFG Investor Services
Toronto, ON
- $165,000 to $175,000 CAD / year
- Full-time
…range of leading solutions from fund administration, middle-office outsourcing, custody, foreign exchange, trustee services and depository to securities lending and other banking…
Added 2 mins ago
B
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- Contract
…Manager. Join a dynamic Wealth Management Technology Delivery Office supporting critical programs in a large, versatile banking environment. The successful candidate will manage complex,…
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- Full-time
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- $63 to $68 CAD / hour
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Added 3 mins ago
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Added 3 mins ago
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VP, Strategy and Performance Management, Capital Markets
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Added 17 mins ago
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Added 17 mins ago
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Added 17 mins ago
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Added 17 mins ago
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Senior Underwriter, Commercial Lines
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…team! This position can be located in our Vancouver or Victoria office. This role is a permanent full-time hybrid position that requires a minimum of 2 days per week working in your…

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 5, 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
Renewal
Underwriting
Policy wordings
Client relations
Receivables
Invoicing
Bordeaux
Financing contracts
Microsoft Office
EPIC
CSR 24
CompuQuote
Hybrid work
Customer service

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