Posted yesterday
Client Service Representative
@ BFL CANADA
Waterloo, Ontario
Overview
BFL CANADA is hiring a full-time Client Service Representative in its Waterloo office to manage and grow a renewal book of insurance business. The role covers renewals, certificates, client billing and insurer negotiations, and the posting states a salary of $65,000 to $75,000 with a hybrid work program and benefits starting day one.
Responsibilities:
- Manage renewal book of business and upsell
- Prepare renewal and new business proposals
- Negotiate with insurers on changes and renewals
- Review policy wordings and correct errors
- Issue certificates of insurance and invoices
Requirements summary:
- Minimum 3 years industry experience
- RIBO professional designation required
- Good knowledge of markets and policy wordings
- Strong verbal and written communication
- Strong Microsoft Office experience
Tools & skills
Source and dates
Employer career site / ATS feed · ultipro
- Employer posting date
- 2026-11-05
- First seen by our source
- 2026-11-05
- Source record updated
- 2026-11-05
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Customer service |
| Experience | 3+ years |
| Hours per week | 40 (estimated) |
| Schedule | day |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | RIBO |
| Perks mentioned | Retirement plan, Wellness, Paid training, Home office allowance |
Summary and details written by AI from the posting; the employer’s posting is the authority.
BFL CANADA
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
BFL CANADA is one of the largest employee-owned and operated commercial insurance brokerage and consulting services firms in Canada. Founded in 1987 by Barry F. Lorenzetti, BFL CANADA has over 1,500 employees in Canada. Our professionals are located in 27 cities across the country and include specialists in sectors such as Directors and Officers Liability, Financial Institutions, Professional Liability, Construction, Surety Bonds, Cargo and International Logistics, Architects and Engineers, Health and Pharmaceutical, Real Estate and Transportation. BFL CANADA strongly believes in the benefits of working in partnership with clients. Our company has experienced tremendous growth, due to our reliability in executing our mandates and our persistence in "delivering the goods". Our passion for the business and our desire to meet and exceed the expectations of clients are key to delivering our services - our clients’ loyalty attests to this. Originally built on niches, for over 38 years BFL CANADA has carved a place for itself in all economic sectors, thus competing with major U.S. brokerage firms. Our client base is made up of a wide range of Canadian and international organizations, as well as major associations and groups. With the specific needs of each client in mind, we help them define their particular risk management strategy, advise them, and explore the best possible solutions for their particular situation. Financial Services Firm / Cabinet de services financiers BFL CANADA is a registered trade-mark of First Lion Holdings Inc. used under license by its subsidiaries, which include BFL CANADA Risk and Insurance Services Inc. and BFL CANADA Benefits.
- LinkedIn followers
- 24,900
- People associated on LinkedIn
- 1,547
- Reported office locations
- 2001, McGill College, Suite 2200, Montreal, Quebec H3A 1G1, CA
- 1177 West Hastings Street, Suite 200, Vancouver, British-Columbia V6E 2K3, CA
- 200 - 1167 Kensington Crescent NW, Calgary, Alberta T2N 1X7, CA
- 181 University Avenue, Suite 1700, Toronto, Ontario M5H 3M7, CA
- 3448 Stanley, Montreal, Quebec H3A 1R8, CA
- 200-1167 Kensington Crescent Northwest, Calgary, Alberta T2N 1X7 , CA
- 313-9426 51 Avenue, Edmonton, Alberta T6E 5A6, CA
- 45 Westwind Drive, Hammonds Plains, Nova Scotia B3Z 1K6 , CA
- 108-347 Leon Avenue, Kelowna, British Columbia V1Y 8C7, CA
- 343 Preston St, Suite 410, Ottawa, Ontario K1S 1N4, CA
- 2590, boulevard Laurier, Bureau TBC 600, Quebec, Quebec G1V 4M6, CA
- 100-230 Lake Street, Red Deer County, Alberta T4E 1B9, CA
- 181 University Avenue, Suite 2010, Toronto, Ontario M5H 3M7, CA
- 1177 West Hastings Street, Suite 200, Vancouver, British Columbia V6E 2K3, CA
- 187 King Street, Suite 205, Waterloo, Ontario N2J 1R1, CA
- 110-444 St. Mary Avenue, Winnipeg, Manitoba R3C 3T1 , CA
- 2550 Boulevard Daniel-Johnson, Laval, Quebec H7T 2L1, CA
- 306-1595 Bedford Hwy, Bedford, Nova Scotia B4A 3Y4 , CA
- 385 Victoria St, Prince George, British Columbia V2L 2J6, CA
- 465 Richmond St, Suite 300, London, Ontario N6A 5P4, CA
- 409 3rd Avenue South, 307, Saskatoon, Sasktachewan S7K 5R5, CA
- 104-650 TransCanada Highway, Salmon Arm, British Columbia V1E 2S6, CA
- 100 King Street West, Suite 2400, Hamilton, Ontario L8P 1A2, CA
- 46 Anson Avenue, Unit 9, Amherst, Nova Scotia B4H 4R2, CA
- 231 Place North, 99009 102 Street, Suite 302, Grande Prairie , Alberta TBV 2V4, CA
- Business categories
- Employee Benefits
- Risk Management
- Professional Services
- Insurance
- Other recorded names
- BFL CANADA
- Specialties
- Risk management consulting
- Assessment of insurance needs
- Development of invitations to tender
- Review of contracts/leases
- Employee benefits consulting
- Claims management services
- Risk control consulting / loss prevention
- Évaluation des besoins d'assurance
- Développement d'appels d'offres
- Conseil en avantages sociaux
- Services de gestion des réclamations
- Révision de contrats/baux
- Conseil en contrôle des risques et préventions des pertes
- and Conseil en gestion de risques
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
BFL CANADA is one of the largest employee-owned and operated commercial insurance brokerage and consulting services firms in Canada. Founded in 1987 by Barry F. Lorenzetti, BFL CANADA has over 1,500 employees in Canada. Our professionals are located in 27 cities across the country and include specialists in sectors such as Directors and Officers Liability, Financial Institutions, Professional Liability…
| Field | Value |
|---|---|
| Industry | Insurance |
| Company size | 1,001-5,000 employees |
| Headquarters | Montreal, Quebec |
| Organization type | Privately Held |
| Year founded | 1987 |
| Specialties | Risk management consultingAssessment of insurance needsDevelopment of invitations to tenderReview of contracts/leasesEmployee benefits consultingClaims management servicesRisk control consulting / loss preventionÉvaluation des besoins d'assuranceDéveloppement d'appels d'offresConseil en avantages sociaux |
| Open jobs on Jobsy | 26 |
| View page |
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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