Client Service Manager

2 weeks ago


Kitchener, Ontario, Canada BFL CANADA Full time

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 worklife balance with our hybrid work program, wellness allowance, and yearround social activities and events.

We are looking for a Client Service Manager to join our team in our Waterloo office
As a Client Service Managere, you will be responsible to provide support to our Producers and service their clients.

This position will also provide, where required, exemplary service and products to new and existing clients by building and fostering strong relationships with insurers and other industry service providers.

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 Manager

  • Manage accounts independently from A to Z.
  • Negotiate with insurers and conduct marketing exercises for new and renewal business.
  • Prepare proposals for new and renewal business.
  • Respond to telephone calls and written inquiries from clients and underwriters.
  • Review policy wordings and other documentation for accuracy and completeness.
  • Assist in developing marketing and client presentations.
  • Monitor and follow up on outstanding client's receivable.
  • Coordinate the client service team to ensure client needs are satisfied
  • Other miscellaneous duties and special projects as required.
  • College diploma and a minimum of 5+ years of work experience in insurance.
  • RIBO licensed.
  • Solid understanding of commercial property, liability and auto insurance.
  • Strong verbal and written communication skills.
  • Excellent knowledge of EPIC is an asset and Microsoft Excel and Word is required.
  • Familiar with a paperless environment is an asset.
  • Customer focused and sales oriented.
  • Ability to work well independently and as part of a team.
  • Detail oriented with excellent organizational and time management skills.
  • CIP and /or CRM designations are an asset.

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 1000 professionals located in 24 offices across the country.

Our employees have free rein to demonstrate their creativity, leadership and entrepreneurial skills since we believe in each one of them.

BFL CANADA is a founding Partner of Lockton Global LLP, a partnership of independent insurance brokers who provide Risk Management, Insurance and Benefits Consulting services in over 140 countries around the world.


More about us
Our BFL Waterloo office is located at 187 King Street South.

Easily accessible by public transit, our office is close to a plethora of top-notch restaurants, ideal for enjoyable lunches or drinks after work.


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:

Offers of employment at BFL CANADA are conditional upon satisfactory results of background verifications.

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