Commercial Insurance Broker

2 weeks ago

Winnipeg, Manitoba, Canada BFL CANADA Full time

We offer more than a job, we offer a career

  • We support our employees to shape their careers 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 Commercial Insurance Broker (Client Service Representative) to join our team in our Winnipeg 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.

You will assist the Client Service Manager (CSM) in providing the highest quality service to clients, colleagues, and insurers.

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

  • Maintains electronic files (EPIC) to ensure that they are organized and up to This includes policy documentation and wordings to be attached in EPIC as well as update accordingly utilizing the naming conventions
  • Set up new clients in EPIC
  • Processes invoices, enclosure letters, and other documentation as
  • Prepares Presentation of Policy Documentation in Binders for clients
  • Issues certificates of insurance from client requests/contracts and, in conjunction with the CSM, ensures the insurance program meets requirements.
  • Printing liability cards: pinks, NOA
  • Issuing template letters for Liability cards and mailing them
  • With the CSM, contacts insurers to confirm coverage and amend as
  • With the CSM, advises clients of any discrepancies between the insurance program and the insurance
  • Reviews policy wordings and other documentation for accuracy and completeness
  • Prepares certificate lists at renewal and issues certificates of insurance in conjunction with the CSA as confirmed with the
  • Creates abeyances, advises Team, and follows up for outstanding
  • Ensures all correspondence is accurate and flows in a timely
  • Organizes and prepares premium financing, when
  • Follows BFL policies and procedures, including security and quality procedures, as currently set out and as amended from time to
  • Other miscellaneous duties and special projects as required
  • 3+ years Commercial insurance experience
  • Level 2 license or Level 1 license working towards a Level 2 License (insurance designation, CIP or CAIB preferred
  • Client service oriented
  • Maintenance of licensing requirements/continuing education
  • Excellent communication skills, listening, verbal, and written
  • Ability to work well independently, as part of a team, and with others throughout the organization
  • Working knowledge of EPIC will be an asset
  • Good knowledge of Microsoft Word, Outlook, Excel, and PowerPoint

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.


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 more than 1300 professionals located in 27 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.


Let's stay in touch:
follow us on LinkedIn to get privileged access to our activities and see our other job opportunities.

Offers of employment at BFL CANADA are conditional u

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