Client Service Representative
4 weeks ago
Client Service Representative - Global Apply for the Client Service Representative - Global role at BFL CANADA. We offer more than a job, we offer a career What We Offer Support for career growth through continued education and training. Personal and professional growth opportunities through engaging projects. Values of integrity, respect, diversity, and community support. Entrepreneurship, innovation, and collaboration at the core of our values. Competitive salaries and benefits, including medical and dental coverage, telemedicine, employee assistance, and retirement savings programs. Work‑life balance with a hybrid program, wellness allowance, and year‑round social activities. Job Responsibilities As a Client Service Representative on our Global team, you will assist all existing parties and work closely with the Client Service Assistant, Manager, and Executive(s) to provide high‑quality service. Your Day as a Client Service Representative Print and maintain correspondence and files. Process cover notes, invoices, and other documentation. Prepare certificate lists and issue certificates of insurance. Create abeyances, advise the team, and follow up on outstanding items. Process incoming mail and route to appropriate team member. Update renewal lists and ensure accurate, timely correspondence. Update information in the internal management system EPIC. Accounting / Premium Finance Monitor and follow up on outstanding client accounts receivable. Resolve accounting discrepancies with Accounting Department and insurers. Organize and prepare premium financing when required. Client / Insurer Respond to phone calls and written inquiries from clients and underwriters. Issue certificates of insurance and ensure program compliance. Coordinate with insurers to confirm coverage and amend as needed. Advise clients on discrepancies between program and requirements. Assist with underwriting submissions and client proposals. Obtain claims history and follow up on outstanding information. Provide initial review of policy documents and endorsements. General Follow BFL policies and procedures, including security and quality protocols. Perform miscellaneous duties and special projects as required. Collaborate with teammates to deliver excellent client service. Our Ideal Candidate Minimum 2 years of commercial insurance experience. Alberta Level 1 license. Insurance designation (CIP or CAIB) preferred. Proficiency with Microsoft Word and Excel. Strong verbal and written communication skills. Excellent organizational and time‑management skills. Detail oriented and customer focused. Sales‑oriented, energetic, and flexible. Ability to work independently and as part of a team. About BFL CANADA Founded in 1987, BFL CANADA is one of the largest employee‑owned risk management, insurance brokerage, and benefits consulting firms in North America, with over 1,450 professionals across 27 offices. Office Information Our Calgary office is located in Kensington, near the Peace Bridge. Employees enjoy easy access by car, public transit, and bike racks. Let’s stay in touch: follow us on LinkedIn for updates and other opportunities. Equal Opportunity Statement BFL CANADA is an equal‑opportunity employer and welcomes applications from people with diverse abilities. We are committed to fostering a diverse, equitable, inclusive, and accessible environment. Accommodations are available on request for all aspects of the selection process. #J-18808-Ljbffr
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Client Services Representative
1 day ago
Calgary, Alberta, Canada KaizenLAB Full time $40,000 - $60,000 per yearSummary Our Client Service Representative or CSR, is responsible for all tasks related to client services are completed in a timely and efficient manner. The CSR is the lead member of a two-person team devoted to assisting a key list of clients in which they develop, grow, and are incentivized on the overall success of the client relationship. Job DutiesTo...
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Client Service Representative
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Calgary, Canada Gemstone Lights Full time**Job Title**: Client Service Representative (Administrative Support) - Calgary, AB_ | _Full-Time, On-Site_ **About Gemstone Lights** Gemstone Lights is a leader in innovative lighting systems, specializing in high-quality, permanent outdoor lighting solutions. We are dedicated to delivering outstanding customer experiences and supporting our growing...
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Client Service Representative
4 weeks ago
Calgary, Canada BFL CANADA Full timeClient Service Representative - Global Apply for the Client Service Representative - Global role at BFL CANADA. We offer more than a job, we offer a career! What We Offer Support for career growth through continued education and training. Personal and professional growth opportunities through engaging projects. Values of integrity, respect, diversity, and...
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Client Service Representative
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Calgary, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Client Service Representative
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Calgary, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Client Service Representative
1 week ago
Calgary, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
