Client Service Representative

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 Calgary office

As a Client Service Representative on our Global team, you will be responsible to assist all existing parties in the team. You will be working closely with your team, which consists of a Client Service Assistant, Client Service Manager, and Client Executive(s) to provide the highest quality service to clients by supplying professional and accurate documentation.

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

• Print correspondence as needed and maintain policy files and/or electronic files to ensure that they are organized and up to date. 
• Process cover notes/binders, invoices, enclosure letters, memos, and other documentation as required. 
• Prepare certificate lists at renewal and issues certificates of insurance as confirmed with the client. 
• Create abeyances, advise Team, and follow up for outstanding items. 
• Process incoming mail and direct to the appropriate person on the Team. 
• Update the renewal list as required. 
• Ensure all correspondence is accurate and flows in a timely manner.
• Update information in our internal management system EPIC 

Accounting/Premium Finance

• In conjunction with the CSM, monitor and follow up on outstanding client accounts receivables.
• Work with the Accounting Department and insurers to resolve accounting discrepancies and related issues. 
• Organize and prepare premium financing, when required. 

Client/Insurer

• Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner. 
• Issue certificates of insurance from client requests/contracts and, in conjunction with the CSM, ensure the insurance program meets requirements.
• With the CSM, contact insurers to confirm coverage and amend as needed. 
• Advise clients of any discrepancies between the insurance program and the insurance requirements. 
• Assist the CSM in preparing underwriting submissions and client proposals when required.
• Obtain claims history from the internal system, Claims Department, or insurers at renewal or when required. 
• Request and follow up with insurers and clients for outstanding information, endorsements or documentation, as applicable. 
• Provide a first review of the policy documents and endorsements.

General

• Follows BFL policies and procedures, including security and quality procedures, as currently set out and as amended from time to time. 
• Other miscellaneous duties and special projects as required.
• Assist teammates accordingly to fulfill excellent client service.

Our Ideal Candidate

• Minimum 2 years Commercial Insurance experience.
• Alberta Level 1 license.
• Insurance designation, CIP or CAIB preferred.
• Good knowledge of Microsoft Word and Excel
• Strong verbal and written communication skills
• Excellent organizational skills
• Demonstrated excellence in time management
• Detail oriented
• Customer focused and sales orientated
• Energetic and flexible
• Ability to work well and independently
• Ability to work as part of a team and with others throughout the organization.

About BFL CANADA

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 1,450 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.

Office Information 

Our Calgary office is situated in Kensington, ten minutes away from the Peace Bridge. Employees often enjoy walking along the river during their lunch break with Princes Island being close by. Our office is easily accessible for employees by car and public transit and there are bike racks in our building

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

Learn more about us on our website: 

BFL CANADA is an equal opportunity employer.

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. Accommodations are available on request for candidates taking part in all aspects of the selection process.

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

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