Client Service Assistant – Commercial Insurance

2 weeks ago

Waterloo, 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 work-life balance with our hybrid work program, wellness allowance, and year-round social activities and events.

We are looking for a Client Service Assistant to join our team in our Waterloo office

As a Client Service Assistant, you will be responsible to assist the Client Service Manager and the Client Service Representative to ensure the Commercial team meets company objectives and 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 Assistant

Prepare certificates of insurance and automobile liability cards (pink slips). Manage and update monthly bordereau. Assist with the preparation of renewal presentations and new business proposals. Prepare client manuals. Follow up on policies and endorsements. Prepare and update Excel spreadsheets. Prepare cover notes, invoices, and letters for clients. Pull MVRs. Complete Word Sensa policy comparison. Request loss experience from insurers.

Our Ideal Candidate

At least 1 year of work experience in Commercial Insurance. College or university diploma is required. RIBO licensed. Customer focused and sales oriented. Ability to work well independently and as part of a team. Strong verbal and written communication skills. Good knowledge of the MS Office Suite (Excel, Outlook, and Word) Strong analytical and problem-solving skills. Effective time management and organizational skills.

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

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

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.

#LI-Hybrid

  • Commercial Insurance Assistant

    2 weeks ago

    Waterloo, Ontario, Canada BFL Canada Full time

    We are seeking a highly motivated and organized Commercial Insurance Assistant to join our team in Waterloo. As a key member of our Commercial team, you will be responsible for assisting the Client Service Manager and Client Service Representative in ensuring the team meets company objectives and provides quality service to clients, colleagues, and...

  • Commercial Insurance Assistant

    1 week ago

    Waterloo, Ontario, Canada BFL Canada Full time

    We are seeking a highly skilled and detail-oriented Commercial Insurance Assistant to join our team in Waterloo.As a Commercial Insurance Assistant, you will play a crucial role in supporting our Client Service Manager and Client Service Representative to ensure the Commercial team meets company objectives and provides exceptional service to clients,...

  • Account Manager

    4 months ago

    Waterloo, Canada SLS Insurance Brokers Ltd Full time

    Dynamic firm with a diverse client portfolio specialized in Commercial Insurance, Niche and Speciality Lines. The immediate role is to support the President and Owner of the firm in managing Transportation Insurance both small-mid-sized accounts and larger clients. **Title: Commercial Account Manager** **Location**: Waterloo, ON - In Office **Company**:...

  • Account Manager

    5 months ago

    Waterloo, Canada SLS Insurance Brokers Ltd Full time

    Dynamic firm with a diverse client portfolio specialized in Commercial Insurance, Niche and Speciality Lines. The immediate role is to support the President and Owner of the firm in managing Transportation Insurance both small-mid-sized accounts and larger clients. **Title: Commercial Account Manager** **Location**: Waterloo, ON - In Office **Company**:...

  • Commercial Insurance Assistant

    1 week ago

    Waterloo, Ontario, Canada BFL Canada Full time

    About the RoleWe are seeking a highly skilled Commercial Insurance Assistant to join our team in Waterloo. As a key member of our Commercial team, you will be responsible for providing exceptional client service and support to our clients, colleagues, and insurers.Key ResponsibilitiesPrepare certificates of insurance and automobile liability cards (pink...

  • Commercial Insurance Assistant

    6 days ago

    Waterloo, Ontario, Canada BFL Canada Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Service Assistant to join our Commercial Insurance team in Waterloo. As a key member of our team, you will be responsible for providing exceptional service to our clients, colleagues, and insurers.Key ResponsibilitiesPrepare certificates of insurance and automobile liability cards (pink...

  • Account Manager

    5 months ago

    Waterloo, Canada SLS Insurance Brokers Ltd Full time

    **Opportunity**: Exciting opportunity to join a dynamic firm with a diverse client portfolio specialized in Commercial Insurance, Niche and Speciality Lines. The immediate role is to support the President and Owner of the firm in managing Transportation Insurance both small-mid-sized accounts and larger clients. **Description**: Not only will the role focus...

  • Account Manager

    5 months ago

    Waterloo, Canada SLS Insurance Brokers Ltd Full time

    **Opportunity**: Exciting opportunity to join a dynamic firm with a diverse client portfolio specialized in Commercial Insurance, Niche and Speciality Lines. The immediate role is to support the President and Owner of the firm in managing Transportation Insurance both small-mid-sized accounts and larger clients. **Description**: Not only will the role focus...

  • Account Manager

    5 months ago

    Waterloo, Canada SLS Insurance Brokers Ltd Full time

    **Opportunity**: Exciting opportunity to join a dynamic firm with a diverse client portfolio specialized in Commercial Insurance, Niche and Speciality Lines. The immediate role is to support the President and Owner of the firm in managing Transportation Insurance both small-mid-sized accounts and larger clients. **Description**: Not only will the role focus...

  • Client Service Manager

    5 months ago

    Waterloo, 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...

  • Commercial Insurance Assistant Role

    3 days ago

    Waterloo, Ontario, Canada BFL Canada Full time

    We are seeking a skilled Client Service Assistant to collaborate with our Commercial team and contribute to our company’s objectives.As a Client Service Assistant, you will be responsible for providing exceptional support to the Client Service Manager and the Client Service Representative.Your key responsibilities will include:Preparing certificates of...

  • Commercial Insurance Broker

    2 weeks ago

    Waterloo, Ontario, Canada BFL Canada Full time

    Unlock Your Career PotentialWe are seeking a highly motivated and experienced Commercial Insurance Broker (Client Service Representative) to join our team in our Waterloo office.As a Commercial Insurance Broker (Client Service Representative), you will be responsible for maintaining and servicing a profitable book of business based on the company's...

  • Insurance Commercial Account Manager

    5 months ago

    Waterloo, Canada SLS Insurance Brokers Ltd Full time

    **Opportunity**: Exciting opportunity to join a dynamic firm with a diverse client portfolio specialized in Commercial Insurance. The immediate role is to support the President and Owner of the firm in managing both small-mid-sized accounts and larger clients. **Description**: Not only will the role focus on support and service there is a Marketing aspect...

  • Commercial Insurance Broker

    5 months ago

    Waterloo, 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...

  • Commercial Insurance Broker

    5 months ago

    Waterloo, Canada BFL Canada Full time

    Job Details Description **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...

  • Commercial Csr

    4 months ago

    Waterloo, Canada Chad Management Group Full time

    Commercial CSR - Insurance Other responsibilities of this position include: - Providing quotes for commercial insurance policies - Processing claims - Answering customer questions - Building relationships with clients - Staying up-to-date on the latest insurance trends Qualifications for this position include: - Bachelor's degree in business or a related...

  • Insurance Account Manager

    5 months ago

    Waterloo, Canada SLS Insurance Brokers Ltd Full time

    Dynamic firm with a diverse client portfolio specialized in Commercial Insurance, Niche and Speciality Lines. The immediate role is to support the President and Owner of the firm in managing Transportation Insurance both small-mid-sized accounts and larger clients. **Title: Commercial Account Manager** **Location**: Waterloo, ON - In Office **Company**:...

  • Commercial Insurance Broker

    4 weeks ago

    Waterloo, Ontario, Canada BFL Canada Full time

    About the RoleWe are seeking a highly skilled Commercial Insurance Broker to join our team in our Waterloo office. As a Commercial Insurance Broker, you will be responsible for maintaining and servicing a profitable book of business based on the company's objectives and individual business plans.Key ResponsibilitiesRequest and follow up with insurers and/or...

  • Commercial Insurance Broker

    4 weeks ago

    Waterloo, Ontario, Canada BFL Canada Full time

    About the RoleWe are seeking a highly skilled Commercial Insurance Broker to join our team in our Waterloo office. As a Commercial Insurance Broker, you will be responsible for maintaining and servicing a profitable book of business based on the company's objectives and individual business plans.Key ResponsibilitiesRequest and follow up with insurers and/or...

  • Commercial Insurance Broker

    4 months ago

    Waterloo, 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...