New job at BFL CANADA (via |

Client Service Assistant

September 25 2019
Industries Bank, Insurance, Financial services
Categories Customer Service, Call Centres, Bank, Insurance, Financial Services, Customer service
Winnipeg, MB


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 Canada. The firm has a team of over 700 professionals located in eighteen offices across the country. 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 130 countries around the world.

Here at BFL our employees have the freedom to demonstrate their own creativity, leadership and entrepreneurship because we strongly believe in them. We are a national collaborative team that thrives in a face-paced environment.

BFL CANADA is looking for a Client Service Assistant for its Winnipeg Office!

The primary purpose of this position is to assist the Client Service Manager (CSM) & the Client Service Representative (CSR) to ensure the team meets company objectives and quality service to clients, colleagues, and insurers.


  • Issues certificates of insurance from client requests/contracts and, in conjunction with the CSM/CSR, ensures the insurance program meets requirements.
  • Set up new clients in Epic
  • Scan & attach policy docs to EPIC ( CSM/CSR will give the docs to CSA with instructions advising where to scan & how to name it)
  • Process invoices and enclosure letters as instructed by the CSM/CSR
  • Printing liability cards: pinks, NOA
  • Issuing template letters for Liability cards and mailing them
  • Attaches open & closed claim notices & submits to claim department
  • Process return mail
  • Issuance of Surety Documents
  • Prepares Presentation of Policy Documentation in Binders for clients
  • When required prepares file folders for policy/correspondence (stickers & labels)
  • 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


  • Minimum 2 year insurance experience
  • Level 1 license
  • Extremely detailed
  • Must be completely client focused and 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
  • Positive attitude and a desire to grow
  • Willingness to go beyond the job description
  • Good knowledge of Microsoft Word, Outlook, Excel, and PowerPoint


  • You will be working in a thriving, progressive and well-established insurance brokerage company
  • Competitive salary, group insurance benefits, and RRSP matching plans from your first day
  • A culture that encourages and supports continued education


Our BFL Winnipeg office is located in the heart of downtown, accessible by transit, near the BELL MTS Place (home of the Winnipeg Jets) and the upcoming True North Square. There is an amazing variety of restaurants available, and we are only a short walk away from Food Truck Ally by the legislator grounds.

Let’s stay in touch: follow us on LinkedIn to see what we are up to and check out our other job openings.

Learn more about us on our website:

BFL CANADA is an equal opportunity employer.

We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Apply now!