New job at BFL CANADA (via |

Client Service Representative

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 Representative for its Winnipeg Office!

The primary purpose of this position is to assist the Client Service Manager (CSM) in providing the highest quality service to clients, colleagues, and insurers.


  • Maintains electronic files (EPIC) to ensure that they are organized and up to date. This includes policy documentation and wordings to be attached in EPIC as well as update accordingly.
  • Follows the process as set for ECAT.
  • Processes cover notes/binders, invoices, enclosure letters, proposals and other documentation as required.
  • Issues certificates of insurance from client requests/contracts and, in conjunction with the CSA, ensures the insurance program meets requirements.
  • With the CSM, contacts insurers to confirm coverage and amend as needed.
  • With the CSM, advises clients of any discrepancies between the insurance program and the insurance requirements.
  • Assists the CSM in preparing underwriting submissions and client proposals when required.
  • 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 client.
  • Requests and follows up with insurers for quotes, outstanding information, endorsements or policy documentation.
  • Creates abeyances, advises Team, and follows up for outstanding items.
  • Obtains claims history from EPIC, Claims Department, or insurers at renewal or when required.
  • Ensures all correspondence is accurate and flows in a timely manner.
  • In conjunction with the CSM, monitors and follows up on outstanding client accounts receivables.
  • Works with the Accounting Department and insurers to resolve accounting discrepancies and related issues.
  • Organizes and prepares premium financing, when required.
  • 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


  • Minimum 5 years Commercial insurance experience or relevant insurance education
  • Level 2 license (insurance designation, CIP or CAIB preferred) or working towards
  • 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 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!