Client Service Assistant - Commercial Insurance

BFL Canada; Halifax; On-site; CAD 40,000 - 50,000; Full time

Job summary

A leading insurance brokerage firm in Halifax is seeking a Client Service Assistant. This role involves preparing insurance certificates, managing client documents, and supporting the Commercial team. The ideal candidate should hold a diploma, have great organizational skills, and a year of insurance experience is preferred. Join a dynamic team that values growth and supports work-life balance with hybrid options.

Benefits

Competitive salary

Medical and dental coverage

Telemedicine

Employee and family assistance program

Retirement and savings programs

Wellness allowance

Year-round social activities and events

Qualifications

• At least 1 year of work experience in insurance is an asset.
• Pursuing CAIB or CIP designations is an asset.

Responsibilities

• Prepare certificates of insurance and automobile liability cards.
• Manage and update monthly bordereau.
• Assist with the preparation of renewal presentation 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.

Skills

Detail oriented

Excellent organizational skills

Strong verbal and written communication skills

Customer focused

Sales oriented

Ability to work independently and in a team

Education

College or university diploma

Tools

Microsoft Office suite

Job 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 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 Halifax 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 presentation 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

• College or university diploma is required.
• Detail oriented with excellent organizational and time management skills.
• At least 1 year of work experience in insurance is an asset.
• Strong verbal and written communication skills.
• Excellent knowledge of the Microsoft Office suite.
• Pursuing CAIB or CIP designations is an asset.
• Customer focused and sales oriented.
• Ability to work well independently and as part of a team.

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 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.

More about us

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