Commercial Insurance Broker

BFL CANADA Risk and Insurance; Winnipeg; On-site; CAD 50,000 - 70,000; Full time

Job summary

BFL CANADA Risk and Insurance is seeking a Commercial Insurance Broker (Client Service Representative) in Winnipeg. The role involves maintaining a profitable book of business and assisting clients with high-quality service. Ideal candidates have 3+ years of commercial insurance experience and strong communication skills. Join a dynamic team that values integrity, respect, and professional growth.

Benefits

Generous medical and dental coverage

Telemedicine services

Employee and family assistance program

Retirement and savings programs

Hybrid work program

Wellness allowance

Year-round social activities and events

Qualifications

• 3+ years of commercial insurance experience.
• Maintains licensing requirements and continuing education.

Responsibilities

• Maintain and service a profitable book of business according to company objectives.
• Assist the Client Service Manager in providing high-quality service.
• Process invoices and prepare policy documentation.

Skills

Client service-oriented

Excellent communication skills

Ability to work independently

Proficient in Microsoft Word

Proficient in Microsoft Outlook

Proficient in Microsoft Excel

Proficient in Microsoft PowerPoint

Working knowledge of EPIC

Education

Level 2 license or working towards it

Insurance designation (CIP or CAIB preferred)

Job description

We offer more than a job, we offer a career!

• We support our employees to shape their careers 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 Commercial Insurance Broker (Client Service Representative) to join our team in Winnipeg!

As a Client Service Representative, you will be responsible for maintaining and servicing a profitable book of business according to the company's objectives and individual business plans. You will assist the Client Service Manager (CSM) in providing high-quality service to clients, colleagues, and insurers.

Your Day as a Client Service Representative

• Maintain electronic files (EPIC) to ensure organization and currency, including policy documentation and wordings, using proper naming conventions.
• Set up new clients in EPIC.
• Process invoices, enclosure letters, and other documentation.
• Prepare presentation of policy documentation in binders for clients.
• Issue certificates of insurance from client requests/contracts and ensure the insurance program meets requirements in conjunction with the CSM.
• Print liability cards (pink slips, NOA).
• Issue template letters for liability cards and mail them.
• Coordinate with insurers to confirm and amend coverage as needed, in collaboration with the CSM.
• Advise clients of discrepancies between their insurance program and documentation.
• Review policy wordings and documentation for accuracy and completeness.
• Prepare certificate lists at renewal and issue certificates of insurance with the CSA.
• Create abeyances, advise the team, and follow up on outstanding items.
• Ensure all correspondence is accurate and timely.
• Organize and prepare premium financing when applicable.
• Follow BFL policies and procedures, including security and quality standards.
• Perform other duties and special projects as required.

Our Ideal Candidate

• 3+ years of commercial insurance experience.
• Level 2 license or working towards it (insurance designation, CIP or CAIB preferred).
• Client service-oriented.
• Maintains licensing requirements and continuing education.
• Excellent communication skills—listening, verbal, and written.
• Ability to work independently, in a team, and across organization levels.
• Working knowledge of EPIC is an asset.
• Proficient in Microsoft Word, Outlook, Excel, and PowerPoint.

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 firms in North America, with over 1300 professionals across 27 offices. We value creativity, leadership, and entrepreneurial spirit in our team. BFL CANADA is a founding partner of Lockton Global LLP, serving over 140 countries worldwide.

Stay connected: Follow us on LinkedIn for updates and job opportunities.

Learn more about us at: www.bflcanada.ca

We are committed to diversity, equity, inclusion, and accessibility. Accommodations are available upon request for all candidates. Employment offers are conditional upon background verification results.