Commercial Insurance Broker - Commercial Insurance

BFL Canada; Southwestern Ontario; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading insurance brokerage firm in Waterloo is seeking a Client Service Representative. The ideal candidate has 5-7 years of experience in insurance brokerage and holds a degree in business or finance. Responsibilities include reviewing underwriting information, managing submissions, and ensuring client satisfaction. This role offers competitive salaries and numerous benefits in a hybrid work arrangement.

Benefits

Generous medical and dental coverage

Employee and family assistance program

Retirement and savings programs

Wellness allowance

Qualifications

• 5-7 years of experience in insurance brokerage.
• Good knowledge of the MS Office Suite.
• Strong analytical and problem-solving skills.

Responsibilities

• Collect and review underwriting information from clients.
• Issue and format insurance submissions and client presentations.
• Respond to clients on insurance request certificates.

Skills

Customer service orientation

Strong analytical skills

Effective time management

Organizational skills

Education

University degree in business or finance

Insurance broker's license issued by the AMF

Tools

MS Office Suite (Excel, Outlook, Word)

Job description

Overview

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 event.

Position

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

Responsibilities

• Collect and review underwriting information from clients.
• Issue and format insurance submissions and client presentations.
• Translate and review documentation.
• Prepare invoicing instructions.
• Respond to clients on insurance request certificates.
• Follow up and review policies, endorsements, and invoices.
• Organize and track deliverables and deadlines for the team EPIC filing.

Our Ideal Candidate

• 5-7 years of experience in insurance brokerage.
• University degree (preferably in business or finance).
• Insurance broker's license issued by the AMF.
• Good knowledge of the MS Office Suite (Excel, Outlook, and Word).
• Customer service oriented.
• 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 1400 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.

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Equal Employment Opportunity

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.

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