Insurance Client Services Specialist | Hybrid & Growth

BFL Canada; Southwestern Ontario; Hybrid; CAD 65,000 - 75,000; Full time

Job summary

BFL CANADA in Waterloo is hiring a Client Service Representative to manage a profitable book of business and support growth objectives.

The ideal candidate has at least 3 years of industry experience, holds a RIBO designation, and is proficient with Microsoft Office, broker portals, and policy wordings. The role offers a hybrid work arrangement and a salary between $65,000 and $75,000 per year.

Qualifications

• Minimum 3 years industry related experience.
• Professional designation required (RIBO).
• Good knowledge of markets and their policy wordings.
• Strong verbal and written communication skills.
• Ability to work well independently and as part of a team.
• Experience with Microsoft Office applications and broker portals is an asset.

Responsibilities

• Actively manage renewal book of business and identify opportunities to upsell and cross-sell.
• Request and follow up with insurers/clients for information and policy documentation.
• Prepare proposals for renewals and new business.
• Respond to inquiries from clients and underwriters.
• Negotiate with insurers on changes, renewals and new business.
• Review policy wordings and documentation for accuracy and completeness.

Skills

Verbal and written communication

Customer service mindset

Time management

Teamwork

Attention to detail

Education

RIBO designation

Tools

Microsoft Office

Broker Portals

EPIC

CSR 24

CompuQuote

Job description

BFL CANADA in Waterloo is hiring a Client Service Representative to manage a profitable book of business and support growth objectives.

The ideal candidate has at least 3 years of industry experience, holds a RIBO designation, and is proficient with Microsoft Office, broker portals, and policy wordings. The role offers a hybrid work arrangement and a salary between $65,000 and $75,000 per year.