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Client Service Assistant


Posted 19 Days Ago1559286

Company Information

BFL CANADA is a leading employee-owned and operated commercial insurance brokerage and consulting services firm in 12 cities across Canada. The key to our success has always been our passionate and engaged team, now composed of 600 professionals with vast experience and expertise. Here at BFL, our motto is work hard, play hard and we’re not afraid to prove it! 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 fast-paced environment.


  • 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

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Job Description

BFL CANADA is looking for a Client Service Assistant for its Edmonton Office!

The primary purpose of this position is to assist the team to provide the highest quality service to clients.

If you are looking for a dynamic work environment, keep reading!



  • Issues cover notes/binders, invoices, policies, enclosure/clarification letters, memos, and other documentation as required

  • Prepares proposals for new and renewal businesses

  • Assists in organizing renewals- Draft correspondence to prepare client renewals from initial contact until renewal is complete

  • Reviews policy wordings and other documentation for accuracy and completeness and as required, corrects errors and reviews notes

  • Works closely with Client Service Managers (CSM) to manage issuance of certificates of insurance and other duties

  • Requests and follows up with insurers for outstanding information, endorsements or policy documentation

  • Creates abeyances for outstanding items from underwriters, marketers and clients and works with CSMs and Client Executives to complete outstanding tasks

  • Obtains underwriting information from CSMs and Client Executives and creates submissions and/or summaries for underwriters

  • Assists in the preparation of audits

  • Obtains claims history from underwriters and liaises with claims department to have claims history ready to accompany new and renewal submissions to underwriters

  • Processes incoming mail and directs to appropriate personnel within the department

  • Follows corporate policies and procedures

  • Monitors and follows up on outstanding clients’ accounts receivable

  • Resolve accounting discrepancies and related issues

  • Works with Client Executives in researching, developing and managing prospect database

  • Organizes and prepares premium financing, when required

  • Other miscellaneous duties and special projects as required


    • University degree or Professional insurance designation (CIP, CAIB, CRM) preferred, or equivalent work experience

    • Level 1 license and desire/willingness to work towards Level 2

    • Customer focused and service oriented

    • Strong sense of responsibility and takes initiative

    • Strong verbal and written communication skills

    • Effective time management/organizational skills. Detailed oriented.

    • Accustom to fast paced environments

    • Good project management skills and ability to carry out research

    • Ability to work well independently and as part of a team and with others throughout the organization

    • Strong computer skills including good knowledge of Microsoft Word, Outlook, EPIC, Excel


Reports to: Regional Vice President, Alberta

Contact Information