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Client Service Manager


Posted 20 Days Ago1559288

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 Manager in our Edmonton Office!

If you’re someone who thrives in a fast paced environment, enjoys negotiating, building relationships, can work well in a team and autonomously, is detail oriented and customer centric, the Client Service Manager role at BFL Canada is for you!



  • Proactively manages a book of business by reviewing the client’s exposure and loss history and proposing appropriate coverages and/or solutions. Where necessary, develops account strategies, presentations, and other forms of communication with client.

  • Ensures maximum retention of book by providing exceptional client service by regularly contacting existing clients to ensure quality service is being delivered and needs are met and exceeded. 

  • Responds to telephone calls and written inquiries from clients and marketing team in a timely and professional manner.

  • Submit to marketing all renewals and endorsements in a timely and efficient manner.

  • Prepares proposals for new and renewal business.

  • Reviews policy wordings and other documentation for accuracy and completeness and prepare request for Policy Replacing cover note.

  • Participates in industry functions and targeted public relations activities.

  • On program review for preparation of underwriting submissions for accuracy and coverage checklists

  • Maintains appropriate documentation for various accounts and/or correspondence.

  • Requests and follows up with marketing team for outstanding information, endorsements or policy documentation including review of all policy wordings and other documentation for accuracy and completeness and as required, notes and corrects errors.

  • Notes any changes by highlighting on processing form for processors to clearly identify requirements

  • Creates abeyances and follows up for outstanding items from marketers and clients.

  • Monitors and does second follow ups on outstanding client receivables; if not attained, brings to Client Executive attention.

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

  • Works with Accounting to resolve accounting discrepancies and related issues.

  • Follows BFL policies and procedures, including security and quality procedures, as currently set out and as amended from time to time and ensures CSA’s also comply

  • Other miscellaneous duties and special projects as required.



  • Has a level 2 license

  • At least 3 years of experience as a Client Service Manager

  • Must have technical knowledge of product area or industry

  • Must be completely client focused

  • Good knowledge of markets and their policy wording

  • Good quantitative skills and personal computer literacy

  • Excellent communication skills, both written and verbal

  • Can independently carry out assignments and has ability to work well with others throughout the organization


Reports to: Regional Vice President, Alberta

Contact Information