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 agile 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 Client Service Representative to join our team in our waterloo office!
As a Client Service Representative, you will be responsible to maintain and service a profitable book of business based upon the company’s objectives and individual business plans.
Your day as a client service representative

Actively manage your renewal book of business including identifying opportunities to upsell and cross sell in support of growth initiatives
Request and follow up with insurers and/or clients for outstanding information, endorsements or policy documentation.




Respond to telephone calls and written inquiries from clients and underwriters.
Review policy wordings and other documentation for accuracy and completeness and as required, notes and corrects errors.
Issue Certificates of Insurance, Pink Slips and other documentation as required on your book as well as supporting the team when required
Other miscellaneous duties and special projects as required.

Good knowledge of markets and their policy wordings
Strong experience with Microsoft Office applications
Good knowledge of Broker Portals, EPIC, CSR 24 and CompuQuote is an asset
Customer focused and service oriented.
This posting is for an existing vacancy created position.
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. Thanks to its Local International Office Network of independent brokers (LION), BFL CANADA provides clients with privileged access to insurance partners in over 140 countries, helping to support their operations both in Canada and globally.
Visit our website to learn more about us:
The diversity of our talents enables innovation and creativity through diverse backgrounds, different thinking, and unique knowledge. Accommodation is available on request for candidates taking part in all aspects of the selection process.
BFL CANADA does not use any Artificial Intelligence tool or technology to screen, evaluate, or select applicants.

📌 Client Service Representative - Insurance (Waterloo)
🏢 BFL CANADA Career
📍 Waterloo