Client Service Assistant (Commercial Transportation)

September 9 2020
Industries Bank, Insurance, Financial services
Categories Account receivables, Accounting, Finance, Bank, Insurance, Financial Services, Customer Service, Call Centres, Transport, Logistics, Supply Chain, Purchasing
Langley, BC


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 Canada. The firm has a team of over 700 professionals located in eighteen offices across the country. BFL CANADA is a founding Partner of Lockton Global LLP, a Partnership of independent insurance brokers who provide Risk Management, Insurance and Benefits Consulting services in over 130 countries around the world.

Here at BFL 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.



  • Prints correspondence as needed and maintains policy files and/or electronic files (EPIC) to ensure that they are organized and up to
  • Processes cover notes/binders, invoices, enclosure letters, memos, and other documentation as required or works with the Central Processing Unit to produce the same.
  • Prepares certificate lists at renewal and issues certificates of insurance as confirmed with the
  • Creates abeyances, advises Team, and follows up for outstanding
  • Processes incoming mail and directs to the appropriate person on the
  • Updates the renewal list as
  • Ensures all correspondence is accurate and flows in a timely

Accounting/Premium Finance

  • In conjunction with the CSM, monitors and follows up on outstanding client accounts receivables.
  • Works with the Accounting Department and insurers to resolve accounting discrepancies and related
  • Organizes and prepares premium financing, when


  • Responds to telephone calls and written inquiries from clients and underwriters in a timely and professional
  • Issues certificates of insurance from client requests/contracts and, in conjunction with the CSM, ensures the insurance program meets requirements. With the CSM, contacts insurers to confirm coverage and amend as Advises clients of any discrepancies between the insurance program and the insurance requirements.
  • Assists the CSM in preparing underwriting submissions and client proposals when required.
  • Obtains claims history from EPIC, Claims Department, or insurers at renewal or when
  • Requests and follows up with insurers and clients for outstanding information, endorsements or documentation, as
  • Provides a first review of the policy


  • Follows BFL policies and procedures, including security and quality procedures, as currently set out and as amended from time to
  • Other miscellaneous duties and special projects as required


  • Minimum 2 years Commercial insurance experience or relevant insurance education
  • Level 2 license preferred (insurance designation, CIP or CAIB preferred) or working towards
  • Extremely detailed
  • Must be completely client focused and service oriented
  • Maintenance of licensing requirements/continuing education
  • Excellent communication skills, listening, verbal, and written
  • Ability to work well independently, as part of a team, and with others throughout the organization
  • Positive attitude and a desire to grow
  • Willingness to go beyond the job description
  • Good knowledge of Microsoft Word, Outlook, Excel, and PowerPoint


  • 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


This position is located in Langley, just off highway #1 by Walnut Grove. We are close to Maple Ridge and Pitt Meadows, connected by the Golden Ears Bridge.

Let’s stay in touch: follow us on LinkedIn to see what we are up to and check out our other job openings.

Learn more about us on our website:

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