Job Description

Position: Client Service Representative (CSR)

Overview

Are you ready to elevate your career with one of Canada’s largest employee-owned insurance firms? BFL CANADA is opening a new office in Barrie, ON, and is seeking a Client Service Representative to manage and service a profitable commercial book of business. This is an entrepreneurial environment where innovation and professional growth are at the core of the culture.

Your Day as a Client Service Representative

Underwriting Liaison: Request and follow up with insurers and clients for endorsements, policy documentation, and missing data.
Proposals & Renewals: Prepare comprehensive insurance proposals for new prospects and existing renewals.
Communication Hub: Act as the primary point of contact for telephone and written inquiries from both clients and underwriters.
Strategy & Negotiation: Partner with Client Executives and Managers to negotiate favorable terms, renewals, and new business changes.
Audit & Compliance: Review policy wordings for accuracy, ensuring all documentation is complete and error-free.
Administrative Flow: Manage “abeyance” (follow-up) systems to ensure no tasks or documents from underwriters or clients are missed.
Financial Management: Monitor and follow up on outstanding client receivables and handle monthly invoicing.
Advanced Reporting: Responsible for monthly Bordeaux (detailed itemized reports of insurance transactions) where required.

Job Data Table

Feature	Details
Company Name	BFL CANADA Risk and Insurance Services Inc.
Location	Barrie, ON (Upcoming Office)
Job Type	Full-time, Permanent
Salary Range	$55,000 – $85,000 per year
Experience Level	Minimum 3 years in the industry
Work Arrangement	Hybrid
Software Stack	Applied EPIC, Microsoft Office, Intact Broker Portal

Skills & Competency Table

Skill	Competency Level
RIBO License	Mandatory / Active
Commercial Policy Knowledge	Advanced
Negotiation (Underwriter/Market)	Intermediate
EPIC Software	Asset / Technical
Detail & Accuracy	Expert
Bordeaux Reporting	Specialist

Why BFL CANADA?

BFL is unique as an employee-owned firm, meaning the people doing the work have a direct stake in the company’s success.

Education & Growth: 100% support for continuing education and professional designations.
Day-One Benefits: Comprehensive medical, dental, telemedicine, and family assistance programs start immediately.
Retirement: Robust retirement and savings programs.
Well-being: Includes a wellness allowance and a hybrid work model to support work-life balance.
Global Reach: Access to the LION (Local International Office Network), connecting you to partners in 140+ countries.

Job Summary

This is a CSR role with a focus on Commercial Lines. Unlike personal lines roles, this position involves complex negotiations and the management of a commercial “book,” requiring at least 3 years of experience and a current RIBO license. It is a newly created position due to BFL’s expansion into the Barrie market.

FAQs

1. What is a “Bordeaux” (or Bordereau) in this context?

It is a specialized report used in commercial insurance to summarize multiple policies or claims for insurers or reinsurers. It requires high attention to detail and data management skills.

2. Does BFL use AI to screen resumes?

No. BFL explicitly states they do not use AI tools or technology to screen, evaluate, or select applicants.

3. Is the salary fixed?

No, the range is $55k – $85k, determined by your prior experience, location, and specific skill set.

4. What is the LION network?

LION stands for Local International Office Network. It is BFL’s network of independent brokers globally, allowing the firm to handle risks for clients with international operations.

5. What software will I use daily?

You will primarily use Applied EPIC for broker management and the Intact Broker Portal for quotes and policy management.

Expert Analysis

The $55k – $85k salary range for a CSR in Barrie is highly competitive for 2026, especially for an employee-owned firm. BFL’s focus on “entrepreneurial culture” suggests they want brokers who can think like business owners, not just task-takers. For a professional with 3+ years of experience, this is a significant opportunity to get in on the ground floor of a new branch expansion.

Career Path

Working at BFL often leads to a Client Executive (Producer) path or a Client Service Manager role. Because BFL is one of the largest independent firms in North America, employees can specialize in high-value niches like Directors & Officers (D&O), Professional Liability, or International Logistics.

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