Client Service Project Manager Jobs in Whitby, ON

We offer more than a job, we offer a career!

• 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 dynamic 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 Manager to join our Programs team in our Toronto office!

As a Client Service Manager , you will be responsible for delivering a high-quality client experience through effective relationship management, responsive service delivery, and operational coordination. This role acts as the primary day-to-day liaison for clients, ensuring inquiries are handled efficiently while supporting the broader advisory and servicing team.

If you are career-minded and looking for a dynamic work environment with a growth mindset, you will love working among our team!

Your Day as a Client Service Manager

Client Relationship Management

- Serve as a key point of contact for the associated stakeholders.

- Build and maintain strong, trust-based client relationships through proactive communication

- Support ongoing client stewardship, including regular check-ins and service reviews

Client Inquiries & Service Delivery

- Manage and respond to client inquiries in a timely, professional manner

- Coordinate with internal teams and external partners to resolve service issues

- Ensure clear, concise communication of coverage, processes, and next steps to clients

Policy & Administrative Support

- Oversee day-to-day servicing activities including documentation, renewals, and policy changes

- Maintain accurate client records and ensure compliance with internal processes

- Support the delivery of insurance programs and associated service requirements

Marketing & Growth Support

- Assist with the execution of client communications, presentations, and marketing initiatives

- Support proposal development and onboarding of new clients

- Identify opportunities to enhance the client experience and deepen relationships

Team Coordination & CSR Oversight

- Provide direction and support to Client Service Representatives (CSRs) handling daily servicing tasks

- Ensure consistency, accuracy, and timeliness across all client deliverables

- Act as a central coordinator between producers, CSRs, and specialty teams

Our Ideal Candidate

• University degree in business or finance or a DEC in Insurance and financial services.
• RIBO License.
• 7–10+ years of experience in client service, account management, or insurance servicing.
• Experience supporting advisors, brokers, or financial services teams preferred.
• Good knowledge of the MS Office Suite (Excel, Outlook, and Word).
• Strong communication and organizational skills with a client-first mindset.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong analytical and problem-solving skills.
• Effective time management and organizational skills.

This posting is for an existing vacancy position.

The expected salary for this role ranges from 90,000$ to 135,000$. Annual salary will be determined by factors including prior experience, location, business segment, and relevance of the candidate’s skills to the role.

Who we are

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 North America. The firm has a team of over 1,500 professionals located in 27 offices across the country. 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.

Let’s stay in touch: follow us on LinkedIn to get privileged access to our activities and see our other job opportunities.

Visit our website to learn more about us: www.bflcanada.ca  

We welcome and encourage applications from people with diverse abilities. BFL Canada is committed to fostering an environment that is diverse, equitable, inclusive, and accessible to all. 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.

Offers of employment at BFL CANADA are conditional upon satisfactory results of background verifications.

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