BFL CANADA is one of the largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America. They are looking for a Client Service Assistant in their Private Client Services division to provide high-level customer service and support for insurance products, while also engaging in business development and workflow improvements.
Responsibilities
- Prints correspondence as needed and maintains electronic files (EPIC) to ensure that they are organized and up to date
- Processes cover notes/binders, invoices, renewal and endorsement letters, memos, and other documentation as required
- Organizes and manages activities, ensuring timely follow-up on outstanding tasks and items
- Processes incoming mail and directs to the appropriate person on the Team
- Ensures all correspondence is accurate and flows in a timely manner
- In conjunction with the Client Executives, monitors and follows up on outstanding client accounts receivables, as requested
- Works with the Accounting Department and insurers to resolve accounting discrepancies and related issues
- Deliver outstanding client service by addressing needs promptly and ensuring a positive experience
- Obtain required underwriting information for client referrals
- Responds to telephone calls and written inquiries from clients and underwriters in a timely and professional manner
- Assists the Client Executives in preparing underwriting submissions and client proposals when required
- Requests and follows up with insurers and clients for outstanding information, endorsements or documentation, as applicable
- Provides a first review of the policy documents
- Processes payments
- Enters quotes into Applied Rating Services, and the applicable company portal(s)
- Performs home evaluators
- Performs remarkets of policies
- Follows BFL policies and procedures, including security and quality procedures, as currently set out and as amended from time to time
- Other miscellaneous duties and special projects as required
Skills
- Level 2 license (insurance designation, CAIB or CIP preferred), or working towards
- Extremely detailed
- Must be 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
Benefits
- Generous medical and dental coverage
- Telemedicine
- Employee and family assistance program
- Retirement and savings programs
- Work life balance with our hybrid work program
- Wellness allowance
- Year-round social activities and events
Company Overview
- BFL Canada offers customized solutions in all areas of insurance, risk management and employee benefits. It was founded in 1987, and is headquartered in Montréal, Quebec, CAN, with a workforce of 1001-5000 employees. Its website is https://www.bflcanada.ca.