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Client Service Assistant

3 months ago

Ottawa, Ontario, Canada BFLC Full time

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 worklife balance with our hybrid work program, wellness allowance, and yearround social activities and events.

WE ARE LOOKING FOR A CLIENT SERVICE ASSISTANT FOR OUR OTTAWA OFFICE


As a Client Service Assistant, you will be responsible to assist the Client Service Manager and the Client Executive to guarantee quality service to clients and insurers in order to meet team and company objectives.

If you are looking for a dynamic work environment, read on

Your Day As a Client Service Assistant:

  • Prepare certificates of insurance and automobile liability cards (pink slips).
  • Assist with preparation of renewal presentation and new business proposal.
  • Prepare client manuals.
  • Follow up on policies and endorsements.
  • Prepare and update excel spreadsheets.
  • Prepare cover notes, invoices and letters for clients.
  • Request loss experience from insurers.
  • Review policy wordings and other documentation for accuracy and completeness and as required, note and correct errors.
  • Create abeyance and follow up for outstanding items from underwriters, markets, and clients
  • Assist in general office administration such as supply orders, equipment maintenance, courier and answering incoming phone calls.
  • Other miscellaneous duties and special projects as required.
  • 1+ years of experience in a similar role, insurance experience is an asset.
  • RIBO or OTL license, an asset.
  • Strong verbal and written communication skills.
  • Good knowledge of the MS Office Suite (Excel, Outlook and Word)
  • Strong analytical and problem solving skills.
  • Effective time management and organizational skills.
  • Resourceful, customer focused and service oriented.
  • Strong attention to detail and precise.

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 1,000 professionals located in 24 offices across the country.

Our employees have free rein to demonstrate their creativity, leadership and entrepreneurial skills since we believe in each one of them.

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 140 countries around the world.


More about us

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