Client Service Assistant
4 weeks ago
We are seeking a Client Service Assistant to join our Commercial Team in Vancouver.
As a Client Service Assistant, you will be responsible for providing exceptional service to clients by supplying professional and accurate documentation. You will work closely with the Client Service Manager and Client Executive to ensure the highest quality service is delivered.
Your key responsibilities will include:
- Printing correspondence as needed and maintaining policy files and/or electronic files to ensure they are organized and up to date.
- Processing cover notes/binders, invoices, enclosure letters, memos, and other documentation as required.
- Preparing certificate lists at renewal and issuing certificates of insurance as confirmed with the client.
- Creating abeyances, advising the team, and following up for outstanding items.
- Processing incoming mail and directing it to the appropriate person on the team.
- Updating the renewal list as required.
- Ensuring all correspondence is accurate and flows in a timely manner.
- Updating information in our internal management system EPIC.
You will also be responsible for:
- Monitoring and following up on outstanding client accounts receivables in conjunction with the Client Service Manager.
- Working with the Accounting Department and insurers to resolve accounting discrepancies and related issues.
- Organizing and preparing premium financing when required.
Additionally, you will:
- Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
- Issue certificates of insurance from client requests/contracts and ensure the insurance program meets requirements in conjunction with the Client Service Manager.
- Contact insurers to confirm coverage and amend as needed with the Client Service Manager.
- Advise clients of any discrepancies between the insurance program and the insurance requirements.
- Assist the Client Service Manager in preparing underwriting submissions and client proposals when required.
- Obtain claims history from the internal system, Claims Department, or insurers at renewal or when required.
- Request and follow up with insurers and clients for outstanding information, endorsements, or documentation as applicable.
- Provide a first review of policy documents and endorsements.
As a Client Service Assistant, you will be expected to:
- Follow BFL policies and procedures, including security and quality procedures.
- Perform other miscellaneous duties and special projects as required.
- Assist teammates to fulfill excellent client service.
We are looking for a candidate with:
- Minimum 2 years of Commercial insurance experience or relevant insurance education.
- Level 2 license (insurance designation, CIP or CAIB preferred) or working towards.
- Extremely detailed and conscientious.
- 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 and part of a team.
- Professional and positive attitude and a desire to grow.
- Willingness to go beyond the job description.
- Good knowledge of Microsoft Word, Outlook, Excel, and PowerPoint.
The expected salary for this role ranges from $52,000 to $80,000. Annual salary will be determined by factors including prior experience, location, business segment, and relevance of the candidate's skills to the role.
BFL CANADA is a leading Risk Management, Insurance Brokerage, and Employee Benefits consulting services firm with a team of over 1300 professionals located in 26 cities across the country. We are a national collaborative team that thrives in a fast-paced environment.
-
Client Service Assistant
4 weeks ago
Vancouver, British Columbia, Canada BFL Canada Full timeAbout the RoleWe are seeking a highly detail-oriented and client-focused Client Service Assistant to join our Commercial Team in Vancouver. As a key member of our team, you will be responsible for providing exceptional service to our clients by supplying professional and accurate documentation.Key ResponsibilitiesAssist existing parties in the team with...
-
Client Service Assistant
4 weeks ago
Vancouver, British Columbia, Canada BFL Canada Full timeAbout the RoleWe are seeking a highly detail-oriented and client-focused Client Service Assistant to join our Commercial Team in Vancouver. As a key member of our team, you will be responsible for providing exceptional service to our clients by supplying professional and accurate documentation.Key ResponsibilitiesAssist existing parties in the team with...
-
Client Service Assistant
1 month ago
Vancouver, British Columbia, Canada BFL Canada Full timeAbout the RoleWe are seeking a highly detail-oriented and organized Client Service Assistant to join our Commercial Team in Vancouver. As a key member of our team, you will be responsible for providing exceptional client service by supplying professional and accurate documentation.Key ResponsibilitiesProcess correspondence, invoices, and other documentation...
-
Client Service Assistant
1 month ago
Vancouver, British Columbia, Canada BFL Canada Full timeAbout the RoleWe are seeking a highly detail-oriented and organized Client Service Assistant to join our Commercial Team in Vancouver. As a key member of our team, you will be responsible for providing exceptional client service by supplying professional and accurate documentation.Key ResponsibilitiesProcess correspondence, invoices, and other documentation...
-
Client Service Assistant
4 weeks ago
Vancouver, British Columbia, Canada BFL Canada Full timeAbout the RoleWe are seeking a highly detail-oriented and client-focused Client Service Assistant to join our Commercial Team in Vancouver. As a key member of our team, you will be responsible for providing exceptional service to our clients by supplying professional and accurate documentation.Key ResponsibilitiesProcess correspondence, invoices, and other...
-
Client Service Assistant
4 weeks ago
Vancouver, British Columbia, Canada BFL Canada Full timeAbout the RoleWe are seeking a highly detail-oriented and client-focused Client Service Assistant to join our Commercial Team in Vancouver. As a key member of our team, you will be responsible for providing exceptional service to our clients by supplying professional and accurate documentation.Key ResponsibilitiesProcess correspondence, invoices, and other...
-
Client Services Assistant
4 weeks ago
Vancouver, British Columbia, Canada KPMG-Canada Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Office Services Clerk to join our team at KPMG Canada. As an Office Services Clerk, you will play a vital role in ensuring the smooth operation of our office by providing administrative support and maintaining a high level of client service.Key ResponsibilitiesMail and Package Handling:...
-
Client Services Assistant
4 weeks ago
Vancouver, British Columbia, Canada KPMG-Canada Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Office Services Clerk to join our team at KPMG Canada. As an Office Services Clerk, you will play a vital role in ensuring the smooth operation of our office by providing administrative support and maintaining a high level of client service.Key ResponsibilitiesMail and Package Handling:...
-
Client Service Assistant
2 weeks ago
Vancouver, British Columbia, Canada BFL Canada Full timeJoin Our Team as a Client Service AssistantWe are seeking a highly detail-oriented and client-focused individual to join our Commercial Team in Vancouver as a Client Service Assistant. As a key member of our team, you will be responsible for providing exceptional service to our clients by supplying professional and accurate documentation.Your Key...
-
Client Service Assistant
3 weeks ago
Vancouver, British Columbia, Canada BFL Canada Full timeJob Title: Client Service AssistantWe are seeking a highly organized and detail-oriented Client Service Assistant to join our Commercial Team in Vancouver. As a key member of our team, you will be responsible for providing exceptional client service, ensuring accurate and timely documentation, and supporting the team in achieving our goals.Key...
-
Client Service Assistant
3 weeks ago
Vancouver, British Columbia, Canada BFL Canada Full timeJob Title: Client Service AssistantWe are seeking a highly organized and detail-oriented Client Service Assistant to join our Commercial Team in Vancouver. As a key member of our team, you will be responsible for providing exceptional client service, ensuring accurate and timely documentation, and supporting the team in achieving our goals.Key...
-
Client Service Assistant
1 month ago
Vancouver, British Columbia, Canada BFL Canada Full timeAbout the RoleBFL Canada is seeking a highly detail-oriented and client-focused Client Service Assistant to join our Construction Team in Vancouver. As a key member of our team, you will be responsible for providing exceptional support to our clients and internal stakeholders.Key ResponsibilitiesProcess and maintain accurate documentation, including...
-
Client Service Assistant
1 month ago
Vancouver, British Columbia, Canada BFL Canada Full timeAbout the RoleBFL Canada is seeking a highly detail-oriented and client-focused Client Service Assistant to join our Construction Team in Vancouver. As a key member of our team, you will be responsible for providing exceptional support to our clients and internal stakeholders.Key ResponsibilitiesProcess and maintain accurate documentation, including...
-
Client Service Assistant
4 weeks ago
Vancouver, British Columbia, Canada BFL Canada Full timeJob Title: Client Service AssistantWe are seeking a highly organized and detail-oriented Client Service Assistant to join our Commercial Team in Vancouver. As a key member of our team, you will be responsible for providing exceptional client service and supporting our clients with their insurance needs.Key Responsibilities:Assist clients with their insurance...
-
Client Service Assistant
1 month ago
Vancouver, British Columbia, Canada BFL Canada Full timeJob Title: Client Service AssistantBFL Canada is seeking a highly organized and detail-oriented Client Service Assistant to join its Commercial Team in Vancouver. As a key member of the team, you will be responsible for providing exceptional client service, ensuring accurate and timely documentation, and supporting the team in achieving its goals.Key...
-
Client Service Assistant
4 weeks ago
Vancouver, British Columbia, Canada BFL Canada Full timeAbout the RoleWe are seeking a highly detail-oriented and client-focused Client Service Assistant to join our Construction Team at BFL Canada. As a key member of our team, you will be responsible for providing exceptional service to our clients by supplying professional and accurate documentation.Key ResponsibilitiesProcess cover notes, invoices, enclosure...
-
Client Service Assistant
4 weeks ago
Vancouver, British Columbia, Canada BFL Canada Full timeAbout the RoleWe are seeking a highly detail-oriented and client-focused Client Service Assistant to join our Construction Team at BFL Canada. As a key member of our team, you will be responsible for providing exceptional service to our clients by supplying professional and accurate documentation.Key ResponsibilitiesProcess cover notes, invoices, enclosure...
-
Team Assistant
4 weeks ago
Vancouver, British Columbia, Canada BC Public Service Agency Full timeAbout the RoleThe Team Assistant plays a vital role in providing day-to-day program support within the social services office. This position requires a strong understanding of social services programs and the ability to provide high-quality support to clients and staff.Key ResponsibilitiesProvide administrative support to social workers and team leadsAssist...
-
Team Assistant
4 weeks ago
Vancouver, British Columbia, Canada BC Public Service Agency Full timeAbout the RoleThe Team Assistant plays a vital role in providing day-to-day program support within the social services office. This position requires a strong understanding of social services programs and the ability to provide high-quality support to clients and staff.Key ResponsibilitiesProvide administrative support to social workers and team leadsAssist...
-
Client Service Assistant
4 weeks ago
Vancouver, British Columbia, Canada BFL Canada Full timeAbout the RoleWe are seeking a highly detail-oriented and organized Client Service Assistant to join our Commercial Team in Vancouver. As a key member of our team, you will be responsible for providing exceptional client service by supplying professional and accurate documentation.Key ResponsibilitiesProcess correspondence, invoices, and other documentation...
