Client Service Manager

2 weeks ago

Calgary, Canada BFL CANADA 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 work life balance with our hybrid work program, wellness allowance, and year-round social activities and events.

**BFL CANADA is seeking a Client Service Manager in Energy for its Calgary Office**

As a member of our Energy division you will be responsible to assist the Client Executive (CE) with all client management requirements, with a focus on retention of the assigned book of business.

If you’re looking for a dynamic work environment, keep reading

**YOUR DAY AS A CLIENT SERVICE MANAGER**

**Client**
- Proactively manages a book of business by reviewing clients’ exposures, gaps in coverage, and loss
history and proposes appropriate coverages and/or solutions with CE.
- Develops account strategies, presentations and proposals with CE.
- Answers client questions and handles daily requests/coverage changes.
- Ensures maximum retention of book. Works with a Client Service Assistant (CSA) to provide
exceptional client service.
- Works with a CSA to ensure all certificates of insurance are issued accurately and in a timely manner.
- Reviews contracts to ensure insurance program meets requirements and works with insurers to amend coverages/ obtain agreement.
- Establishes appropriate procedures for claims administration/l loss prevention activity
- An advocate for our clients during the claims process.

**Marketing**
- Manages the marketing process in close collaboration with the CE.
- Prepares accurate and comprehensive underwriting submissions.
- Utilizes relationships to negotiate best terms for new and renewal business.
- Endorses policy wordings based on client requests.
- Works with insurers to provide coverage solutions to better meet our clients’ changing operations and as new products are being offered.
- Ensures the accuracy of renewal documentation and issues manuscript policies when required.
- Reviews policy wordings and other documentation for accuracy and completeness.

**Team**
- Supervises and trains the CSA on internal procedures and works to develop their general insurance
knowledge.
- Proofs CSA’s work to ensure internal and external documents are accurate and expedited in a timely manner.
- Works with the CSA to ensure timely and accurate follow ups on outstanding client accounts receivables.
- Meets with BFL Compliance regularly to review accounts and procedures.

**General**
- Maintains policy files and/or electronic files to ensure that they are organized and up to date.
- Responds to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
- Participates in industry functions and targeted public relations activities.
- Maintains important market relationships.
- 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.

**OUR IDEAL CANDIDATE**
- Minimum 5 years Commercial insurance experience or relevant insurance education.
- Level 2 license (insurance designation, CIP or CAIB preferred) or working towards the designation.
- Maintenance of licensing requirements/ continuing education.
- Extremely detailed.
- Must be completely client focused and service oriented.
- 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.

**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 1300 professionals located in 26 cities across the country. 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.

Here at BFL our employees have the freedom to demonstrate th

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