Client Service Manager

7 months ago

Waterloo, 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.

**We are looking for a **Client Service Manager **to join our team in our Waterloo office in our commercial division**

As a Client Service Manager, you will be responsible for assisting the Client Executive in managing clients by establishing and maintaining excellent relationships with a focus on maximizing their loyalty.

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**
- Proactively manage a book of business by reviewing the client’s exposure and loss history and proposing appropriate coverage and/or solutions. Where necessary, develop account strategies, presentations, and other forms of communication with clients.
- Ensure maximum retention of books by providing exceptional client service by regularly contacting existing clients to ensure quality service is being delivered and needs are met and exceeded.
- Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
- Identify needs of prospective clients through research and involvement with relevant resources, and utilize division and corporate resources when possible.
- Place new business as well as renewals and endorsements in a timely and efficient manner.
- Review policy wordings and other documentation for accuracy and completeness;
- Participate in industry functions and targeted public relations activities;
- Maintain extensive market relationships.
- Oversee the preparation of underwriting submissions; maintain appropriate documentation for various accounts and/or correspondence.
- Maintain expiry lists, records, and policy files to ensure that they are organized and up to date.
- Request and follow up with insurers for outstanding information, endorsements or policy documentation.
- Create abeyances and follow up for outstanding items from underwriters, marketers and clients.
- Establish appropriate procedures for claims administration and loss prevention activity.
- Monitor and follow up on outstanding client receivables.
- Other miscellaneous duties and special projects as required.
- At least 5 years of experience in insurance brokerage.
- Well-versed in the Property and Casualty insurance world.
- University degree (typically in business or finance) or equivalent work experience.
- RIBO Licensed
- Good project management and presentation skills.
- 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.

**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 1000 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**

Our BFL Waterloo office is located at 187 King Street South. Easily accessible by public transit, our office is close to a plethora of top-notch restaurants, ideal for enjoyable lunches or drinks after work.

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: bflcanada.ca/

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

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