See more Collapse

Client Service Assistant

1 month ago


Winnipeg, Canada BFL Canada Full time

Job Details

Description

**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.

**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.

**BFL CANADA is looking for a Client Service Assistant for its Winnipeg office**

The primary purpose of this position is to assist the Client Service Manager (CSM) & the Client Service Representative (CSR) to ensure the team meets company objectives and quality service to clients, colleagues, and insurers.

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

**Your day as a **Client Service Assistant**
- Issues certificates of insurance from client requests/contracts and, in conjunction with the CSM/CSR, ensures the insurance program meets requirements.
- Set up new clients in Epic
- Scan & attach policy docs to EPIC ( CSM/CSR will give the docs to CSA with instructions advising where to scan & how to name it)
- Process invoices and enclosure letters as instructed by the CSM/CSR
- Printing liability cards: pinks, NOA
- Issuing template letters for Liability cards and mailing them
- Attaches open & closed claim notices & submits to claim department
- Process return mail
- Prepares Presentation of Policy Documentation in Binders for clients
- 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
- Minimum 2 year insurance experience
- Level 1 license
- Extremely detailed
- 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, 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

**More about us**

Our BFL Winnipeg office is located in the heart of downtown, accessible by transit, near the BELL MTS Place (home of the Winnipeg Jets) and the upcoming True North Square. There is an amazing variety of restaurants available, and we are only a short walk away from Food Truck Ally by the legislator grounds.

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.


We have other current jobs related to this field that you can find below


  • Winnipeg, 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...


  • Winnipeg, Manitoba, 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...


  • Winnipeg, Canada BMO Financial Group Full time

    201 Portage Ave Winnipeg Manitoba,R3B 3K6 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Coordinates marketing activities on behalf of the advisory team, including website, social media...


  • Winnipeg, Canada BOKHAUT CHARTERED PROFESSIONAL ACCOUNTANT INC. Full time

    Bokhaut CPA Inc., a fast-growing accounting firm that specializes in the needs of physicians, is seeking a Receptionist/Client Service Assistant to assist in our objective of helping physicians concentrate on taking care of patients by minimizing the stress of their finances. Bokhaut CPA Inc. is a mid-sized firm of 20 employees who work closely as a team to...


  • Winnipeg, Canada Manitoba Blue Cross Full time

    About Manitoba Blue Cross We’re a Manitoba-based, not-for-profit, health benefits provider with a vision to be the trusted and essential health and wellness partner for all Manitobans. Every dollar made is reinvested in our infrastructure, our people, and our province with the goal of providing better care for our members, expanding our community impact...


  • Winnipeg, Canada Manitoba Blue Cross Full time

    About Manitoba Blue Cross We’re a Manitoba-based, not-for-profit, health benefits provider with a vision to be the trusted and essential health and wellness partner for all Manitobans. Every dollar made is reinvested in our infrastructure, our people, and our province with the goal of providing better care for our members, expanding our community impact...


  • Winnipeg, Canada Manitoba Blue Cross Full time

    About Manitoba Blue Cross We’re a Manitoba-based, not-for-profit, health benefits provider with a vision to be the trusted and essential health and wellness partner for all Manitobans. Every dollar made is reinvested in our infrastructure, our people, and our province with the goal of providing better care for our members, expanding our community impact...


  • Winnipeg, Canada RBC Dominion Securities Full time

    **What is the opportunity?** The RBC Dominion Securities branch located in Winnipeg is seeking a Client Service Associate to deliver concierge level service for a high performing Advisory Team. You will play a crucial role in building and maintaining strong client relationships, ensuring client satisfaction, and contributing to the overall success of our...


  • Winnipeg, Canada People Corporation Full time

    We are seeking Client Service Specialists to join our team in Winnipeg, MB. This is an exciting time to join People Corporation. Our high level of acquisition activity and our consistent organic growth continue to define and further enhance our benefits, pension, and HR products and services and how they are delivered to our clients. We are in search of a...


  • Winnipeg, Canada StollerWealth Full time

    **About us** StollerWealth, is a Winnipeg based wealth management firm that is growing! At the heart of StollerWealth is the belief that our clients deserve the best and the same goes for our people. As a **Client Services Associate **you will help our clients realize their financial goals & aspirations and you will be a part of a growing team that...


  • Winnipeg, Canada Harvest Manitoba Full time

    Perform new client intakes and book clients for food bank appointment - Prepare food hampers for walk-in clients as well as support the Winnipeg Avenue on-site food bank - Input and prepare data for weekly and monthly reporting - Liaise with food bank coordinators and food distribution agencies to ensure that client information is up-to-date and that clients...


  • Winnipeg, Canada Value Partners Investments Full time

    Job DescriptionVPIC is looking to hire a driven, hands-on contributor for the role of Client Service Associate (CSA). Our ideal candidate is someone with a “can-do” attitude who thrives in a fast-paced, entrepreneurial environment, enjoys interacting with clients and advisors, and is looking to grow their career in financial services. The role reports...


  • Winnipeg, Canada Value Partners Investments Full time

    Job DescriptionVPIC is looking to hire a driven, hands-on contributor for the role of Client Service Associate (CSA). Our ideal candidate is someone with a “can-do” attitude who thrives in a fast-paced, entrepreneurial environment, enjoys interacting with clients and advisors, and is looking to grow their career in financial services. The role reports...


  • Winnipeg, Canada Manitoba Blue Cross Full time

    About Manitoba Blue Cross We’re a Manitoba-based, not-for-profit, health benefits provider with a vision to be the trusted and essential health and wellness partner for all Manitobans. Every dollar made is reinvested in our infrastructure, our people, and our province with the goal of providing better care for our members, expanding our community impact...


  • Winnipeg, Canada Value Partners Investments Inc. Full time

    Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provides discretionary investment management services to wealthy families across Canada.Our mission is to build...


  • Winnipeg, Canada Value Partners Investments Inc. Full time

    Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provides discretionary investment management services to wealthy families across Canada.Our mission is to build...


  • Winnipeg, Canada Value Partners Investments Inc. Full time

    Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provides discretionary investment management services to wealthy families across Canada.Our mission is to build...


  • Winnipeg, Canada Value Partners Investments Inc. Full time

    Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provides discretionary investment management services to wealthy families across Canada.Our mission is to build...


  • Winnipeg, Canada Value Partners Investments Inc. Full time

    Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provides discretionary investment management services to wealthy families across Canada.Our mission is to build...


  • Winnipeg, Canada Paladin Security Full time

    Client Service Manager GENERAL DUTIES & RESPONSIBILITIES: - Assist in the development of short and long range goals and objectives - Develops, implements and maintains the security program for Paladin's contracts. - Takes ownership of staff and client issues and supports the timely reponse for both groups. - Performs interviews and meets all new staff...