Client Service Assistant

7 months ago

Montréal, Canada BFL CANADA Risk and Insurance 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 Assistant - Benefits Consulting to join our team in our Montreal office

As a Client Service Assistant - Benefits Consulting, you will be responsible to to provide administrative support to the Benefits team in maintaining and exceeding the service standards to clients. The tasks will involve providing daily administration for group insurance plans by ensuring that our database is kept up to date for all clients.

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 Assistant - Benefits Consulting.

Daily review of database dashboard to ensure that processes are flowing through in a timely manner.
Create, document, and maintain group benefit client files by keeping them up to date as well as properly filing correspondence, contracts, booklets, etc.
Prepare benefit summaries for all clients.
Assist Client Service Managers with implementations by verifying that carrier documents (booklets, contracts) have been set-up correctly by the insurance company as per the sold plan design and confirmed rates
Verify amendment requests have been processed correctly by the insurance company by reviewing booklets, contracts and rates
Follow a renewal, verify the premium statement to validate the correct rates are being used by the insurance company
Responsible for proactively managing and ensuring timely resolution of outstanding documents with insurers
Peer review for accuracy of plan design for the employee benefit overview presentation
Complete invoices in EPIC for consulting fees as required
Provide back-up assistance when the Administration and Office Services Coordinator is absent or on vacation
Follow corporate policies and procedures
Other miscellaneous duties and special projects as required

At least 2 years of experience in an administrative role
Knowledge of Group Benefits an asset
Ease with computer systems
Good knowledge of the MS Office Suite (Excel, Outlook and Word)
Bilingual with strong verbal and written communication skills in French and in English.
Effective time management and organizational skills
Strong analytical and problem solving skills
Ability to work well independently and as part of a team with insurers, clients, and members of the organization

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 1300 professionals located in 26 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.

Our Montreal office is located at the heart of downtown Montreal, the largest city in Quebec. Our employees can benefit from the numerous exciting activities organized in the neighborhood.

**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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