Client Service Manager

3 weeks ago

Vancouver, 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.

**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 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 their own creativity, leadership and entrepreneurship because we strongly believe in them. We are a national collaborative team that thrives in a fast-paced environment.

**BFL CANADA is looking for a Client Service Manager in Real Estate for its Vancouver Office**

As a member of our Real Estate division you will be responsible for supporting the Client Executive (CE) to manage a book of business by developing and maintaining excellent client relationships, with a focus on maximizing retention.

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

**YOUR DAY AS A CLIENT SERVICE MANAGER**
- Proactively manages a book of business by reviewing the client’s exposure and loss history and proposing appropriate coverages and/or solutions. Where necessary, develops account strategies, presentations, and other forms of communication with the client.
- Ensures maximum retention of book by providing exceptional client service by regularly contacting existing clients to ensure quality service is being delivered and needs are met and exceeded.
- Responds to telephone calls and written inquiries from clients and marketing team in a timely and professional manner. (2 hour turnaround time)
- Submit to marketing all renewals and endorsements in a timely and efficient manner.
- Prepares proposals for new and renewal business.
- Reviews policy wordings and other documentation for accuracy and completeness and prepare request for Policy Replacing cover note.
- Participates in industry functions and targeted public relations activities.
- On program review for preparation of underwriting submissions for accuracy and coverage checklists
- Maintains appropriate documentation for various accounts and/or correspondence.
- Requests and follows up with marketing team for outstanding information, endorsements or policy documentation including review of all policy wordings and other documentation for accuracy and completeness and as required, notes and corrects errors.
- Notes any changes by highlighting on processing form for processors to clearly identify requirements
- Creates abeyances and follows up for outstanding items from marketers and clients.
- Monitors and does second follow-ups on outstanding client receivables; if not attained, brings to Client Executive attention.
- Processes incoming mail and directs to appropriate personnel within the department.
- Works with Accounting to resolve accounting discrepancies and related issues.
- Follows BFL policies and procedures, including security and quality procedures, as currently set out and as amended from time to time and ensures Client Service Assistant also comply
- Other miscellaneous duties and special projects as required.

**OUR IDEAL CANDIDATE**
- Level 2 license
- Minimum 3 years of experience as an account manager
- Professional designation preferred
- Must have technical knowledge of product area or industry
- Must be completely client focused
- Good knowledge of markets and their policy wordings
- Good quantitative skills and personal computer literacy
- Excellent communication skills, both verbal and written
- Independently carry out assignments
- Ability to work well with others throughout the organization

**OFFICE INFORMATION**

Our Vancouver office is situated in Coal Harbour, half a block from the world renowned Seawall. Employees often enjoy activities along the Seawall during their lunch break with Stanley Park being close by. Ou

  • Manager, Client Services

    1 month ago

    Vancouver, Canada Sephora Full time

    **Job ID**: 237856 **Store Name/Number**: BC-Pacific Centre (0528) **Address**: 701 W Georgia Street, Vancouver, BC V7Y 1E4, Canada (CA) **Full Time/Part Time**: Full Time **Position Type**: Regular **You’ll love working here** As Manager, Client Services, you will be responsible for managing all services, classes and events in a specific Sephora store...

  • Manager, Client Services

    1 month ago

    Vancouver, Canada Ryan, LLC Full time

    The Manager, Client Services (“Manager”) professional is responsible for communicating the Firm’s vision and capabilities to the marketplace and engaging clients and prospects in a consultative manner to provide customized solutions for Ryan. Responsibilities include expanding and cross-selling within client relationships and researching, initiating,...

  • Manager, Client Services

    4 weeks ago

    Vancouver, Canada Cardinal Path Full time

    Company Description Cardinal Path leverages digital analytics to deliver insight, understanding and outcomes that create competitive advantage for our clients. We engage at the strategic, business, and technical level to generate tangible and quantifiable value for our partners. Cardinal Path is continuing its rapid growth, and we are looking for a Manager...

  • Manager, Client Service

    6 days ago

    Vancouver, Canada Green Shield Full time

    **WHO WE ARE** When it comes to health, we’re always looking for ways to push for better. It’s why we were founded in the first place. In 1957, our founder, pharmacist William Wilkinson, witnessed a mother sacrifice her health by forgoing her own medicine to pay for her sick daughter’s prescription. He knew there had to be a better way. So, he...

  • Client Service Manager

    1 week ago

    Vancouver, BC, Canada Microserve Full time

    Client Delivery Executive – Print Services At Microserve, we are an industry leader in providing technology solutions to public and private sector clients across Western Canada. Headquartered in Burnaby, BC, with offices in, Victoria, Edmonton, and Calgary, we employ over 550 team members, and are one of the largest technology solutions providers,...

  • Saas Account Manager, Client Services

    2 days ago

    Vancouver, Canada Fintel Connect Full time

    Fintel Connect is an award-winning, fast-growing fintech company that is looking for a driven, dynamic, results-oriented leader to join our client services management team, in the fast-paced world of influencer and affiliate marketing. **Who We're Looking For**: **What we offer**: - A rapidly growing organization with opportunities for career advancement -...

  • Manager, Client Services

    4 days ago

    Vancouver, Canada Ryan Full time

    The Business Development professional (Client Services) is responsible for communicating the Firm’s vision and capabilities to the marketplace and engaging clients and prospects in a consultative manner to provide customized solutions for Ryan. Responsibilities include expanding and cross-selling within client relationships and researching, initiating, and...

  • Associate, Client Services

    4 weeks ago

    Vancouver, Canada Pathfinder Asset Management Limited Full time

    **Associate, Client Service in Vancouver, BC** Pathfinder Asset Management Limited is a full-service Investment Counsel operating across Canada with offices in Vancouver and Edmonton. Since the beginning, our focus has been on stewardship of investment portfolios for motivated investors, seeking strong performance and risk-managed results. Pathfinder...

  • Remote Managed Client Services Manager

    1 month ago

    Vancouver, BC, Canada Impact Recruitment Ltd Full time

    Impact Recruitment is seeking to add an outgoing and accountable Client Services Coordinator to our growing team today. These things fuel the important conversations that bring about the insights, ideas, and innovations that keep us at the top of our game. We’re a diverse group of individuals, brought together by our desire to help people find...

  • Client Services Coordinator

    4 weeks ago

    Vancouver, Canada Avison Young Canada Full time

    Overview: Located in our Vancouver office and reporting to the Managing Director, this role includes daily real estate administrative support in a fast-paced environment. As a Client Services Coordinator (“CSC”), you will provide sales, marketing, and research support along with general office administration to our brokers and clients. Your...

  • Client Services Manager

    3 days ago

    Vancouver, Canada Securiguard Full time

    Our mission at Westguard is to make people feel safe. We are rapidly evolving our business and we are looking for a seasoned and motivated **Client Services Manager **to oversee the day-to-day operation of the Canada Place Cruise Ship Terminal. **This is a contract role (April 1,2024 - November 1,2024)**. This is an exciting opportunity to lead a highly...

  • Client Service Advisor

    1 month ago

    Vancouver, Canada BMO Financial Group Full time

    595 Burrard Street Vancouver British Columbia,V7X 1L7 **The Commercial Client Advisor** will provide exceptional, daily operational service support to grow the Bank’s market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or...

  • Client Services Administrator

    2 weeks ago

    Vancouver, Canada Clearline CPA Full time

    Clearline CPA is a mid-size accounting firm that serves clients throughout the Lower Mainland. When you join our team, you’ll be part of a vibrant, growing and tech-friendly firm that is always seeking out better ways to serve our clients and staff. We are looking for a Client Services Administrator to join our _**Vancouver**_ _**team**_! The role of the...

  • Client Service Assistant

    1 month ago

    Vancouver, Canada BMO Financial Group Full time

    885 West Georgia Street Vancouver British Columbia,V6C 3E8 Supports one or more Investment Advisors (IAs) and IA Team and staff for BMO Nesbitt Burns / BMO Private Wealth. This role assists branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Coordinates marketing...

  • Client Service Assistant

    7 days ago

    Vancouver, Canada BMO Financial Group Full time

    885 West Georgia Street Vancouver British Columbia,V6C 3E8 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,...

  • Client Service Assistant

    4 weeks ago

    Vancouver, Canada BMO Financial Group Full time

    595 Burrard Street Vancouver British Columbia,V7X 1L7 Working for BMO Private Wealth / BMO Nesbitt Burns, you will support one or more Investment Advisors (IAs), the 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...

  • Client Service Manager

    7 days ago

    Greater Vancouver Regional District, BC, Canada Microserve Full time

    Microserve is looking for an experienced Client Delivery Executive (CDE) to oversee service delivery to one of our enterprise clients in support of their end user computing requirements. This position requires a seasoned IT services leader who can support the needs of a large, complex organization. The CDE will have overall responsibility for delivery of in...

  • Client Service Assistant

    5 days ago

    Vancouver, British Columbia, Canada BFL Canada Full time

    We offer more than a job, we offer a careerWe 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...

  • Client Success Manager

    2 days ago

    Vancouver, Canada Nucleus Full time

    **Supercharge your career at Nucleus Networks!** What makes Nucleus different from other Managed IT Services providers? To start, our focus goes beyond just keeping the lights on. We work with every one of our clients to help supercharge their business, transforming their IT from a system that just needs support to one that is driving business results and...

  • Client Service Assistant

    5 days ago

    Vancouver, British Columbia, Canada BFL CANADA Risk and Insurance Full time

    We offer more than a job, we offer a careerWe 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...