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Client Service Assistant

4 months ago

Toronto, 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 Surety Team in the Toronto Office*
As a Client Service Assistant, you will assist the Client Service Manager and the Client Service Representative to ensure the team meets company objectives and quality service to clients, colleagues, and insurers.
If you are looking for a dynamic work environment, keep reading

**Your Day as a Client Service Assistant**
- Manage and update client data in our in-house Certificate Management System (LEO).
- Prepare certificates of insurance and automobile liability cards (pink slips).
- Assist with preparation of renewal presentation and new business proposal.
- Prepare client manuals.
- Follow up on policies and endorsements.
- Prepare and update excel spreadsheets.
- Prepare cover notes, invoices and letters for clients.
- Pull Driver Abstracts / MVRs.
- Complete policy comparisons - using ‘Word Sensa’ software program.
- Request loss experience from insurers.
- College or university diploma.
- At least 1 year of work experience in insurance is an asset.
- Excellent knowledge of the Microsoft Office suite.
- RIBO license is an asset.
- Strong verbal and written communication skills.
- Customer focused and sales oriented.
- Ability to work well independently and as part of a team.
- Excellent organizational and time management skills.
- Detail oriented.
- Ability to work well with others throughout the organization.

**More about us**
Our BFL CANADA Toronto office is located in beautiful downtown, in the core of the Financial District. 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.