Client Service Assistant
2 months ago
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 for our Real Estate Team in our Vancouver Office
As a member of our Real Estate division, you will be responsible to assist the Client Service Manager (CSM) and/or Client Executive (CE) to provide the highest quality service to clients by providing professional and accurate documentation.
If you're looking for a dynamic work environment, keep reading
Your day as a Client Service Assistant
Processes submissions and/or summaries and provides to Marketing, with clear instructions and direction from CSM/CE.
Obtains claims history from claims department on behalf of CSM/CE.
Processes proposals for new and renewal business, with clear instructions and direction from the CSM/CE.
Responds to telephone calls and written inquiries from clients and underwriters in a timely and professional manner, in the absence of the CSM/CE.
Processes cover notes/binders, invoices, certificates of insurance, enclosure/clarification letters, memos, and other documentation as required, with clear instructions and direction from CSM/CE.
Maintains expiry lists, records, and policy files to ensure that they are organized and up to date.
Requests and follows up with Marketing for outstanding information, endorsements or policy documentation.
Creates abeyances and advises CSM/CE of follow ups on outstanding items from Marketing and clients.
Processes incoming mail and directs to appropriate personnel within the department.
Works with Accounting Department to resolve accounting discrepancies and related issues.
Monitors and follows up on outstanding client receivables, as instructed by the CSM/CE.
Organizes and prepares premium financing, when required.
Other miscellaneous duties and special projects as required.
Follows corporate policies and procedures.
2-3 years insurance related experience
Level 2 license is an asset
Maintenance of licensing requirements/continuing education
Strong verbal and written communication skills
Ability to work well independently, as part of a team and with others throughout the organization
Good knowledge of Microsoft Word, Outlook, EPIC, Excel, PowerPoint
Ability to work with high volume accounts, in a fast paced environment
Effective time management/organizational skills
Client focused and service oriented
Energetic and flexible
Mature, positive attitude
Detail oriented
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 1300 professionals located in 26 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.
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. Our office is easily accessible for employees by car and public transit and there are bike storage lockers in our building.
**Let's stay in touch**: follow us on LinkedIn to get privileged access to our activities and see our other job opportunities.
BFL CANADA is an equal opportunity employer.
Offers of employment at BFL CANADA are conditional upon satisfactory results of background verifications.
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