Client Service Manager

2 months 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.

BFL CANADA is looking for a Client Service Manager in Real Estate for its Vancouver or Langley 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.
- Level 2 license
- Minimum 2 years of experience as an account manager
- 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

**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.

**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.

Our Langley office is just off highway #1 by Walnut Grove. We are close to Maple Ridge and Pitt Meadows, connected by the Golden Ears Bridge.

**Let’s stay in

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