Client Service Assistant, Realty Division

6 months ago

Toronto, 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.

**We are looking for a **Client Service Assistant to join our Realty team in our Toronto office**

As a Client Service Assistant, you will be responsible to help your team maintain and service a profitable book of business based upon the company’s objectives and individual business plans.

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 Realty Client Service Assistant**

Data Entry and Management:

- Accurately enter and maintain client data, building information, and other relevant details in the company database.
- Update client records with new information, ensuring data accuracy and completeness.

Client Communication:

- Collaborate with clients to obtain necessary building information and documentation for various processes.
- Respond promptly and professionally to client inquiries, providing assistance and ensuring a positive client experience.

Document Formatting:

- Ensure documents are accurately compiled, organized, and presented in a polished manner.

Follow-up and Coordination:

- Conduct regular follow-ups with clients to gather outstanding information, clarify details, and provide updates on ongoing processes.
- Coordinate with internal teams to ensure client requests are addressed in a timely manner.

Data Analysis and Reporting:

- Create and maintain spreadsheets to track prospects and current clients
- Generate reports summarizing client interactions, progress, and opportunities for improvement.

Administrative Support:

- Assist team members in administrative tasks, including scheduling meetings, managing calendars, coordinating appointments and events.

Quality Control:

- Review documents, spreadsheets, and data entries to identify and correct errors, ensuring accuracy and consistency.

Relationship Building:

- Foster positive relationships with clients and teammates through clear communication, professionalism, and a proactive approach to addressing their needs.

Invoicing and Financial Administration:

- Monitor and track invoicing processes to ensure adherence to payment schedules and resolve any discrepancies.
- Organizes and prepares premium financing, when required.

Other miscellaneous duties and special projects as required by the team.
- 2-3 years of industry-related experience
- Professional designation required (RIBO)
- Strong verbal and written communication skills
- Good knowledge of the MS Office Suite (Excel, Outlook, and Word)
- Strong analytical and problem-solving skills.
- Effective time management and organizational skills.

***

**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.

**More about us**

Our BFL 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.

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