Client Service Assistant

4 weeks ago

Montréal, 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 - Benefits Consulting to join our team in our Montreal office**

***As a Client Service Assistant - Benefits Consulting, you will be responsible to provide administrative support to the Benefits team in maintaining and exceeding the service standards to clients. The tasks will involve providing daily administration for group insurance plans by ensuring that our database is kept up to date for all clients.

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 Client Service Assistant - Benefits Consulting.**
- Daily review of database dashboard to ensure that processes are flowing through in a timely manner.
- Create, document, and maintain group benefit client files by keeping them up to date as well as properly filing correspondence, contracts, booklets, etc.
- Prepare benefit summaries for all clients.
- Assist Client Service Managers with implementations by verifying that carrier documents (booklets, contracts) have been set-up correctly by the insurance company as per the sold plan design and confirmed rates.
- Verify amendment requests have been processed correctly by the insurance company by reviewing booklets, contracts, and rates.
- Follow a renewal, verify the premium statement to validate the correct rates are being used by the insurance company.
- Responsible for proactively managing and ensuring timely resolution of outstanding documents with insurers.
- Peer review for accuracy of plan design for the employee benefit overview presentation.
- Complete invoices in EPIC for consulting fees as required.
- Handle other miscellaneous duties and special projects as required.
- At least 2 years of experience in an administrative role.
- Knowledge of Group Benefits an asset.
- Good knowledge of the MS Office Suite (Excel, Outlook and Word).
- Bilingual with strong verbal and written communication skills in French and in English.
- Effective time management and organizational skills.
- Strong analytical and problem-solving skills.
- Ability to work well independently and as part of a team with insurers, clients, and members of 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 1300 professionals located in 27 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.

A subsidiary of BFL CANADA, BFL CANADA Benefits is a well-known and respected benefits consulting firm with more than 30 years of expertise in employee benefits including group and individual insurance, retirement planning and investment, and special risk insurance.

Our Montreal office is located at the heart of downtown Montreal, the largest city in Quebec. Our employees can benefit from the numerous exciting activities organized in the neighborhood.

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.

LI-Hybrid

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