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Client Service Manager

1 month 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 seeking a Client Service Manager in Construction for its Vancouver Office**

As a member of our Construction division you will be responsible to assist the Client Executive (CE) with all client management requirements, with a focus on retention of the assigned book of business. If you’re looking for a dynamic work environment, keep reading

**YOUR DAY AS A CLIENT SERVICE MANAGER**

**Client**
- Proactively manages a book of business by reviewing clients’ exposures, gaps in coverage, and loss
history and proposes appropriate coverages and/or solutions with CE.
- Develops account strategies, presentations and proposals with CE.
- Answers client questions and handles daily requests/coverage changes.
- Ensures maximum retention of book. Works with a Client Service Assistant (CSA) to provide
exceptional client service.
- Works with a CSA to ensure all certificates of insurance are issued accurately and in a timely manner.
- Reviews contracts to ensure insurance program meets requirements and works with insurers to amend coverages/ obtain agreement.
- Establishes appropriate procedures for claims administration/l loss prevention activity
- An advocate for our clients during the claims process.

**Marketing**
- Manages the marketing process in close collaboration with the CE.
- Prepares accurate and comprehensive underwriting submissions.
- Utilizes relationships to negotiate best terms for new and renewal business.
- Endorses policy wordings based on client requests.
- Works with insurers to provide coverage solutions to better meet our clients’ changing operations and as new products are being offered.
- Ensures the accuracy of renewal documentation and issues manuscript policies when required.
- Reviews policy wordings and other documentation for accuracy and completeness.

**Team**
- Supervises and trains the CSA on internal procedures and works to develop their general insurance
knowledge.
- Proofs CSA’s work to ensure internal and external documents are accurate and expedited in a timely manner.
- Works with the CSA to ensure timely and accurate follow ups on outstanding client accounts receivables.
- Meets with BFL Compliance regularly to review accounts and procedures.

**General**
- Maintains policy files and/or electronic files to ensure that they are organized and up to date.
- Responds to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
- Participates in industry functions and targeted public relations activities.
- Maintains important market relationships.
- Follows BFL policies and procedures, including security and quality procedures, as currently set out and as amended from time to time.
- Other miscellaneous duties and special projects as required.

**OUR IDEAL CANDIDATE**
- Minimum 5 years Commercial insurance experience or relevant insurance education.
- Level 2 license (insurance designation, CIP or CAIB preferred) or working towards the designation.
- Maintenance of licensing requirements/ continuing education.
- Extremely detailed.
- Must be completely client focused and service oriented.
- Excellent communication skills, listening, verbal, and written.
- Ability to work well independently, as part of a team, and with others throughout the organization.
- Positive attitude and a desire to grow.
- Willingness to go beyond the job description.
- Good knowledge of Microsoft Word, Outlook, Excel, and PowerPoint.

**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 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 d