Client Service Representative
5 days ago
**WHO ARE WE?**
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.
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BFL CANADA is seeking a Client Service Representative for its Global Services team for its Montreal Office*
The primary purpose of this position is to support the Client Executive and/or Team Leader in meeting the Canadian service requirements of international accounts in conjunction with various non-Canadian domiciled sourcing brokers by developing and maintaining excellent client and source broker relationships.
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Your day as a Client Service Representative: *
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Work directly with foreign broker partners and their foreign clients who are investing in, or have existing operations, within Canada;
- Ensure that service proficiency and standards are met with all broker partners and clients, in alignment with our Global Services mandate;
- Day to Day account service & oversight including: Marketing campaigns, presentations, clerical work and insurance placements;
- Conduct coverage comparisons, due diligence and contract reviews;
- Follow up with underwriters, broker-dealers and clients on unresolved files;
- Collaborate with Client Service Managers and/or the Client Executive to negotiate any changes, renewals and new business, if applicable, with insurers;
- Request missing information, endorsements and policy documents from insurers and follow up in this regard;
- Maintain renewal lists, registers and records of the policies so that they are organized and up to date;
- Ensure maximum retention of existing customers by providing exceptional service through regular communication with customers to verify the quality of service delivered as well as meeting and exceeding their expectations.
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Insurance broker's license issued by the AMF;
- At least 2 years of insurance brokerage experience and a solid understanding of commercial property, liability and auto insurance;
- Previous experience with Risk Management Insurance Programs, an asset;
- Strong verbal and written communication skills in French and English;
- Advanced knowledge of Word, Excel and PowerPoint;
- Detail oriented with excellent organizational and time management skills;
- Ability to work well independently, in a team and with other members of the organization;
- Knowledge of EPIC software, an asset.
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PERKS*
- Join a dynamic team where entrepreneurship, innovation and collaboration are at the core of our values.
- Work in an organization that believes in integrity, respect and recognition of diversity and community support.
- Enjoy a competitive salary and a multitude of benefits from your first day with us including generous medical and dental coverage, telemedicine, an employee and family assistance program and RRSPs;
- Develop your career by choosing a company that encourages, supports continuing education, and invests in the training of its employees.
- Choose a stimulating work environment that will allow you to grow both personally and professionally, with a team, projects and challenges that are motivating and rewarding.
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/
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