Client Service Coordinator
2 weeks ago
About the Role
We are seeking a highly detail-oriented and organized Client Service Coordinator to join our Commercial Team in Vancouver. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients and internal stakeholders.
Key Responsibilities
- Assist in the preparation and maintenance of client files, including policy documentation and correspondence.
- Process and manage client requests, including certificate issuance and premium financing.
- Respond to client inquiries and provide timely and professional communication.
- Collaborate with the Client Service Manager and Client Executive(s) to ensure seamless client service.
- Update and maintain internal management systems, including EPIC.
- Monitor and follow up on outstanding client accounts receivables.
- Work with the Accounting Department and insurers to resolve accounting discrepancies and related issues.
- Organize and prepare premium financing, when required.
- Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
- Issue certificates of insurance from client requests/contracts and ensure the insurance program meets requirements.
- Assist in preparing underwriting submissions and client proposals when required.
- Obtain claims history from the internal system, Claims Department, or insurers at renewal or when required.
- Request and follow up with insurers and clients for outstanding information, endorsements or documentation, as applicable.
- Provide a first review of the policy documents and endorsements.
Requirements
- Minimum 2 years Commercial insurance experience or relevant insurance education.
- Level 2 license (insurance designation, CIP or CAIB preferred) or working towards.
- Extremely detailed and conscientious.
- Must be completely client focused and service oriented.
- Excellent communication skills, listening, verbal, and written.
- Ability to work well independently and part of a team.
- Professional and positive attitude and a desire to grow.
- Good knowledge of Microsoft Word, Outlook, Excel, and PowerPoint.
About Us
BFL CANADA is one of the largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America. We are a national collaborative team that thrives in a fast-paced environment. Our employees have the freedom to demonstrate their own creativity, leadership, and entrepreneurship because we strongly believe in them.
What We Offer
- Competitive salaries and a multitude of benefits starting day one.
- Generous medical and dental coverage, telemedicine, employee and family assistance program, and retirement and savings programs.
- Hybrid work program, wellness allowance, and year-round social activities and events.
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