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Client Service Assistant
2 months ago
About the Role
We are seeking a highly detail-oriented and client-focused Client Service Assistant to join our Commercial Team in Vancouver. As a key member of our team, you will be responsible for providing exceptional service to our clients by supplying professional and accurate documentation.
Key Responsibilities
- Process correspondence, invoices, and other documentation as required, ensuring accuracy and timeliness.
- Prepare certificate lists, issue certificates of insurance, and create abeyances as needed.
- Update information in our internal management system, EPIC, and ensure all correspondence is accurate and flows in a timely manner.
- Monitor and follow up on outstanding client accounts receivables, working with the Accounting Department and insurers to resolve discrepancies.
- Respond to client inquiries, issue certificates of insurance, and contact insurers to confirm coverage and amend as needed.
- Assist the Client Service Manager in preparing underwriting submissions and client proposals, and obtain claims history from the internal system or insurers.
Requirements
- Minimum 2 years of Commercial insurance experience or relevant insurance education.
- Level 2 license (insurance designation, CIP or CAIB preferred) or working towards.
- Excellent communication skills, listening, verbal, and written.
- Ability to work well independently and as part of a team.
- Professional and positive attitude, with a desire to grow and contribute to the team's success.
About BFL Canada
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 committed to fostering an environment that is diverse, equitable, inclusive, and accessible to all. We welcome and encourage applications from people with diverse abilities.
Why Join Us?
At BFL Canada, we offer a dynamic work environment, competitive salaries, and a multitude of benefits, including generous medical and dental coverage, telemedicine, and retirement and savings programs. We recognize the importance of work-life balance and offer a hybrid work program, wellness allowance, and year-round social activities and events.
