Client Service Assistant
1 day 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.
- Prepare certificate lists, issue certificates of insurance, and create abeyances as needed.
- Update information in our internal management system EPIC.
- Monitor and follow up on outstanding client accounts receivables.
- Work with the Accounting Department and insurers to resolve accounting discrepancies and related issues.
- Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
- Issue certificates of insurance and ensure the insurance program meets requirements.
- Assist the Client Service Manager in preparing underwriting submissions and client proposals when required.
- Obtain claims history and request outstanding information from insurers and clients as needed.
Requirements
- Minimum 2 years 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 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 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
We offer a dynamic work environment, competitive salaries, and a multitude of benefits, 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.
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