Client Service Assistant
4 weeks ago
About the Role
We are seeking a highly detail-oriented and organized Client Service Assistant to join our Commercial Team in Vancouver. As a key member of our team, you will be responsible for providing exceptional client service 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.
- 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.
- Respond to telephone calls and written inquiries from clients and underwriters.
- Issue certificates of insurance and ensure the insurance program meets requirements.
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.
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 offer a dynamic work environment, competitive salaries, and a multitude of benefits.
Why Join Us?
We are committed to fostering an environment that is diverse, equitable, inclusive, and accessible to all. Our team is passionate about delivering exceptional client service and making a positive impact in our community.
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