Professional Insurance Coordinator
2 weeks ago
This role offers a dynamic work environment, competitive salaries and a multitude of benefits. As a Client Service Assistant at BFL Canada, you will be part of a national collaborative team that thrives in a fast-paced environment.
About the RoleWe are seeking a detail-oriented and service-focused individual to assist our Professional Services Team in Vancouver. The successful candidate will provide high-quality support to clients by supplying professional and accurate documentation.
Responsibilities- Assist in maintaining policy files and electronic records, ensuring accuracy and timeliness.
- Process correspondence, invoices, and other documentation as required.
- Prepare certificate lists, issue certificates of insurance, and follow up on outstanding items.
- Update renewal lists and ensure all correspondence is accurate and well-timed.
- Utilize our internal management system EPIC to update information.
- Monitor and follow up on client accounts receivables with the CSM.
- Work with the Accounting Department and insurers to resolve discrepancies and related issues.
- Organize premium financing when required.
- Respond to telephone calls and written inquiries from clients and underwriters.
- Issue certificates of insurance and confirm coverage with insurers.
- Advise clients of any discrepancies between the insurance program and requirements.
- Assist in preparing underwriting submissions and client proposals.
- Fully comply with BFL policies and procedures.
- Perform miscellaneous duties and special projects as required.
- Assist teammates to provide excellent client service.
To succeed in this role, you should possess:
- Minimum 2 years of commercial insurance experience or relevant education.
- Level 2 license, or working towards.
- Detailed and conscientious approach.
- Excellent communication skills, listening, verbal, and written.
- Able to work independently and as part of a team.
- Professional attitude and a desire to grow.
- Willingness to go beyond job expectations.
- Good knowledge of Microsoft Word, Outlook, Excel, and PowerPoint.
We offer a competitive salary range of $52,000 to $80,000, determined by factors including prior experience, location, business segment, and relevance of the candidate's skills to the role. Additionally, we provide a multitude of benefits, including generous medical and dental coverage, telemedicine, employee and family assistance program, and retirement and savings programs.
About UsBFL Canada is one of the largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America. Our Vancouver office is situated in Coal Harbour, offering easy accessibility by car and public transit. We welcome applications from diverse candidates and commit to fostering an inclusive environment.
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