Client Service Assistant
3 weeks ago
About the Role
We are seeking a highly organized and detail-oriented Client Service Assistant to join our Real Estate Team in Vancouver. As a key member of our team, you will be responsible for providing exceptional customer service to our clients by processing submissions, obtaining claims history, and responding to inquiries in a timely and professional manner.
Key Responsibilities
- Process submissions and summaries for Marketing with clear instructions and direction from the Client Service Manager/Executive.
- Obtain claims history from the claims department on behalf of the Client Service Manager/Executive.
- Process proposals for new and renewal business with clear instructions and direction from the Client Service Manager/Executive.
- Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner in the absence of the Client Service Manager/Executive.
- Process cover notes/binders, invoices, certificates of insurance, enclosure/clarification letters, memos, and other documentation as required with clear instructions and direction from the Client Service Manager/Executive.
- Maintain expiry lists, records, and policy files to ensure they are organized and up to date.
- Request and follow up with Marketing for outstanding information, endorsements, or policy documentation.
- Create abeyances and advise the Client Service Manager/Executive of follow-ups on outstanding items from Marketing and clients.
- Process incoming mail and direct it to the appropriate personnel within the department.
- Work with the Accounting Department to resolve accounting discrepancies and related issues.
- Monitor and follow up on outstanding client receivables as instructed by the Client Service Manager/Executive.
- Organize and prepare premium financing when required.
- Other miscellaneous duties and special projects as required.
- Follow corporate policies and procedures.
Requirements
- 2-3 years of insurance-related experience.
- Level 2 license is an asset.
- Maintenance of licensing requirements/continuing education.
- Strong verbal and written communication skills.
- Ability to work well independently, as part of a team, and with others throughout the organization.
- Good knowledge of Microsoft Word, Outlook, EPIC, Excel, and PowerPoint.
- Ability to work with high-volume accounts in a fast-paced environment.
- Effective time management/organizational skills.
- Client-focused and service-oriented.
- Energetic and flexible.
- Mature, positive attitude.
- Detail-oriented.
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 have a team of over 1300 professionals located in 26 cities across the country. BFL Canada is a founding Partner of Lockton Global LLP, a partnership of independent insurance brokers who provide Risk Management, Insurance, and Benefits Consulting services in over 140 countries around the world.
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. We are committed to fostering an environment that is diverse, equitable, inclusive, and accessible to all.
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