Client Service Associate

5 days ago


Vancouver, British Columbia, Canada BFL Canada Full time

Key Responsibilities

  • Assist existing parties in the Commercial Team to provide high-quality service to clients.
  • Work closely with the Client Service Manager, Client Executive(s), and teammates to ensure accurate documentation and efficient processes.
  • Perform tasks such as printing correspondence, maintaining policy files, processing cover notes and invoices, and updating the renewal list.
  • Process incoming mail and direct it to the appropriate team member.
  • Monitor and follow up on outstanding client accounts receivables in conjunction with the Client Service Manager.
  • Organize and prepare premium financing, work with the Accounting Department, and resolve accounting discrepancies.
  • Respond to client inquiries, issue certificates of insurance, and confirm coverage with insurers.

Requirements

  • Minimum 2 years of Commercial insurance experience or relevant education.
  • Level 2 license or working towards, with a focus on insurance designations like CIP or CAIB.
  • Excellent communication, listening, and written skills.
  • Ability to work independently and as part of a team, with a professional and positive attitude.
  • Good knowledge of Microsoft Office applications, including Word, Outlook, Excel, and PowerPoint.

About Us

BFL CANADA is a leading Risk Management, Insurance Brokerage, and Employee Benefits consulting services firm with over 1300 professionals across 26 cities in Canada and a global partnership with Lockton Global LLP.



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