Client Service Associate
5 days ago
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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