Client Service Professional

2 weeks ago

Vancouver, British Columbia, Canada BFL Canada Full time

Unlock a Career in Risk Management



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 are seeking a Client Service Assistant to join our Professional Services Team in Vancouver. As a key member of our Construction division, you will be responsible for assisting existing parties in the team, providing top-notch service to clients by supplying accurate documentation.



Job Responsibilities:

  • Administrative Support: Print correspondence as needed, maintain policy files and electronic files to ensure they are organized and up-to-date.
  • Documentation Processing: Process cover notes/binders, invoices, enclosure letters, memos, and other documentation as required or work with the Central Processing Unit to produce the same.
  • Certificate Issuance: Prepare certificate lists at renewal and issue certificates of insurance as confirmed with the client.
  • Abeyances and Follow-ups: Create abeyances, advise the team, and follow up on outstanding items.
  • Incoming Mail Management: Process incoming mail and direct it to the appropriate person on the team.
  • Renewal List Updates: Update the renewal list as required.
  • Correspondence Accuracy: Ensure all correspondence is accurate and flows in a timely manner.
  • EPIC System Updates: Update information in our internal management system EPIC.


Accounting/Premium Finance:

  • Outstanding Accounts Receivables: Monitor and follow up on outstanding client accounts receivables in conjunction with the CSM.
  • Accounting Discrepancies: Work with the Accounting Department and insurers to resolve accounting discrepancies and related issues.
  • Premium Financing: Organize and prepare premium financing when required.


Client/Insurer:

  • Client Communication: Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
  • Certificate Issuance: Issue certificates of insurance from client requests/contracts and ensure the insurance program meets requirements in conjunction with the CSM.
  • Coverage Confirmation: Contact insurers to confirm coverage and amend as needed with the CSM.
  • Discrepancy Notification: Advise clients of any discrepancies between the insurance program and the insurance requirements.
  • Underwriting Submissions: Assist the CSM in preparing underwriting submissions and client proposals when required.
  • Claims History: Obtain claims history from the internal system, Claims Department, or insurers at renewal or when required.
  • Request and Follow-up: Request and follow up with insurers and clients for outstanding information, endorsements, or documentation as applicable.
  • Policy Document Review: Provide a first review of the policy documents and endorsements.


General:

  • BFL Policies and Procedures: Follows BFL policies and procedures, including security and quality procedures, as currently set out and as amended from time to time.
  • Miscellaneous Duties: Other miscellaneous duties and special projects as required.
  • Team Collaboration: Assist teammates accordingly to fulfill excellent client service.


Our Ideal Candidate:

  • Commercial Insurance Experience: Minimum 2 years Commercial insurance experience or relevant insurance education.
  • Licensing Requirements: Level 2 license, or working towards.
  • Detailed and Conscientious: Extremely detailed and conscientious.
  • Client Focus: Must be completely client-focused and service-oriented.
  • Maintenance of Licensing: Maintenance of licensing requirements/continuing education.
  • Excellent Communication Skills: Excellent communication skills, listening, verbal, and written.
  • Independent and Teamwork: Ability to work well independently and part of a team.
  • Professional Attitude: Professional and positive attitude and a desire to grow.
  • Will to Go Beyond: Willingness to go beyond the job description.
  • Microsoft Office Proficiency: Good knowledge of Microsoft Word, Outlook, Excel, and PowerPoint.


The estimated salary for this role ranges from $52,000 to $80,000 annually, determined by factors including prior experience, location, business segment, and relevance of the candidate's skills to the role.



About Us:



BFL CANADA is an employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firm with over 1300 professionals located in 26 cities across Canada.



Why Choose BFL:



At BFL, we empower our employees to demonstrate their creativity, leadership, and entrepreneurship because we believe in them. We are a national collaborative team that thrives in a fast-paced environment.



Office Information:



Our Vancouver office is situated in Coal Harbour, offering easy access by car and public transit. Employees often enjoy activities along the Seawall during their lunch break.

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