Commercial Insurance Assistant

5 hours ago

Waterloo, Ontario, Canada BFL Canada Full time

About the Role

We are seeking a highly skilled Commercial Insurance Assistant to join our team in Waterloo. As a key member of our Commercial team, you will be responsible for providing exceptional client service and support to our clients, colleagues, and insurers.

Key Responsibilities

  • Prepare certificates of insurance and automobile liability cards (pink slips).
  • Manage and update monthly bordereau.
  • Assist with the preparation of renewal presentations and new business proposals.
  • Prepare client manuals.
  • Follow up on policies and endorsements.
  • Prepare and update Excel spreadsheets.
  • Prepare cover notes, invoices, and letters for clients.
  • Pull MVRs.
  • Complete Word Sensa policy comparison.
  • Request loss experience from insurers.

Requirements

  • At least 1 year of work experience in Commercial Insurance.
  • College or university diploma is required.
  • RIBO licensed.
  • Customer focused and sales oriented.
  • Ability to work well independently and as part of a team.
  • Strong verbal and written communication skills.
  • Good knowledge of the MS Office Suite (Excel, Outlook, and Word)
  • Strong analytical and problem-solving skills.
  • Effective time management and organizational skills.

About Us

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 more than 1300 professionals located in 27 offices across the country. Our employees have free rein to demonstrate their creativity, leadership, and entrepreneurial skills since we believe in each one of them. BFL CANADA is a founding Partner of Lockton Global LLP, a partnership of independent insurance brokers who provide Risk Management, Insurance and Benefits

We welcome and encourage applications from people with diverse abilities. BFL Canada is committed to fostering an environment that is diverse, equitable, inclusive, and accessible to all. The diversity of our talents enables innovation and creativity through diverse backgrounds, different thinking, and unique knowledge. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Offers of employment at BFL CANADA are conditional upon satisfactory results of background verifications.

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