Client Service Representative

Job Details

Description

**We offer more than a job, we offer a career**
- We support our employees to shape their career by encouraging continuing education and investing in training and development.
- We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding.
- We inspire people to do what they are passionate about by believing in integrity, respect and recognition of diversity and community support.
- We are a dynamic team where entrepreneurship, innovation and collaboration are at the core of our values.
- We offer competitive salaries and a multitude of benefits starting day one including generous medical and dental coverage, telemedicine, employee and family assistance program, and retirement and savings programs.
- We recognize the importance of work-life balance with our hybrid work program, wellness allowance, and year-round social activities and events.

**Who we are.**

Founded in 1987 by Barry F. Lorenzetti, BFL CANADA is one of the largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America. The firm has a team of over 1000 professionals located in 24 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 Consulting services in over 140 countries around the world.

**BFL CANADA is looking for a Client Service Representative for its Winnipeg office**

The primary purpose of this position is to provide customers with the highest possible level of service. This includes responsibility for all communication in the area of selling, servicing, and maintaining of customer files and documents

If you’re looking for a dynamic work environment, keep reading

**Your day as a **Client Service Representative**:

- Servicing commercial fleet clients including but not limited to: new, renewals including change requests, invoicing, issuance of certificates for MPI Autopac and SRE
- Conduct enquiries with MPI.
- Maintain fleet expiry lists, records, and policy files to ensure they are organized and up to date.
- Create and maintain files for all commercial fleet clients.
- Contact fleet clients regarding renewals and follow up on pending issues.
- Reviews MPI documents for accuracy and completeness.
- MPI Autopac stock ordering, and inventory reconciliations.
- Create fleet summary, renewal, and invoice reports. Issue certificates of insurance and other required documents.
- Resolve accounting discrepancies and related issues with clients and MPI.
- Monitor and follow up on outstanding accounts receivable.
- Invoice and maintain client information on EPIC.
- Produce spreadsheets and reports for clients and Client Executives according to their needs.
- Level 1 or 2 License
- Customer focused and sales oriented.
- 3 years Autopac/SRE experience
- Knowledge of Microsoft word and Excel and EPIC
- Strong verbal and written communication skills
- Ability to work well independently and as part of a team
- Excellent organizational skills, time management skills & detail oriented
- Ability to work well with others throughout the organization

**More about us**

Our BFL Winnipeg office is located in the heart of downtown, accessible by transit, near the BELL MTS Place (home of the Winnipeg Jets) and the upcoming True North Square. There is an amazing variety of restaurants available, and we are only a short walk away from Food Truck Ally by the legislator grounds.

Let’s stay in touch: follow us on LinkedIn to get privileged access to our activities and see our other job opportunities.

Visit our website to learn more about us: bflcanada.ca/

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