Client Service Manager

Job Details

Description

**WHO ARE WE?**
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.

**CSI is seeking a Client Service Manager for its Quebec Office**
For assigned clients, the Benefits Client Service Manager provides administrative support to clients and sales support to Group Insurance Consultants. Duties include all aspects of employee benefits for group insurance and, where applicable, retirement plans and individual insurance with an emphasis on customer service and business development. In addition, for specific clients, he or she performs enrollments, changes and terminations of participants. If you are looking for a dynamic work environment, please keep reading

**Your Day as a Client Service Manager**
**Customer Service**:

- Responds to administrative questions from clients, including administration of their group insurance plan and, if needed, administration of their retirement or individual insurance plan.
- Respond to client and carrier inquiries.
- Explain to clients the policies of insurers and the different levels of government, for example: RAMQ, OHIP, etc.
- Gather the information necessary to prepare management tools (e.g. calculator).
- For specific clients: prepare or verify calculators and explain to clients how they work.
- For specific clients:

- Process enrollments, changes and terminations.
- Prepare and process monthly billing.
- Prepare and process taxable benefits.
- Prepare termination letters.
- Verify and follow up on implementations (new clients, existing clients, changes, etc.)
- Following a renewal, verify billing using confirmed renewal rates.
- Participate in membership campaigns and prepare presentations to employees (memos, flyers, folders, PowerPoint presentation, as appropriate).
- Follow up on documents and missing information with insurers or clients.
- Analyze various administrative problems and propose solutions.
- Communicate with insurers and participate in decision-making.
- Maintain files for follow-up and filing of correspondence, endorsements, etc.

Maintain up-to-date contact lists in Outlook for clients and insurers.
**Support to advisors, underwriters, customer service managers and other team members**:

- Handle client files, research and resolve issues and service clients while they are away and on vacation.
- Perform other duties and special projects as required.

**OUR IDEAL CANDIDATE**
- Valid license in group insurance, pension plan and individual insurance is an asset.
- Advanced knowledge of Word, Excel and PowerPoint.
- Dynamic and results-oriented employee.
- Strong affinity with numbers.
- Thoroughness, attention to detail and quality.
- Effective time management and respect for deadlines.
- Very good communication skills.
- Ability to work well independently and as part of a team, with insurers, clients and members of the organization.
- Bilingualism, both oral and written.

**PERKS**
- Join a dynamic team where entrepreneurship, innovation and collaboration are at the core of our values.
- Work in an organization that believes in integrity, respect and recognition of diversity and community support.
- Enjoy a competitive salary and a multitude of benefits from your first day with us including generous medical and dental coverage, telemedicine, an employee and family assistance program and RRSPs;
- Develop your career by choosing a company that encourages, supports continuing education, and invests in the training of its employees.
- Choose a stimulating work environment that will allow you to grow both personally and professionally, with a team, projects and challenges that are motivating and rewarding.
- We offer more than a job, we offer a career

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.