Client Service Assistant

1 week ago

Waterloo, Canada BFL Canada Full time

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.

**We are looking for a Client Service Assistant to join our team in our Waterloo office**

As Client Service Assistant, you will be responsible to assist the Client Service Manager and the Client Service Representative to ensure the Commercial team meets company objectives and quality service to clients, colleagues, and insurers.

If you are career-minded and looking for a dynamic work environment with a growth mindset, you will love working among our team

**Your day as a Client Service Assistant**
- Prepare certificates of insurance and automobile liability cards (pink slips).
- Manage and update monthly bordereau.
- Assist with preparation of renewal presentation and new business proposal.
- 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.
- At least 1 year of work experience in insurance is an asset.
- College or university diploma is required.
- RIBO licensed an asset.
- Detail oriented with excellent organizational and time management skills.
- Strong verbal and written communication skills.
- Excellent knowledge of the Microsoft Office suite.
- Customer focused and sales oriented.
- Ability to work well independently and as part of a team.

**More about us**

Our BFL Waterloo office is located at 187 King Street South. Easily accessible by public transit, our office is close to a plethora of top-notch restaurants, ideal for enjoyable lunches or drinks after work.

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.

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