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.

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

As a Client Service Representative, you will be responsible to maintain and service a profitable book of business based upon the company’s objectives and individual business plans.

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 Representative**
- Request and follow up with insurers and/or clients for outstanding information, endorsements or policy documentation.
- Prepare proposals for renewals and new business.
- Respond to telephone calls and written inquiries from clients and underwriters.
- Work with the Client Executives and Client Service Managers in negotiating with Insurers and/or changes, renewals and new business where applicable.
- Review policy wordings and other documentation for accuracy and completeness and as required, notes and corrects errors.
- Create abeyance and follows up for outstanding items from underwriters, markets and clients.
- Market own new business and renewals when necessary.
- Monitor and follow up on outstanding client’s receivables.
- Create and streamline processes.
- Responsible for monthly Bordeaux, where required
- Invoice and manage receivables.
- Other miscellaneous duties and special projects as required.
- Minimum 3 years industry related experience
- Professional designation required (RIBO)
- Good knowledge of markets and their policy wordings
- Strong verbal and written communication skills
- Ability to work well independently, as part of a team
- Good knowledge of Intact Broker Portal and EPIC is an asset
- Effective time management and organizational skills
- Customer focused and service oriented.
- High attention to detail.

**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.

**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.