Client Service Representative

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.

**BFL CANADA is seeking a Client Service Representative for its Commercial team in Montreal**
As a Client Service Representative, you will work with the Client Service Manager to achieve company goals and provide quality service to customers, colleagues and insurers. If you are looking for a dynamic work environment, read on

**YOUR DAY AS A CLIENT SERVICE REPRESENTATIVE**:

- Coordinate renewal notices to the client; maintain relevant account documentation and correspondence.
- Responds to telephone calls and written inquiries from existing and new business clients and insurers in a prompt and professional manner.
- Prepares service offers for new business and renewals.
- Negotiates with insurers for changes, renewals and new business as required.
- Verifies policy language and other documents for accuracy and completeness.
- Ensure maximum retention of existing clients by providing exceptional service through regular communication with clients to verify the quality of service delivered and that their expectations are met and exceeded.
- Request and follow up on missing information, endorsements and policy documents from insurers.
- Maintain renewal lists, records and files for policies so that they are organized and up to date.
- Follows up with underwriters and clients on outstanding files.
- Maintain an extensive network of market relationships.
- Implement appropriate procedures related to claims administration and loss prevention measures.
- Assist in developing client presentations.
- Adhere to BFL policies and procedures as currently stated and as amended from time to time.
- Perform other duties and special projects as required.

**OUR IDEAL CANDIDATE**
- University degree (usually in business or finance) or equivalent work experience.
- At least 2 years’ experience in insurance brokerage.
- Insurance broker's license issued by the AMF.
- Ability to work well independently, in a team environment and with other members of the organization.
- Advanced knowledge of Word, Excel and PowerPoint.
- Thoroughness, attention to detail and quality and adherence to deadlines.
- Effective time management.
- Customer service oriented.
- Bilingual (French and English).

**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.

Our Montreal office is located at the heart of downtown Montreal, the largest city in Quebec. Our employees can benefit from the numerous exciting activities organized in the neighborhood.

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/