Client Service Assistant

Job Details

Description

**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
**YOUR DAY AS A CLIENT SERVICE ASSISTANT**
- Issues certificates of insurance from client requests/contracts and, in conjunction with the CSM/CSR, ensures the insurance program meets requirements.
- Set up new clients in Epic
- Scan & attach policy docs to EPIC ( CSM/CSR will give the docs to CSA with instructions advising where to scan & how to name it)
- Process invoices and enclosure letters as instructed by the CSM/CSR
- Printing liability cards: pinks, NOA
- Issuing template letters for Liability cards and mailing them
- Attaches open & closed claim notices & submits to claim department
- Process return mail
- Issuance of Surety Documents
- Prepares Presentation of Policy Documentation in Binders for clients
- When required prepares file folders for policy/correspondence (stickers & labels)
- Follows BFL policies and procedures, including security and quality procedures, as currently set out and as amended from time to
- Other miscellaneous duties and special projects as required
- Hybrid work option will be available after training is complete

**OUR IDEAL CANDIDATE**
- Minimum 1 year insurance experience
- General Insurance License level 1 or 2 required
- Extremely detailed
- Must be completely client focused and service oriented
- Maintenance of licensing requirements/continuing education
- Excellent communication skills, listening, verbal, and written
- Ability to work well independently, as part of a team, and with others throughout the organization
- Positive attitude and a desire to grow
- Willingness to go beyond the job description
- Good knowledge of Microsoft Word, Outlook, Excel, and PowerPoint

**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;
- Choose our hybrid work program allowing you to maximize the benefits and efficiency of both face-to-face and telecommuting work.
- 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 BFL Winnipeg office is located in the heart of downtown, accessible by transit, near the Canada Life Centre (home of the Winnipeg Jets) and the new 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 see what we are up to and check out our other job openings.