Client Service Assistant

1 month ago

Toronto, Canada BFL Canada Full time

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 – Global Team to join our team in our Toronto office

As a member of our Toronto office, you will be responsible to assist all existing parties in the team. You will be working closely with your team, which consists of a Client Service Assistant, Client Service Manager, and Client Executive(s) to provide the highest quality service to clients by supplying professional and accurate documentation.

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

Print correspondence as needed and maintain policy files and/or electronic files to ensure that they are organized and up to date.  Process cover notes/binders, invoices, enclosure letters, memos, and other documentation as required.  Prepare certificate lists at renewal and issues certificates of insurance as confirmed with the client.  Create abeyances, advise Team, and follow up for outstanding items.  Process incoming mail and direct to the appropriate person on the Team.  Update the renewal list as required.  Ensure all correspondence is accurate and flows in a timely manner. Update information in our internal management system EPIC.

Accounting/Premium Finance

In conjunction with the CSM, monitor and follow up on outstanding client accounts receivables. Work with the Accounting Department and insurers to resolve accounting discrepancies and related issues.  Organize and prepare premium financing, when required. 

Client/Insurer

Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.  Issue certificates of insurance from client requests/contracts and, in conjunction with the CSM, ensure the insurance program meets requirements. With the CSM, contact insurers to confirm coverage and amend as needed.  Advise clients of any discrepancies between the insurance program and the insurance requirements.  Assist the CSM in preparing underwriting submissions and client proposals when required. Obtain claims history from the internal system, Claims Department, or insurers at renewal or when required.  Request and follow up with insurers and clients for outstanding information, endorsements or documentation, as applicable.  Provide a first review of the policy documents and endorsements.

General

Follows BFL policies and procedures, including security and quality procedures, as currently set out and as amended from time to time.  Other miscellaneous duties and special projects as required. Assist teammates accordingly to fulfill excellent client service.

Our ideal candidate

1 - 2 years Commercial Insurance experience. Extremely detailed and conscientious. Must be completely client focused and service oriented. RIBO License, Insurance designation, CIP or CAIB is an asset. Maintenance of licensing requirements/continuing education. Excellent communication skills, listening, verbal, and written. Ability to work well independently and part of a team.  Professional and positive attitude and a desire to grow. Willingness to go beyond the job description. Good knowledge of Microsoft Word, Outlook, Excel, and PowerPoint.

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 CANADA Toronto office is located in beautiful downtown, in the core of the Financial District. 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 to get privileged access to our activities and see our other job opportunities.

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