Client Service Assistant

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.

BFL CANADA is looking for a Client Service Assistant for our Vancouver Office!

As a Client Service Assistant, you'll work closely with the Client Service Manager and Client Executive to deliver the highest quality service to clients. Your responsibilities will include providing professional and accurate documentation, and providing service-oriented support.

If you're looking for a dynamic work environment, keep reading!

Your day as a Client Service Assistant

Administrative:

• Maintain electronic and physical files to ensure they are organized and up to date.

• Process cover notes, binders, invoices, certificates of insurance, memos, and other documentation as required.

• Print correspondence and ensure all materials are accurate and flow in a timely manner.

• Process incoming mail and direct it to the appropriate person.

• Organize and manage activities, ensuring timely follow-up on outstanding tasks and items.

• Create abeyances and follow up with the team on outstanding items.

• Update internal management systems (e.g., EPIC) as necessary.

Accounting/Premium Finance:

• Monitor and follow up on outstanding client accounts receivables.

• Work with the Accounting Department to resolve discrepancies and related issues.

• Organize and prepare premium financing when required.

Client/Insurer Relations:

• Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.

• Obtain underwriting information and assist with preparing proposals, submissions, and client proposals.

• Issue certificates of insurance as requested by clients and ensure the insurance program meets their requirements.

• Request and follow up on outstanding information, endorsements, or policy documentation.

• Assist in the preparation of underwriting submissions and ensure policy documents are accurate.

• Obtain claims history from relevant departments and follow up with insurers and clients for necessary documentation.

General:

• Follow corporate policies and procedures, ensuring compliance with security and quality guidelines.

• Assist teammates to ensure excellent client service.

• Handle miscellaneous duties and special projects as required.

Our ideal candidate

• Level 2 license (insurance designation, CAIB or CIP preferred), or working towards
• Extremely detailed.
• Must be 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.

The expected salary for this role ranges from $55,000 to $70,000. Annual salary will be determined by factors including prior experience, location, business segment, and relevance of the candidate's skills to the role.

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 1400 professionals located in 27 cities across the country. 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.

Here at BFL our employees have the freedom to demonstrate their own creativity, leadership and entrepreneurship because we strongly believe in them. We are a national collaborative team that thrives in a fast-paced environment.

Office information

Our Vancouver office is situated in Coal Harbour, half a block from the world renowned Seawall. Employees often enjoy activities along the Seawall during their lunch break with Stanley Park being close by. Our office is easily accessible for employees by car and public transit and there are bike storage lockers in our building.

Let's stay in touch: follow us on LinkedIn to get privileged access to our activities and see our other job opportunities.

Learn more about us on our website: http://www.bflcanada.ca/

BFL CANADA is an equal opportunity employer.

We welcome and encourage applications from people with diverse abilities. BFL Canada is committed to fostering an environment that is diverse, equitable, inclusive and accessible to all. The diversity of our talents enables innovation and creativity through diverse backgrounds, different thinking and unique knowledge. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Offers of employment at BFL CANADA are conditional upon satisfactory results of background verifications.

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