Client Service Manager - Group Benefits

November 26 2024
Industries Bank, Insurance, Financial services
Categories Account receivables,
Vancouver, BC • Full time

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 Manager for the Benefits team in our Vancouver Office.

As a member of our Benefits team, you will play a key role in providing exceptional service to our clients and supporting our Benefits Consultants. You will serve as a liaison between clients and insurers, ensuring the smooth administration of group and individual insurance, and assisting with the resolution of any related matters.

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

Your day as a Client Service Manager

Client

  • Proactively assist with managing group insurance clients and, if applicable, individual insurance.
  • Respond to emails and calls from clients and insurers regarding insurance plans, ensuring timely and accurate service.
  • Address and resolve complex issues, including extension of benefits and late enrollments.
  • Assist clients with administrative procedures like enrollments, changes, and terminations.
  • Ensure the resolution of outstanding issues with clients and insurers promptly.
  • Help implement new carriers by managing necessary documents like Master Applications and Employee Data.
  • Support the creation of employee communications, including memos and presentations for implementations, renewals, and amendments.
  • Participate in regular scheduled calls with clients and support the Benefits Consultants in managing client relationships.

Process Management

  • Review and manage the dashboard in SIMBA to ensure timely processing of tasks.
  • Ensure all required processes, including Client Onboarding, New Carrier Implementations, and Amendments, are accurately entered into SIMBA.
  • Conduct audits to ensure all eligible employees are enrolled in the group insurance plan.

Team

  • Supervises and trains the CSA on internal procedures and works to develop their general insurance
    knowledge.
  • Proofs CSA's work to ensure internal and external documents are accurate and expedited in a timely manner.
  • Works with the CSA to ensure timely and accurate follow ups on outstanding client accounts receivables.
  • Provide backup for clients that are not assigned to you during team member absences.
  • Provide support and assistance to the Client Service Manager 1 as required.

General

  • Maintains policy files and/or electronic files to ensure that they are organized and up to date.
  • Responds to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
  • Participates in industry functions and targeted public relations activities.
  • Maintains important market relationships.
  • 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.

Our ideal candidate

  • Minimum 3 years of experience in a similar role
  • Extremely detailed.
  • Must be completely client focused and service oriented.
  • 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.
  • Knowledge of Canadian benefits administration is an asset.
  • Ability to solve complex client issues while maintaining high service standards.

The expected salary for this role ranges from $60,000 to $80,000. 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 more than 1400 professionals located in 27 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.

A subsidiary of BFL CANADA, BFL CANADA Benefits is a well-known and respected benefits consulting firm with more than 30 years of expertise in employee benefits including group and individual insurance, retirement planning and investment, and special risk insurance.

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.

#LI-Hybrid

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