Client Service Assistant - Private Client Services

BFL CANADA is one of the largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America. They are looking for a Client Service Assistant in their Private Client Services division to provide high-level customer service and support for insurance products, while also engaging in business development and workflow improvements.

Responsibilities

• Prints correspondence as needed and maintains electronic files (EPIC) to ensure that they are organized and up to date
• Processes cover notes/binders, invoices, renewal and endorsement letters, memos, and other documentation as required
• Organizes and manages activities, ensuring timely follow-up on outstanding tasks and items
• Processes incoming mail and directs to the appropriate person on the Team
• Ensures all correspondence is accurate and flows in a timely manner
• In conjunction with the Client Executives, monitors and follows up on outstanding client accounts receivables, as requested
• Works with the Accounting Department and insurers to resolve accounting discrepancies and related issues
• Deliver outstanding client service by addressing needs promptly and ensuring a positive experience
• Obtain required underwriting information for client referrals
• Responds to telephone calls and written inquiries from clients and underwriters in a timely and professional manner
• Assists the Client Executives in preparing underwriting submissions and client proposals when required
• Requests and follows up with insurers and clients for outstanding information, endorsements or documentation, as applicable
• Provides a first review of the policy documents
• Processes payments
• Enters quotes into Applied Rating Services, and the applicable company portal(s)
• Performs home evaluators
• Performs remarkets of policies
• 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

Skills

• 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

Benefits

• Generous medical and dental coverage
• Telemedicine
• Employee and family assistance program
• Retirement and savings programs
• Work life balance with our hybrid work program
• Wellness allowance
• Year-round social activities and events

Company Overview