Client Service Assistant - Commercial Insurance
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 seeking a Client Service Assistant to support the Client Service Manager and Representative in ensuring quality service to clients and meeting company objectives.
Responsibilities
- Prepare certificates of insurance and automobile liability cards (pink slips)
- Manage and update monthly bordereau
- Assist with the preparation of renewal presentations and new business proposals
- Prepare client manuals
- Follow up on policies and endorsements
- Prepare and update Excel spreadsheets
- Prepare cover notes, invoices, and letters for clients
- Pull MVRs
- Complete Word Sensa policy comparison
- Request loss experience from insurers
Skills
- College or university diploma is required
- Customer focused and sales oriented
- Ability to work well independently and as part of a team
- Strong verbal and written communication skills
- Good knowledge of the MS Office Suite (Excel, Outlook, and Word)
- Strong analytical and problem-solving skills
- Effective time management and organizational skills
- At least 1 year of work experience in insurance is an asset
- RIBO licensed an asset
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