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Home Canada Client Service Assistant

Client Service Assistant

Full time at a Laimoon Verified Company in Canada
Posted on May 5, 2023

Job details

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.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. BFL CANADA is looking for a Client Service Assistant in Real Estate for its Kelowna Office!As a member of our Real Estate division, you will be responsible to assist the Client Service Manager (CSM) and/or Client Executive (CE) to provide the highest quality service to clients by providing professional and accurate documentation.If you're looking for a dynamic work environment, keep reading! YOUR DAY AS A CLIENT SERVICE ASSISTANTProcesses submissions and/or summaries and provides to Marketing, with clear instructions and direction from CSM/CE.Obtains claims history from claims department on behalf of CSM/CE.Processes proposals for new and renewal business, with clear instructions and direction from the CSM/CE.Responds to telephone calls and written inquiries from clients and underwriters in a timely and professional manner, in the absence of the CSM/CE.Processes cover notes/binders, invoices, certificates of insurance, enclosure/clarification letters, memos, and other documentation as required, with clear instructions and direction from CSM/CE.Maintains expiry lists, records, and policy files to ensure that they are organized and up to date.Requests and follows up with Marketing for outstanding information, endorsements or policy documentation.Creates abeyances and advises CSM/CE of follow ups on outstanding items from Marketing and clients.Processes incoming mail and directs to appropriate personnel within the department.Works with Accounting Department to resolve accounting discrepancies and related issues.Monitors and follows up on outstanding client receivables, as instructed by the CSM/CE.Organizes and prepares premium financing, when required.Other miscellaneous duties and special projects as required.OUR IDEAL CANDIDATE 2-3 years Commercial insurance related experience an assetLevel 2 licenseMaintenance of licensing requirements/continuing education,Strong verbal and written communication skills,Ability to work well independently, as part of a team and with others throughout the organization,Good knowledge of Microsoft Word, Outlook, EPIC, Excel, PowerPointAbility to work with high volume accounts, in a fast paced environmentEffective time management/organizational skillsClient focused and service orientedEnergetic and flexibleMature, positive attitudeDetail oriented PERKSJoin a dynamic team where entrepreneurship, innovation and collaboration are at the core of our values.Work in an organization that believes in integrity, respect and recognition of diversity and community support.Enjoy a competitive salary and a multitude of benefits from your first day with us including generous medical and dental coverage, telemedicine, an employee and family assistance program and RRSPs;Choose our hybrid work program allowing you to maximize the benefits and efficiency of both face-to-face and telecommuting work.Develop your career by choosing a company that encourages, supports continuing education, and invests in the training of its employees.Choose a stimulating work environment that will allow you to grow both personally and professionally, with a team, projects and challenges that are motivating and rewarding.OFFICE INFORMATION Our Kelowna office is situated in the Landmark Professional District in central Kelowna, close to many great amenities. We are so pleased to be located near coffee shops, restaurants and services with a fitness room in the building. Our office is easily accessible for employees by car and public transit, and there is bike storage on site. Living in the sunny Okanagan provides unlimited access to wineries, ski hills, golf, hiking and biking not to mention water sports. Let's stay in touch: follow us on LinkedIn to see what we are up to and check out our other job openings.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 disabilities. 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. Insurance

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