Client Service Assistant - Commercial Insurance

Job summary

The Client Service Assistant will support the team by managing policy documentation, processing invoices, and issuing certificates of insurance. They will also assist in monitoring client accounts and coordinating with underwriters to ensure accurate service delivery.

Job details

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 centre 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 Assistant to join our team in our Vancouver office! As a Client Service Assistant in our Commercial department, you will be responsible to assist all existing parties in the team. You will be working closely with the Client Service Manager (CSM) and Client Executive (CE) to provide the highest quality service to clients by providing professional and accurate documentation. If you are career-minded and looking for a dynamic work environment with a growth mindset, you will love working among our team! Your day as a Client Service Assistant Administrative * Print correspondence as needed and maintain policy files and/or electronic files to ensure that they are organized and up to date. * Process cover notes/binders, invoices, enclosure letters, memos, and other documentation as required * Prepare certificate lists at renewal and issues certificates of insurance as confirmed with the client. * Create abeyances, advise team, and follow up for outstanding items. * Process incoming mail and direct to the appropriate person on the team. * Update the renewal list as required. * Ensure all correspondence is accurate and flows in a timely * Update information in our internal management system as needed. Accounting/Premium Finance * In conjunction with the CSM, monitor and follow up on outstanding client accounts receivables. * Work with the Accounting Department and insurers to resolve accounting discrepancies and related issues. * Organize and prepare premium financing, when required. Client/Insurer * Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner. * Issue certificates of insurance from client requests/contracts and, in conjunction with the CSM, ensure the insurance program meets requirements. * With the CSM, contact insurers to confirm coverage and amend as needed. * Advise clients of any discrepancies between the insurance program and the insurance requirements. * Assist the CSM in preparing underwriting submissions and client proposals when required. * Obtain claims history from the internal system, Claims Department, or insurers at renewal or when required. * Request and follow up with insurers and clients for outstanding information, endorsements or documentation, as applicable. * Provide a first review of the policy documents and endorsements. General * 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 * Assist teammates accordingly to fulfill excellent client Our Ideal Candidate * At least 2-3 years of insurance experience in a similar role * Level 1 license required, Level 2 preferred * Tactful, mature and professional attitude in both internal and external matters * Solid proficiency in Microsoft Office, especially Excel * Strong ability and creativity to create/produce reports and presentations * Excellent communication and interpersonal skills * A proactive, collaborative approach with a strong sense of accountability and initiative * Strong interest to develop in commercial insurance * Detail oriented and high level of accuracy The expected salary for this role ranges from $52,000 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 over 1,500 professionals located in 27 offices across the country. Thanks to its Local International Office Network of independent brokers (LION), BFL CANADA provides clients with privileged access to insurance partners in over 140 countries, helping to support their operations both in Canada and globally. 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 [https://www.linkedin.com/company/bfl-canada/mycompany/?viewAsMember=true] to get privileged access to our activities and see our other job opportunities. Learn more about us on our website: http://www.bflcanada.ca/ [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.

What you’ll do

The Client Service Assistant will support the team by managing policy documentation, processing invoices, and issuing certificates of insurance. They will also assist in monitoring client accounts and coordinating with underwriters to ensure accurate service delivery.

Requirements

Candidates must have at least 2-3 years of insurance experience and hold a Level 1 insurance license. Proficiency in Microsoft Office, particularly Excel, along with strong communication and organizational skills, is required.

Benefits

• Medical coverage • Dental coverage • Telemedicine • Employee and family assistance program • Retirement and savings programs • Wellness allowance • Hybrid work program

Listed skills

• Customer service · Preferred
• Administrative Support · Preferred
• interpersonal skills · Preferred
• Detail-oriented · Preferred
• Microsoft Excel · Preferred
• Communication · Preferred
• Reporting · Preferred
• Accuracy · Preferred
• Microsoft Office · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Commercial insurance
• Administrative support
• Microsoft Office
• Excel
• Client service
• Documentation management
• Communication
• Interpersonal skills
• Accountability
• Initiative
• Detail oriented
• Accuracy
• Reporting
• Presentations
• Tactfulness
• Professionalism
• Growth Mindedness
• Microsoft Excel
• Accounts Receivable
• Accounting
• Underwriting
• Brokerage
• Investments
• Consulting
• Training And Development
• Creativity
• Finance
• Leadership
• Innovation
• Interpersonal Communications
• Invoicing
• Risk Management
• Memos
• Operations
• Telehealth
• Detail Oriented

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support
• Consulting
• Commercial Insurance Assistant
• Insurance Customer Service Representative
• Insurance Representatives
• Customer Service Representatives