Client Service Associate - Real Estate Insurance

Job summary

The Client Service Associate assists the Client Service Manager and Client Executive in providing high-quality service through accurate documentation and processing of insurance submissions. They are responsible for maintaining client records, managing inquiries, and coordinating with various departments to resolve accounting and policy-related issues.

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 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 Associate to join our team in our Toronto Office! As a Client Service Associate in our Real Estate division, you will be responsible to assist 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 Associate * Processes 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 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. * Follows corporate policies and procedures. Our Ideal Candidate * 2-3 years insurance related experience * Must have a RIBO license * 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, Excel, PowerPoint * Ability to work with high volume accounts, in a fast paced environment * Effective time management/organizational skills * Client focused and service oriented * Energetic and flexible * Mature, positive attitude * Detail oriented 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 1,450 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. Office Information Our BFL Toronto office is located in beautiful downtown, in the core of the Financial District. Easily accessible by public transit, our office is close to a plethora of top-notch restaurants, ideal for enjoyable lunches or drinks after work. 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. 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. #LI-Hybrid

What you’ll do

The Client Service Associate assists the Client Service Manager and Client Executive in providing high-quality service through accurate documentation and processing of insurance submissions. They are responsible for maintaining client records, managing inquiries, and coordinating with various departments to resolve accounting and policy-related issues.

Requirements

Candidates must have 2-3 years of insurance-related experience and hold a valid RIBO license. Strong communication skills, proficiency in Microsoft Office, and the ability to work in a fast-paced, high-volume environment are required.

Benefits

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

Listed skills

• Customer service · Preferred
• Communication · Preferred
• Microsoft Word · Preferred
• Microsoft Outlook · Preferred
• Microsoft Excel · Preferred
• Time management · Preferred
• Detail-oriented · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Insurance
• Client service
• RIBO license
• Communication
• Microsoft Word
• Microsoft Outlook
• Microsoft Excel
• Microsoft PowerPoint
• Time management
• Organizational skills
• Detail oriented
• Customer service
• Energetic
• Professionalism
• Organizational Skills
• Growth Mindedness
• Positivity
• Accounts Receivable
• Accounting
• Brokerage
• Investments
• Customer Service
• Consulting
• Training And Development
• Creativity
• Marketing
• Innovation
• Invoicing
• Risk Management
• Memos
• Operations
• Real Estate
• Time Management
• Telehealth
• Detail Oriented

Job areas

• Finance & Accounting
• Customer Service & Support
• Administrative
• Consulting
• Real Estate Associate
• Insurance Customer Service Representative
• Insurance Representatives
• Customer Service Representatives

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