Client Service Assistant

BFL Canada; Southwestern Ontario; On-site; CAD 50,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental coverage

Telemedicine

Employee assistance program

Retirement savings plan

Hybrid work

Wellness allowance

Social activities

Job summary

BFL CANADA is seeking a Client Service Assistant for its Waterloo office. The role supports the Client Service Manager and Representative to ensure the Commercial team delivers quality service to clients and insurers.

A growth-minded, collaborative environment awaits with opportunities to contribute to client materials and processes. The ideal candidate has a college or university diploma, strong communication skills, and experience in insurance.

Qualifications

• College or university diploma is required.
• Detail oriented with strong organizational and time management skills.
• At least 1 year of experience in insurance is an asset.
• Strong verbal and written communication skills.
• Excellent knowledge of the Microsoft Office suite.
• RIBO license is an asset.

Responsibilities

• Prepare certificates of insurance and automobile liability cards (pink slips).
• Manage and update monthly bordereau.
• Assist with 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

Detail oriented

Organizational skills

Time management

Verbal communication

Written communication

Customer focused

Sales oriented

Teamwork

Education

College or university diploma

Tools

Microsoft Office

Job description

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 Assistant to join our team in our Waterloo office!

As a Client Service Assistant, you will be responsible to assist the Client Service Manager and the Client Service Representative to ensure the Commercial team meets company objectives and quality service to clients, colleagues, and insurers.

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

• Prepare certificates of insurance and automobile liability cards (pink slips).
• Manage and update monthly bordereau.
• Assist with the preparation of renewal presentation 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.

Our ideal candidate

• College or university diploma is required.
• Detail oriented with excellent organizational and time management skills.
• At least 1 year of work experience in insurance is an asset.
• Strong verbal and written communication skills.
• Excellent knowledge of the Microsoft Office suite.
• RIBO licensed an asset.
• Customer focused and sales oriented.
• Ability to work well independently and as part of a team.

This posting is for an existing vacancy position.

The expected salary for this role ranges from $50,000 to $65,000. 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.

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 to get privileged access to our activities and see our other job opportunities.

Let’s stay in touch: Follow us on LinkedIn to get privileged access to our activities and see our other job opportunities.

Visit our website to learn more about us: 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.