Client Service Assistant

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

Benefits offered by this job

Hybrid work program

Job summary

BFL CANADA Waterloo is seeking a Client Service Assistant to support the Commercial team in delivering quality service to clients, colleagues, and insurers. You will contribute by preparing certificates of insurance and auto liability cards, updating the monthly bordereau, assisting with renewal presentations and proposals, and preparing client manuals.

You bring a college or university diploma, strong verbal and written communication, attention to detail, and proficiency with Microsoft Office.

Qualifications

• 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.

Responsibilities

• Prepare certificates of insurance and automobile liability cards.
• 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.
• Request loss experience from insurers.

Skills

Verbal communication

Written communication

Detail orientation

Time management

Teamwork

Sales oriented

Customer focus

Education

College or university diploma

Tools

Microsoft Office

Job description

BFL - Waterloo, ON
Waterloo, ON N2J1R1, CAN

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 insuranceand 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.
• Request loss experience from insurers.
• 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 over1,500 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.

BFL CANADA is an equal-opportunity employer. We welcomeand 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.