Client Service Assistant - Private Client Services

BFL CANADA; Vancouver; Hybrid; CAD 55,000 - 65,000; Full time

Job summary

An established industry player is seeking a Client Service Assistant for its Personal Lines division. This role is pivotal in delivering exceptional customer service to personal lines clients, ensuring their needs are met promptly. The position involves managing client accounts, processing documentation, and supporting business development initiatives. The company fosters a dynamic work environment that values integrity, respect, and diversity, while offering competitive salaries and comprehensive benefits. Join a collaborative team that encourages personal and professional growth, and take part in a rewarding career that emphasizes work-life balance and employee well-being.

Benefits

Generous medical and dental coverage

Telemedicine

Employee and family assistance program

Retirement and savings programs

Wellness allowance

Year-round social activities and events

Qualifications

• Must be client-focused, detail-oriented, and possess excellent communication skills.
• Level 2 license in insurance or working towards it is preferred.

Responsibilities

• Provide high-level customer service for personal lines customers.
• Process documentation and manage client accounts receivables.
• Assist Client Executives with underwriting submissions and proposals.

Skills

Client-focused

Detail-oriented

Excellent communication skills

Ability to work independently and collaboratively

Education

Level 2 license (insurance designation, CAIB or CIP preferred)

Tools

Microsoft Word

Microsoft Outlook

Microsoft Excel

Microsoft PowerPoint

Applied Rating Services

Job description

Job Category: Insurance

Requisition Number: CLIEN002605

Posted: March 18, 2025

Employment Type: Full-Time

Locations

Showing 1 location

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.

BFL CANADA is looking for a Client Service Assistant in our Personal Lines division for our Vancouver Office!

As a member of our Personal Lines division, you will be responsible for providing a high level of customer service for current and potential personal lines customers by providing service-oriented and informative support regarding our insurance products. This position embraces business development, promotion of our product offering, and workflow improvements in relation to online business.

Your day as a Client Service Assistant

Responsibilities

Administrative

• Print correspondence as needed and maintain electronic files (EPIC) to ensure that they are organized and up to date.
• Process cover notes/binders, invoices, renewal and endorsement letters, memos, and other documentation as required.
• Organize and manage activities, ensuring timely follow-up on outstanding tasks and items.
• Process incoming mail and direct it to the appropriate person on the Team.
• Ensure all correspondence is accurate and flows in a timely manner.

Accounting

• In conjunction with the Client Executives, monitor and follow up on outstanding client accounts receivables, as requested.
• Work with the Accounting Department and insurers to resolve accounting discrepancies and related issues.

Client/Insurer

• Deliver outstanding client service by addressing needs promptly and ensuring a positive experience.
• Obtain required underwriting information for client referrals.
• Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
• Assist the Client Executives in preparing underwriting submissions and client proposals 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.
• Enter quotes into Applied Rating Services and the applicable company portal(s).
• Perform remarkets of policies.

General

• Follow 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 required.
• Level 2 license (insurance designation, CAIB or CIP preferred), or working towards.
• Extremely detailed-oriented.
• Must be client-focused and service-oriented.
• Maintenance of licensing requirements/continuing education.
• Excellent communication skills, listening, verbal and written.
• Ability to work well independently, as part of a team, and with others throughout the organization.
• Positive attitude and a desire to grow.
• Willingness to go beyond the job description.
• Good knowledge of Microsoft Word, Outlook, Excel, and PowerPoint.

The expected salary for this role ranges from $55,000 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 1400 professionals located in 27 cities across the country. 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.

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

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.