Client Service Assistant - Real Estate Insurance

BFL CANADA; Vancouver; Hybrid; CAD 52,000 - 80,000; Full time

Benefits offered by this job

Medical and dental coverage

Telemedicine

Employee and family assistance program

Retirement and savings programs

Hybrid work program

Job summary

BFL CANADA seeks a Client Service Assistant for its Vancouver Real Estate team. You will support the Client Service Manager and Client Executive to deliver high-quality documentation and responsive service to clients and underwriters.

Ideal candidates will have 2–3 years of insurance experience, hold a Level 1 license (Level 2 preferred), and demonstrate strong verbal and written communication. The role supports hybrid work and a comprehensive benefits package.

Qualifications

• 2–3 years insurance related experience.
• Must have Level 1 license; Level 2 preferred.

Responsibilities

• Process submissions, summaries, and documents for Marketing with clear CSM/CE instructions.
• Obtain claims history from claims department for CSM/CE.
• Process proposals for new/renewal business with clear instructions from CSM/CE.
• Respond to client and underwriter inquiries promptly and professionally.
• Manage cover notes, invoices, certificates of insurance, letters and memos as required.

Skills

Communication skills

Teamwork

Independent worker

Attention to detail

Education

Level 1 license

Level 2 license preferred

Tools

Microsoft Word

Outlook

EPIC

Excel

PowerPoint

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 Vancouver Office!

As a Client Service Assistant 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 Assistant

• 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 and underwriters 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 SMC/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 Level 1 license. Level 2 license is preferred.
• 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, EPIC, Excel, PowerPoint
• Ability to work with high volume accounts, in a fast paced environment
• Effective time management/organizational skillsClient 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.

About BFL CANADA

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 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.

Learn more about us on our website:

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.