Commercial Insurance Broker - Aviation & Aerospace

BFL Canada; Ottawa; On-site; CAD 45,000 - 60,000; Full time

Job summary

A reputable insurance brokerage firm in Ottawa is seeking a Client Service Representative to manage a profitable book of business. Ideal candidates will be bilingual in French and English, possess strong analytical and customer service skills, and have a related degree. This role offers a dynamic work environment along with competitive salaries and benefits.

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

• 1 year of experience in a customer service role is an asset.
• Willing to obtain a valid RIBO and/or AMF permit.

Responsibilities

• Gather and review underwriting information provided by customers.
• Obtain insurance quotes from insurers and present them to customers.
• Prepare billing instructions and collect accounts receivable.

Skills

Bilingual communication skills (French and English)

Analytical skills

Customer service experience

Time management

Organizational skills

Education

Bachelor’s degree in Finance, Business, or related field

Tools

MS Office Suite (Excel, Outlook, Word)

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 Representative to join our team in our Ottawa or Montreal office!

As a Client Service Representative, you will be responsible for maintaining and service a profitable book of business based upon the company’s objectives and individual business plans.

If you are career-minded and looking for a dynamic work environment with a growth mindset, you will love working among our team!

Our day as a Client Service Representative

• Gather and review underwriting information provided by customers. Update underwriting reports.
• Obtain insurance quotes from insurers and present them to customers.
• Review documents.
• Prepare billing instructions and collect accounts receivable in collaboration with the accounting department.
• Respond to customer requests for insurance certificates.
• Follow-up and analyze policies, endorsements and invoices.
• Assist customers with claims and follow up with insurers.
• Organize and follow up on deliverables and deadlines for filing in EPIC.

Our ideal candidate

• Bachelor’s degree in Finance, Business, or a related field.
• 1 year of experience in a customer service role (an asset).
• Bilingual with strong verbal and written communication skills in French and English. The candidate will work in English with stakeholders (colleagues and clients) outside of Quebec.
• Willing to obtain a valid RIBO and / or AMF permit as part of the role.
• Good knowledge of MS Office Suite (Excel, Outlook, and Word).
• Strong analytical and problem-solving skills.
• Effective time management and organizational skills.

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 over1,450 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.

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

Visit our website to learn more about us :

We welcomeand 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