Commercial Insurance Broker, Programs

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

Job summary

BFL CANADA is seeking a Client Service Representative to join their dynamic team in Toronto. This role involves addressing client inquiries, managing a profitable book of business, and providing exceptional customer service. Ideal candidates will have at least 2 years of experience, strong communication skills, and be customer-focused. Competitive salary and benefits are offered from day one, promoting a growth-oriented work environment.

Benefits

Competitive salaries

Generous medical and dental coverage

Work-life balance with hybrid work program

Qualifications

• Minimum of 2 years of relevant industry experience is required.
• Bilingual in French is considered an asset.
• Comprehensive knowledge of Professional Lines insurance and policy wordings.

Responsibilities

• Address client inquiries related to assigned insurance programs.
• Respond promptly to inquiries from clients and underwriters.
• Review policy wordings for accuracy and completeness.

Skills

Customer-focused

Attention to detail

Communication

Organizational skills

Microsoft Office

Tools

EPIC

Job description

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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 Within our Program Group to join our team in our Toronto office!

As a Client Service Representative, you will be responsible to maintain 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!

Your day as a client service representative

• Address client inquiries related to assigned insurance programs, providing timely and accurate information.
• Respond promptly to telephone calls and written inquiries from clients and underwriters, maintaining a professional and helpful demeanor.
• Request, track, and follow up with insurers and clients for missing information, endorsements, or policy documentation.
• Review policy wordings and associated documentation for accuracy and completeness, identifying and correcting any errors as needed.
• Create abeyances and follow up on outstanding items from underwriters and clients to ensure timely resolution.
• Track and follow up on outstanding client receivables to ensure that accounts are up to date.
• Prepare and manage the monthly Bordereau for assigned programs, ensuring timely and accurate completion.
• Support EPIC invoicing processes for assigned programs.
• Assist with various special projects and perform other duties as required by management.
• Minimum of 2 years of relevant industry experience is required
• Bilingual in French is considered an asset
• Comprehensive knowledge of Professional Lines insurance and policy wordings
• Demonstrated excellence in both verbal and written communication.
• Ability to work independently as well as collaboratively within a team
• Proficient in Microsoft Office applications
• Familiarity with EPIC is a strong asset
• Strong organizational skills with effective time management
• Customer-focused with a commitment to delivering outstanding service
• Exceptional attention to detail

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 1,450 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.

More About Us

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.

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.

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Insurance

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