BFL CANADA is one of the largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America. They are seeking a Client Service Assistant to support the Client Service Manager and Representative in ensuring quality service to clients and meeting company objectives.
Responsibilities
- Prepare certificates of insurance and automobile liability cards (pink slips)
- Manage and update monthly bordereau
- Assist with the preparation of renewal presentations 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
- Complete Word Sensa policy comparison
- Request loss experience from insurers
Skills
- College or university diploma is required
- Customer focused and sales oriented
- Ability to work well independently and as part of a team
- Strong verbal and written communication skills
- Good knowledge of the MS Office Suite (Excel, Outlook, and Word)
- Strong analytical and problem-solving skills
- Effective time management and organizational skills
- At least 1 year of work experience in insurance is an asset
- RIBO licensed an asset
Benefits
- Generous medical and dental coverage
- Telemedicine
- Employee and family assistance program
- Retirement and savings programs
- Work-life balance with our hybrid work program
- Wellness allowance
- Year-round social activities and events
Company Overview
BFL Canada offers customized solutions in all areas of insurance, risk management and employee benefits. It was founded in 1987, and is headquartered in Montréal, Quebec, CAN, with a workforce of 1001-5000 employees. Its website is https://www.bflcanada.ca.