Client Service Assistant - Real Estate Insurance

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 in Real Estate to join our team in our Toronto Office!

As a Client Service Assistant, you will be responsible to assist the Client Service Manager (CSM) and/or 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

• Process submissions and/or summaries and provide Marketing, with clear instructions and direction from CSM/CE.
• Obtain claims history from the claims department on behalf of CSM/CE.
• Process proposals for new and renewal business, with clear instructions and direction from the CSM/CE.
• Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner, in the absence of the CSM/CE.
• Process cover notes/binders, invoices, certificates of insurance, enclosure/clarification letters, memos, and other documentation as required, with clear instructions and direction from CSM/CE.
• Maintain expiry lists, records, and policy files to ensure that they are organized and up to date.
• Request and follow up with Marketing for outstanding information, endorsements or policy documentation.
• Create abeyances and advise CSM/CE of follow-ups on outstanding items from Marketing and clients.
• Process incoming mail and directs it to appropriate personnel within the department.
• Work with Accounting Department to resolve accounting discrepancies and related issues.
• Monitor and follow up on outstanding client receivables, as instructed by the CSM/CE.
• Organize and prepare premium financing, when required.
• Other miscellaneous duties and special projects as required.

Our Ideal Candidate

• 2-3 years insurance related experience, an asset
• RIBO license
• Maintenance of licensing requirements/continuing education,
• Ability to work with high-volume accounts, in a fast-paced environment
• Client-focused and service-oriented
• Bilingual with 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.

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 1000 professionals located in 24 offices across the country. Our employees have free rein to demonstrate their creativity, leadership and entrepreneurial skills since we believe in each one of them. 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.

Office Information

Our 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.

Learn more about us on our website: 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.

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