Client Service Assistant - Commercial 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 to join our team in our Waterloo office!

As a Client Service Assistant, you will be responsible to assist the Client Service Manager and the Client Service Representative to ensure the Commercial team meets company objectives and quality service to clients, colleagues, and insurers.

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

• 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.

Our Ideal Candidate

• At least 1 year of work experience in Commercial Insurance.
• College or university diploma is required.
• RIBO licensed.
• 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.

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 more than 1300 professionals located in 27 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

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: www.bflcanada.ca

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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