Client Service Assistant - Commercial Insurance

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.ResponsibilitiesPrepare certificates of insurance and automobile liability cards (pink slips)Manage and update monthly bordereauAssist with the preparation of renewal presentations and new business proposalsPrepare client manualsFollow up on policies and endorsementsPrepare and update Excel spreadsheetsPrepare cover notes, invoices, and letters for clientsPull MVRsComplete Word Sensa policy comparisonRequest loss experience from insurersSkillsCollege or university diploma is requiredCustomer focused and sales orientedAbility to work well independently and as part of a teamStrong verbal and written communication skillsGood knowledge of the MS Office Suite (Excel, Outlook, and Word)Strong analytical and problem-solving skillsEffective time management and organizational skillsAt least 1 year of work experience in insurance is an assetRIBO licensed an assetBenefitsGenerous medical and dental coverageTelemedicineEmployee and family assistance programRetirement and savings programsWork-life balance with our hybrid work programWellness allowanceYear-round social activities and eventsCompany OverviewBFL 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.



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