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Associate, Client Service
DCM
Richmond Hill, ON
$45,000 to $50,000 CAD / year
Full-time
As an Associate, Client Service, you’ll play a key part in ensuring our clients receive outstanding support and seamless service, from onboarding new clients to managing ongoing requests…
Associate, Client Service
DATA Communications Management Corp
Richmond Hill, ON
$45,000 to $50,000 CAD / year
Full-time
As an Associate, Client Service, you’ll play a key part in ensuring our clients receive outstanding support and seamless service, from onboarding new clients to managing ongoing requests…
Added 15 hours ago
Client Service Associate - Commercial Insurance
BFL CANADA
Vancouver, BC
Full-time
We are looking for a Client Service Associate to join our team in our Vancouver office!
Added 16 hours ago
Client Service Associate - Real Estate Insurance
BFL CANADA
Vancouver, BC
Full-time
We are looking for a Client Service Associate to join our team in our Vancouver Office!
Client Service Associate – Group Benefits
Leadervest
Toronto, ON
$75,000 to $85,000 CAD / year
Full-time
Our client is seeking an experienced Client Service Associate – Group Benefits to join their team. This is a hybrid role that combines the technical expertise of a Group Benefits Analyst…
Client Service Associate - Real Estate Insurance
BFL CANADA
Vancouver, BC
Full-time
We are looking for a Client Service Associate to join our team in our Vancouver Office!
Client Service Associate
Northbridge Financial
Mississauga, ON
Full-time · Other
What it’s like to be a Federated Client Service Associate
Client Service Associate
Northbridge Financial Corporation
Mississauga, ON
Full-time
What it’s like to be a Federated Client Service Associate
Client Service Associate
Simon Quick Advisors
Quinte West, Ontario
Full-time
The Client Service Associate supports the Client Advisor team with day-to-day client needs and requests.
Client Service Associate London, ON
Scotia Wealth Management
London, ON
Full-time
The Client Service Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed /…
Client Service Associate London, ON
Scotiabank
London, ON
The Client Service Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed /…
Added 10 hours ago
Client Service Associate, Private Wealth
BMO
Oakville, ON · OAKPLACE
Full-time
The Client Service Associate supports one or more Investment Advisors (IAs) and IA Team and staff, and Private Wealth branch operations with day-to-day administration and provides…
Private Trust Client Service Associate
TD
Toronto, ON
Full-time
Are you revered for your attention to detail and seamless service delivery to both client and your relationship manager? If so, then this can be a perfect for you. As Private Trust Client…
Client Service Associate, Private Wealth
BMO
Toronto, ON · CLAIRE
Full-time
The Client Service Associate supports one or more Investment Advisors (IAs) and IA Team and staff, and private wealth branch operations with day-to-day administration and provides…
PIA Client Service Associate
TD
Markham, ON
Full-time
…others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated…
Client Service Associate
PBY Capital
Toronto, ON
Full-time
We’re seeking a relationship-oriented Client Service Associate to join our Toronto office. The successful candidate will work closely with senior team members to support client service,…
Added 7 hours ago
PIA Client Service Associate
TD
Kamloops, BC
Full-time
…others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated…
Added 7 hours ago
PIA Client Service Associate
TD
Regina, SK
Full-time
…others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated…
Added 7 hours ago
PIA Client Service Associate
TD
Saanich, BC
Full-time
…others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated…
Added 7 hours ago
PIA Client Service Associate
TD
Mississauga, ON
Full-time
…others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated…
PIA Client Service Associate (Fixed Term Contract)
TD
Toronto, ON
Part-time
…others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated…
PIA Client Service Associate
TD
Vancouver, BC
Full-time
…others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated…
PIA Client Service Associate (12M STA)
TD
Whitby, ON
Full-time
…others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated…
Client Service Associate
RBC
Montreal, QC
Full-time
…Dominion Securities is looking for a highly motivated and dynamic Client Service Associate. We seek a detail-oriented, proactive, and driven professional who is passionate about delivering…
Client Service Associate
Royal Bank of Canada
Montreal, QC
Full-time
…Dominion Securities is looking for a highly motivated and dynamic Client Service Associate. We seek a detail-oriented, proactive, and driven professional who is passionate about delivering…

BFL CANADA

Client Service Associate - Real Estate Insurance

Vancouver, BC, V6E 2K3, Canada

Pay: The expected salary for this role ranges from $52,000 to $80,000.
Job type: Full-time

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At a glance

Automatically prepared from the listing. Check the original description for the full requirements.

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Responsibilities

The Client Service Assistant supports the Client Service Manager and Client Executive by preparing professional documentation and processing insurance submissions. They are responsible for maintaining accurate policy files, managing client inquiries, and resolving accounting discrepancies.

Requirements

Candidates must have 2-3 years of insurance-related experience and hold a Level 1 insurance license. Proficiency in Microsoft Office suite and strong communication skills are essential for this fast-paced role.

Experience

2 to 5 years

Working hours

40 hours per week

Work arrangement

Hybrid

Skills

Insurance documentation
Client service
Claims processing
Microsoft Word
Microsoft Outlook
EPIC
Microsoft Excel
Microsoft PowerPoint
Time management
Organizational skills
Communication skills
Detail oriented
Problem solving

Benefits

Medical coverage
Dental coverage
Telemedicine
Employee and family assistance program
Retirement and savings programs
Wellness allowance
Social activities and events

Visa sponsorship

Not detected in the job text

Keywords

Insurance
Real Estate Insurance
Client Service
Risk Management
Insurance Brokerage
EPIC
Microsoft Office
Claims
Underwriting
Policy Administration
Premium Financing
Marketing
Accounting
Hybrid Work
Insurance License

Original job description

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 Associate to join our team in our Vancouver Office!

As a Client Service Associate in our Real Estate division, you will be responsible to assist the Client Service Manager (CSM) and 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 Associate

Processes submissions and/or summaries and provides to Marketing, with clear instructions and direction from CSM/CE.
Obtains claims history from claims department on behalf of CSM/CE.
Processes proposals for new and renewal business, with clear instructions and direction from the CSM/CE.
Responds to telephone calls and written inquiries from clients and underwriters in a timely and professional manner, in the absence of the CSM/CE.
Processes cover notes/binders, invoices, certificates of insurance, enclosure/clarification letters, memos, and other documentation as required, with clear instructions and direction from CSM/CE.
Maintains expiry lists, records, and policy files to ensure that they are organized and up to date.
Requests and follows up with Marketing for outstanding information, endorsements or policy documentation.
Creates abeyances and advises CSM/CE of follow ups on outstanding items from Marketing and clients.
Processes incoming mail and directs to appropriate personnel within the department.
Works with Accounting Department to resolve accounting discrepancies and related issues.
Monitors and follows up on outstanding client receivables, as instructed by the CSM/CE.
Organizes and prepares premium financing, when required.
Other miscellaneous duties and special projects as required.
Follows corporate policies and procedures.

Our Ideal Candidate

2-3 years insurance related experience
Must have a Level 1 license. Level 2 license is preferred.
Strong verbal and written communication skills
Ability to work well independently, as part of a team and with others throughout the organization
Good knowledge of Microsoft Word, Outlook, EPIC, Excel, PowerPoint
Ability to work with high volume accounts, in a fast paced environment
Effective time management/organizational skills
Client focused and service oriented
Energetic and flexible
Mature, positive attitude
Detail oriented

The expected salary for this role ranges from $52,000 to $80,000. Annual salary will be determined by factors including prior experience, location, business segment, and relevance of the candidate’s skills to the role.

About BFL CANADA

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.

Office Information

Our Vancouver office is situated in Coal Harbour, half a block from the world renowned Seawall. Employees often enjoy activities along the Seawall during their lunch break with Stanley Park being close by. Our office is easily accessible for employees by car and public transit and there are bike storage lockers in our building.

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: http://www.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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