Client Service Assistant - Commercial (General)

BFL Canada - Vancouver, BC (il y a 30+ jours)

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Job Details


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 Canada. The firm has a team of over 700 professionals located in eighteen offices across the country. 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 130 countries around the world.

Here at BFL our employees have the freedom to demonstrate their own creativity, leadership and entrepreneurship because we strongly believe in them. We are a national collaborative team that thrives in a fast-paced environment.

BFL CANADA is looking for a Client Service Assistant for our Commercial Insurance team!

As a member of our Commercial division, you will be responsible to assist all existing parties in the team. You'll be working closely with your team consisting of a Client Service Assistant, Client Service Manager, Marketing Specialist and Client Executive(s) to provide the highest quality service to clients by providing professional and accurate documentation.

If you’re looking for a dynamic work environment, keep reading!



Print correspondence as needed and maintain policy files and/or electronic files to ensure that they are organized and up to date.
Process cover notes/binders, invoices, enclosure letters, memos, and other documentation as required or works with the Central Processing Unit to produce the same.
Prepare certificate lists at renewal and issues certificates of insurance as confirmed with the client.
Create abeyances, advise Team, and follow up for outstanding items.
Process incoming mail and direct to the appropriate person on the Team.
Update the renewal list as required.
Ensure all correspondence is accurate and flows in a timely manner.
Collaborate with the Strata team to obtain marketing updates and to assist in the completion of Strata applications.
Update information in our internal management system EPIC & LEO as needed.

Accounting/Premium Finance

In conjunction with the CSM, monitor and follow up on outstanding client accounts receivables.
Work with the Accounting Department and insurers to resolve accounting discrepancies and related issues.
Organize and prepare premium financing, when required.


Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
Issue certificates of insurance from client requests/contracts and, in conjunction with the CSM, ensure the insurance program meets requirements.
With the CSM, contact insurers to confirm coverage and amend as needed.
Advise clients of any discrepancies between the insurance program and the insurance requirements.
Assist the CSM in preparing underwriting submissions and client proposals when required.
Obtain claims history from the internal system, Claims Department, or insurers at renewal or when required.
Request and follow up with insurers and clients for outstanding information, endorsements or documentation, as applicable.
Provide a first review of the policy documents and endorsements.


Follows BFL policies and procedures, including security and quality procedures, as currently set out and as amended from time to time.
Other miscellaneous duties and special projects as required.
Assist teammates accordingly to fulfill excellent client service.


Minimum 2 years Commercial insurance experience or relevant insurance education.
Level 2 license (insurance designation, CIP or CAIB preferred) or working towards.
Extremely detailed and conscientious.
Must be completely client focused and service oriented.
Maintenance of licensing requirements/continuing education.
Excellent communication skills, listening, verbal, and written.
Ability to work well independently and part of a team.
Professional and positive attitude and a desire to grow.
Willingness to go beyond the job description.
Good knowledge of Microsoft Word, Outlook, Excel, and PowerPoint.


You will be working in a thriving, progressive and well-established insurance brokerage company
Competitive salary, group insurance benefits, and RRSP matching plans from your first day
A culture that encourages and supports continued education


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 see what we are up to and check out our other job openings.

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