Client Service Assistant - Real Estate Insurance

BFL CANADA•Vancouver, BC

18h•Hybrid

About The Position

As a Client Service Assistant 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!

Requirements

2-3 years insurance related experience
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

Nice To Haves

Level 2 license is an asset
Maintenance of licensing requirements/continuing education

Responsibilities

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.