Client Service Assistant - Financial Lines/Cyber

BFL CANADA•Vancouver, BC

15d•$52,000 - $80,000•Hybrid

About The Position

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 Vancouver office! As a Client Service Assistant in our Financial Lines/Cyber division, you will be responsible to assist all existing parties in the team. You will be working closely with your team, to provide the highest quality service to clients by supplying 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

Minimum 2 years Commercial insurance experience or relevant insurance education.
Proficient with EPIC, or similar broker management system.
Level 2 license or working towards.
Extremely detailed and conscientious.
Must be completely client focused and service oriented.
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.

Responsibilities

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.
Update information in our internal management system EPIC.
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.