Commercial Insurance Broker - Programs

BFL CANADA•Blainville, QC

5d•Hybrid

About The Position

We are looking for a Client Service Representative Within our Program Group to join our team in our Blainville office! As a Client Service Representative, you will be responsible to maintain and service a profitable book of business based upon the company’s objectives and individual business plans. 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 of 2 years of relevant industry experience is required
AMF license required
Willing to get RIBO licensed
Bilingual with strong verbal and written communication skills in French and in English
Comprehensive knowledge of Professional Lines insurance and policy wordings
Demonstrated excellence in both verbal and written communication.
Ability to work independently as well as collaboratively within a team
Proficient in Microsoft Office applications
Strong organizational skills with effective time management
Customer-focused with a commitment to delivering outstanding service
Exceptional attention to detail

Nice To Haves

Familiarity with EPIC is a strong asset

Responsibilities

Address client inquiries related to assigned insurance programs, providing timely and accurate information.
Respond promptly to telephone calls and written inquiries from clients and underwriters, maintaining a professional and helpful demeanor.
Request, track, and follow up with insurers and clients for missing information, endorsements, or policy documentation.
Review policy wordings and associated documentation for accuracy and completeness, identifying and correcting any errors as needed.
Create abeyances and follow up on outstanding items from underwriters and clients to ensure timely resolution.
Track and follow up on outstanding client receivables to ensure that accounts are up to date.
Prepare and manage the monthly Bordereau for assigned programs, ensuring timely and accurate completion.
Support EPIC invoicing processes for assigned programs.
Assist with various special projects and perform other duties as required by management.