Client Service Representative

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WHO WE ARE

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 sixteen 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 125 countries around the world.

Here at BFL, our motto is work hard, play hard and we’re not afraid to prove it! 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 face-paced environment.

BFL CANADA is looking for a Client Service Representative for its Toronto Office!

The primary purpose of this position is to maintain and service a profitable book of business based upon the company’s objectives and individual business plans. If you’re looking for a dynamic work opportunity, keep reading!

YOUR DAY IN A CLIENT SERVICE REPRESENTATIVE ROLE 

  • Requests and follows up with insurers and/or clients for outstanding information, endorsements or policy documentation.
  • Prepares proposals for renewals and new business.
  • Responds to telephone calls and written inquiries from clients and underwriters.
  • Works with the Client Executives and Client Service Managers in negotiating with Insurers and/or changes, renewals and new business where applicable.
  • Reviews policy wordings and other documentation for accuracy and completeness and as required, notes and corrects errors.
  • Creates abeyance and follows up for outstanding items from underwriters, markets and clients.
  • Markets own new business and renewals when necessary.
  • Monitors and follows up on outstanding client’s receivables.
  • Creates and streamlines processes.
  • Responsible for monthly Bordeaux, where required
  • Invoices and manages receivables.
  • Other miscellaneous duties and special projects as required.

OUR IDEAL CANDIDATE

  • Minimum 3 years commercial insurance experience
  • Professional designation required  (RIBO)
  • Good knowledge of markets and their policy wordings
  • Strong verbal and written communication skills
  • Ability to work well independently, as part of a team 
  • Strong experience with Microsoft Office applications
  • Good knowledge of Intact Broker Portal and EPIC is an asset 
  • Effective time management and organizational skills
  • Customer focused and service oriented.
  • High attention to detail 

PERKS

  • 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 BFL Toronto office is located in beautiful downtown, in the core of the Financial District. Easily accessible by public transit, our office is close to a plethora of top-notch restaurants, ideal for enjoyable lunches or drinks after work.

Let’s stay in touch: follow us on LinkedIn to see what we are up to and check out our other job openings.

Learn more about us on our website: http://www.bflcanada.ca/