Client Service Associate - Real Estate Insurance

• 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.

As a Client Service Associate 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!

• 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.

• 2-3 years insurance related experience
• Must have a Level 1 license. Level 2 license is preferred.
• 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, Power Point
• 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

The expected salary for this role ranges from $52,000 to $80,000. Annual salary will be determined by factors including prior experience, location, business segment, and relevance of the candidate’s skills to the role.

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…