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 Manager to join our Real Estate team in our Langley or Vancouver Office!
As a member of our Real Estate division, you will liaise between the Real Estate Program Department, and non-Real Estate Producers to provide best in class service.
If you are career-minded and looking for a dynamic work environment with a growth mindset, you will love working among our team!
Your day as a Client Service Manager
+ Liaises between the Real Estate Program Department and Commercial Producers within BFL nationally.
+ Processes submissions and/or summaries and provides them to Marketing, with clear instructions and direction from the CSM/CE.
+ Obtains claims history from the Claims Department on behalf of the CSM/CE.
+ Processes proposals for new and renewal business, with clear instructions and direction from 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 the CSM/CE.
+ Maintains expiry lists, records, and policy files to ensure they are organized and up to date.
+ Requests and follows up with Marketing for outstanding information, endorsements, or policy documentation.
+ Submits all renewals and endorsements to Marketing in a timely and efficient manner.
+ Creates abeyances and advises the CSM/CE of follow-ups on outstanding items from Marketing and clients.
+ Processes incoming mail and directs it to the appropriate personnel within the department.
+ Works with the Accounting Department and Non-Realty Production to resolve accounting discrepancies and related issues.
+ Follows corporate policies and procedures.
+ Organizes and prepares premium financing when required.
+ Ensures maximum retention of the book of business by providing exceptional client service, regularly contacting the Production Team (Non-Real Estate) to ensure quality service is being delivered and client needs are met or exceeded.
+ Responds to telephone calls and written inquiries from the Production Team and Marketing Team in a timely and professional manner (maximum two-hour response turnaround time).
+ Maintains appropriate documentation for various accounts and/or correspondence.
+ Requests and follows up with the Marketing Team for outstanding information, endorsements, or policy documentation, including reviewing all policy wordings and other documentation for accuracy and completeness, and noting/correcting errors as required.
+ Notes any changes by highlighting them on the processing form so processors can clearly identify requirements.
+ Creates abeyances and follows up on outstanding items from Marketers and the Non-Realty Production Team.
+ Processes incoming mail and directs it to the appropriate personnel within the department.
+ Follows BFL policies and procedures, including security and quality procedures, as currently set out and as amended from time to time, and ensures Client Service Assistants also comply.
+ Performs other miscellaneous duties and special projects as required.
Our Ideal Candidate
Commercial insurance related experience desired.
Level 2 license is ideal.
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, 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.
The expected salary for this role ranges from $73,000 to $110,000. Annual salary will be determined by factors including prior experience, location, business segment, and relevance of the candidate's skills to the role.
About BFL CANADA
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 North America. The firm has a team of over 1,450 professionals located in 27 offices across the country. Thanks to its Local International Office Network of independent brokers (LION), BFL CANADA provides clients with privileged access to insurance partners in over 140 countries, helping to support their operations both in Canada and globally.
Office Information
Our Langley office is just off highway #1 by Walnut Grove. We are close to Maple Ridge and Pitt Meadows, connected by the Golden Ears Bridge.
Our Vancouver office is situated in Coal Harbour, half a block from the world renowned Seawall. Employees often enjoy activities along the Seawall during their lunch break with Stanley Park being close by. Our office is easily accessible for employees by car and public transit and there are bike storage lockers in our building.
Let's stay in touch:
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Learn more about us on our website:
http://www.bflcanada.ca/
BFL CANADA is an equal opportunity employer.
We welcome and encourage applications from people with diverse abilities. BFL Canada is committed to fostering an environment that is diverse, equitable, inclusive and accessible to all. The diversity of our talents enables innovation and creativity through diverse backgrounds, different thinking and unique knowledge. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Offers of employment at BFL CANADA are conditional upon satisfactory results of background verifications.
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