Client Service Manager - Vancouver, Canada - BFL Canada

BFL Canada

Verified Company

Vancouver, Canada

2 weeks ago

Posted by:

Sophia Lee

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Description

Job Details

Description

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 yearround social activities and events.

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 North America.

The firm has a team of over 1000 professionals located in 24 cities 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 140 countries around the world.

Here at BFL 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 fast-paced environment.

BFL CANADA is looking for a Client Service Manager in Real Estate for its Vancouver Office

As a member of our Real Estate division you will be responsible for supporting the Client Executive (CE) to manage a book of business by developing and maintaining excellent client relationships, with a focus on maximizing retention.

If you're looking for a dynamic work environment, keep reading

YOUR DAY AS A CLIENT SERVICE MANAGER

Proactively manages a book of business by reviewing the client's exposure and loss history and proposing appropriate coverages and/or solutions. Where necessary, develops account strategies, presentations, and other forms of communication with the client.
Ensures maximum retention of book by providing exceptional client service by regularly contacting existing clients to ensure quality service is being delivered and needs are met and exceeded.
Responds to telephone calls and written inquiries from clients and marketing team in a timely and professional manner. (2 hour turnaround time)
Submit to marketing all renewals and endorsements in a timely and efficient manner.
Prepares proposals for new and renewal business.
Reviews policy wordings and other documentation for accuracy and completeness and prepare request for Policy Replacing cover note.
Participates in industry functions and targeted public relations activities.
On program review for preparation of underwriting submissions for accuracy and coverage checklists
Maintains appropriate documentation for various accounts and/or correspondence.
Requests and follows up with marketing team for outstanding information, endorsements or policy documentation including review of all policy wordings and other documentation for accuracy and completeness and as required, notes and corrects errors.
Notes any changes by highlighting on processing form for processors to clearly identify requirements
Creates abeyances and follows up for outstanding items from marketers and clients.
Monitors and does second followups on outstanding client receivables; if not attained, brings to Client Executive attention.
Processes incoming mail and directs to appropriate personnel within the department.
Works with Accounting to resolve accounting discrepancies and related issues.
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 Assistant also comply
Other miscellaneous duties and special projects as required.

OUR IDEAL CANDIDATE

Level 2 license
Minimum 3 years of experience as an account manager
Professional designation preferred
Must have technical knowledge of product area or industry
Must be completely client focused
Good knowledge of markets and their policy wordings
Good quantitative skills and personal computer literacy
Excellent communication skills, both verbal and written
Independently carry out assignments
Ability to work well with others throughout the organization

OFFICE INFORMATION
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 Stanl