BFL CANADA Risk and Insurance Looking for Client Service Assistant at Vancouver, BC Full Time

Founded in 1995, TSW Management Services Inc. is a national insurance MGA and wholesaler specializing in commercial insurance needs.

With offices in Montreal, Vancouver and Calgary, TSW Management Services assist brokers with both in-house underwriting authority and as a wholesaler representing a vast array of top-tier Canadian-licensed insurers and Lloyds.

TSW Management Services is looking for a Client Service Assistant for its Vancouver Office!

As a member of TSW you will support the Wholesale Broker and Regional Manager in providing the highest quality service to clients, colleagues, and insurers.

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

YOUR DAY AS A CLIENT SERVICE ASSISTANT

Administrative

Creates and maintains electronic files (EPIC) to ensure that they are organized and up to date

Processes cover notes/binders, invoices, policies, and other documentation as required

Issues Certificates of Insurance as required

Creates electronic abeyances and advises Team and follows up for outstanding items

Processes incoming mail and directs to the appropriate person on the Team

Updates the renewal list as required

Manage bordereaux

Ensures all correspondence is accurate and flows in a timely manner

Accounting

In conjunction with the WIB, monitors and follows up on outstanding client accounts receivables

Works with the Accounting Department and insurers to resolve accounting discrepancies and related

issues

Receive and reconcile broker payments

Create monthly broker statements

Broker/Insurer

Responds to telephone calls and written inquiries from brokers and underwriters in a timely and

professional manner

Assists the WIB in preparing underwriting submissions and client proposals when required

Assist WIB in preparing Brokers E&O monthly bordereau

Requests and follows up with insurers and clients for outstanding information, endorsements or

documentation, as applicable

Reviews policy documents to ensure accuracy, with appropriate follow up to correct any errors

General

Follows TSW policies and procedures, including security and quality procedures, as currently set out

and as amended from time to time

Other miscellaneous duties and special projects as required

OUR IDEAL CANDIDATE

Level 1 license

At least 1 – 3 years of commercial experience or relevant insurance education

Must be client focused and service oriented

Maintenance of licensing requirements/continuing education

Ability to excel in a paperless environment

Good knowledge of Microsoft Word, Outlook, and Excel

Excellent communication skills: listening, verbal, and written

Positive attitude and a desire to learn

Ability to work well independently, as part of a team, and with others throughout the organization

Willingness to go beyond job description.

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

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 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: 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.tsw-management.ca/ and www.bflcanada.ca

We are an equal opportunity employer.

We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.