10 Aug
|
BFL Canada
|
Ontario
10 Aug
BFL Canada
Ontario
We are looking for a Client Service Manager to join our Programs team in our Toronto office!
As a Client Service Manager, you will be responsible for delivering a high-quality client experience through effective relationship management, responsive service delivery, and operational coordination. This role acts as the primary day‑to‑day liaison for clients, ensuring inquiries are handled efficiently while supporting the broader advisory and servicing team.
Benefits
Continued education and training investment
Personal and professional project and challenge opportunities
Integrity, respect, and diversity recognition
Entrepreneurship, innovation, and collaboration as core values
Competitive salaries and benefits from day one, including generous medical and dental coverage, telemedicine, employee and family assistance program, and retirement and savings programs
Hybrid work program, wellness allowance, and year‑round social activities and events
Your Day as a Client Service Manager
Client Relationship Management
Serve as a key point of contact for the associated stakeholders
Build and maintain strong, trust‑based client relationships through proactive communication
Support ongoing client stewardship, including regular check‑ins and service reviews
Client Inquiries & Service Delivery
Manage and respond to client inquiries in a timely, professional manner
Coordinate with internal teams and external partners to resolve service issues
Ensure clear, concise communication of coverage, processes, and next steps to clients
Policy & Administrative Support
Oversee day‑to‑day servicing activities including documentation, renewals, and policy changes
Maintain accurate client records and ensure compliance with internal processes
Support the delivery of insurance programs and associated service requirements
Marketing & Growth Support
Assist with the execution of client communications, presentations, and marketing initiatives
Support proposal development and onboarding of new clients
Identify opportunities to enhance the client experience and deepen relationships
Team Coordination & CSR Oversight
Provide direction and support to Client Service Representatives handling daily servicing tasks
Ensure consistency, accuracy, and timeliness across all client deliverables
Act as a central coordinator between producers, CSRs, and specialty teams
Our Ideal Candidate
University degree in business or finance or a DEC in Insurance and financial services
RIBO License
7–10+ years of experience in client service, account management, or insurance servicing
Experience supporting advisors, brokers, or financial services teams preferred
Valuable knowledge of the MS Office Suite (Excel, Outlook, and Word)
Strong communication and organizational skills with a client‑first mindset
Ability to manage multiple priorities in a fast‑paced environment
Strong analytical and problem‑solving skills
Effective time management and organizational skills
The expected salary for this role ranges from 90,000$ to 135,000$. Annual salary will be determined by factors including prior experience, location, business segment, and relevance of the candidate’s skills to the role.
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. Accommodation is available on request for candidates taking part in all aspects of the selection process.
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📌 Client Service Manager, Programs (Ontario)
🏢 BFL Canada
📍 Ontario