Client Service Manager - Benefits Consulting

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 year-round social activities and events.

We are looking for a Client Service Manager – Benefits Consulting to join our team in our Toronto office!

The primary purpose of this position is to assist the Benefits Consultants in maintaining and exceeding the sales/service standards to clients. The tasks will involve providing daily administration of clients related to group insurance and, if applicable, individual insurance.

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 – Benefits Consulting

• Respond to emails or calls from clients and insurers as they relate to the group insurance plan and, if needed, the individual insurance plan
• Responsible for proactively managing and ensuring timely resolution of outstanding issues with clients and insurers
• Provide assistance to clients for administrative procedures, e.g. enrolments, changes, terminations
• Resolve complex or compliance issues, e.g. extension of benefits requests, late enrollees
• Manage new carrier implementations for clients by verifying and following up on implementation materials required by the insurers and the clients, e.g. Master Application, Employee Data
• Prepare employee communications and/or presentations for implementations, amendments or renewals, e.g. memos, PowerPoint presentations
• Participate in regular scheduled calls and renewal calls with higher touch clients
• Complete audit for clients to ensure all eligible employees are enrolled on the group plan, when required
• Complete the Calculator for implementations, amendments and renewals, when required
• Review dashboard in SIMBA daily to make sure that processes are flowing through in a timely manner
• Ensure any in-force processes for Client Onboarding, New Carrier Implementation or Amendments are entered into SIMBA
• Peer review all documents which have been provided by the Client Service Assistant for accuracy and completeness before providing to clients
• Provide back-up to clients that are not assigned to you while other team members are absent or on vacation
• Follow corporate policies and procedures
• Other miscellaneous duties and special projects as required

Our Ideal Candidate

• At least two years of experience in service role.
• Knowledge of Group Benefits or Group Insurance an asset
• Ease with computer systems
• Good knowledge of Microsoft Word, Excel, and PowerPoint
• Strong verbal and written communication skills
• Customer focused
• Excellent organizational skills
• Effective time management skills
• Thorough, attentive to detail and quality;
• Ability to work well independently and as part of a team with insurers, clients, and members of the organization

This posting is for an existing vacancy position.

The expected salary for this role ranges from 50,000$ to 75,000$. Annual salary will be determined by factors including prior experience, location, business segment, and relevance of the candidate’s skills to the role.

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 1,500 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.

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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. Accommodation is available on request for candidates taking part in all aspects of the selection process.

BFL CANADA does not use any Artificial Intelligence tool or technology to screen, evaluate, or select applicants.

Offers of employment at BFL CANADA are conditional upon satisfactory results of background verifications.

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