Job Description
Become a Client Service Advisor at BFL CANADA's Waterloo office, specializing in High Net Worth clients. This role requires a focus on exceptional client service and documentation management.
You're joining a dynamic team focused on collaboration and professional growth. With a minimum of three years in the industry, you'll support the Client Executives in maximizing client retention and addressing inquiries. Strong communication and organizational skills will be essential for success in this role.
Key Responsibilities:
• Provide high-quality service to clients
• Prepare and document underwriting submissions
• Manage renewals and endorsements efficiently
• Complete follow-ups on outstanding items
• Address client and underwriter inquiries promptly
Requirements:
• Minimum 3 years industry experience required
• RIBO license is preferred; CAIB or CIP preferred
• Detail-oriented with strong communication...
You're joining a dynamic team focused on collaboration and professional growth. With a minimum of three years in the industry, you'll support the Client Executives in maximizing client retention and addressing inquiries. Strong communication and organizational skills will be essential for success in this role.
Key Responsibilities:
• Provide high-quality service to clients
• Prepare and document underwriting submissions
• Manage renewals and endorsements efficiently
• Complete follow-ups on outstanding items
• Address client and underwriter inquiries promptly
Requirements:
• Minimum 3 years industry experience required
• RIBO license is preferred; CAIB or CIP preferred
• Detail-oriented with strong communication...