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Insurance Associate

Role overview

Qualifications

  • Experience in a similar position, preferably in the insurance industry
  • College diploma (DEC)
  • Knowledge of EPIC an asset
  • Bilingual with strong verbal and written communication skills in both French and English

Responsibilities

  • Create, document, and maintain up-to-date client files
  • Send policies, endorsements, and policy amendments
  • Process invoices accurately and prepare letters, premium financing agreements, endorsements, and other documents as required
  • Prepare and issue certificates

Key facts

Hard skills

Other skills

  • Analytical Skills
  • Time Management
  • Organizational Skills
  • Problem Solving
  • Communication
  • Collaboration

About the company

BFL CANADA logo

BFL CANADA

Insurance

BFL CANADA is one of the largest employee-owned and operated commercial insurance brokerage and consulting services firms in Canada. Founded in 1987 by Barry F. Lorenzetti, BFL CANADA has over 1,200 employees in Canada. Our professionals are located in 26 cities across the country and include specialists in sectors such as Directors and Officers Liability, Financial Institutions, Professional Liability, Construction, Surety Bonds, Cargo and International Logistics, Architects and Engineers, Health and Pharmaceutical, Real Estate and Transportation. BFL CANADA strongly believes in the benefits of working in partnership with clients. Our company has experienced tremendous growth, due to our reliability in executing our mandates and our persistence in "delivering the goods"​. Our passion for the business and our desire to meet and exceed the expectations of clients are key to delivering our services - our clients’ loyalty attests to this. Originally built on niches, for over 30 years BFL CANADA has carved a place for itself in all economic sectors, thus competing with major U.S. brokerage firms. Our client base is made up of a wide range of Canadian and international organizations, as well as major associations and groups. With the specific needs of each client in mind, we help them define their particular risk management strategy, advise them, and explore the best possible solutions for their particular situation. Financial Services Firm / Cabinet de services financiers BFL CANADA is a registered trade-mark of First Lion Holdings Inc. used under license by its subsidiaries, which include BFL CANADA Risk and Insurance Services Inc. and BFL CANADA Benefits.

Company details

Company typeLarge
IndustryInsurance
Company size1001 - 5000

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Job 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 year-round social activities and events.

We are looking for an Insurance associate to join our team dedicated to the Ordre des Ingénieurs du Québec Program in our Montreal office!

As an Insurance Associate, you will be responsible for assisting the Client Service Representative to ensure the Commercial team meets company objectives and quality service to clients, colleagues, and insurers.

If you are career-minded and looking for a dynamic work environment with a growth mindset, you will love working with our team!

Your day as an Insurance Associate  

  • Create, document, and maintain up-to-date client files.
  • Send policies, endorsements, and policy amendments.
  • Process invoices accurately and prepare letters, premium financing agreements, endorsements, and other documents as required.
  • Prepare and issue certificates.
  • Send required correspondence.
  • Answer calls received through the program’s dedicated phone line and direct them to the assigned brokers.
  • Monitor and triage emails received in the program mailbox, ensuring they are forwarded to the appropriate individuals.
  • Follow established procedures related to all administrative tasks.
  • Perform other duties and special projects as required.

Our Ideal Candidate

  • Experience in a similar position, preferably in the insurance industry.
  • College diploma (DEC).
  • Knowledge of EPIC an asset.
  • Bilingual with strong verbal and written communication skills in both French and English, as the candidate will be required to interact in English with stakeholders (colleagues and clients) outside Quebec;
  • Strong analytical and problem-solving skills.
  • Effective time management and organizational skills.

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.

Our Montreal office is located at the heart of downtown Montreal, the largest city in Quebec. Our employees can benefit from the numerous exciting activities organized in the neighborhood.

Let’s stay in touch: Follow us on LinkedIn to get privileged access to our activities and see our other job opportunities.

Visit our website to learn more about us: bflcanada.ca

BFL CANADA is 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.

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

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Marcus Rivera

Chief Revenue Officer

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