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 Montreal office!

As a Client Service Manager, you will be responsible to assist the Benefits Consultants in maintaining and exceeding the sales/service standards of 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

▪ 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.

▪ Assist clients with administrative procedures, e.g. enrolments, changes, and terminations.

▪ Resolve complex or compliance issues, e.g. extension of benefits requests, and 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 or PowerPoint presentations.

▪ Participate in regularly 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 dashboards 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 reviews all documents which have been provided by the Client Service Assistant for accuracy and completeness before providing them to clients.

▪ Other miscellaneous duties and special projects as required.

Our Ideal Candidate

• Minimum 2 years of experience in a Group Benefits service role.

• Bilingual with strong verbal and written communication skills in French and in English as the candidate will be required to interact in English with stakeholders (colleagues and clients) outside Québec.

• Good knowledge of the MS Office Suite (Excel, Outlook, and Word).

• Customer-focused. Thorough, attentive to detail and quality.

• Strong analytical and problem-solving skills.

• Effective time management and organizational skills.

• Ability to work well independently and as part of a team with insurers, clients, and members of the organization.

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. 

A subsidiary of BFL CANADA, BFL CANADA Benefits is a well-known and respected benefits consulting firm with more than 30 years of expertise in employee benefits including group and individual insurance, retirement planning and investment, and special risk insurance.

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: www.bflcanada.ca  

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. 

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

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