Commercial Autopac - Key Autopac Person (ON-site)

October 9 2024
Industries Bank, Insurance, Financial services
Categories Bank, Insurance, Financial services
Winnipeg, MB • Full time

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.

This is an on-site role

Your Day as a Client Service Representative:

  • To be knowledgeable in Commercial Autopac and MPI's business rules and regulations.
  • Review and ensure all Transaction Audit Breaches are responded to MPI within 10 business days.
  • Review the Monthly Scorecard feedback from MPI with Commercial Operations Leader.
  • Service commercial fleet clients including but not limited to new, renewals including change requests.
  • Maintain fleet expiry lists, records, and policy files to ensure they are organized and up to date.
  • Create and maintain accounts for all commercial fleet clients in EPIC.
  • Respond to telephone and email enquiries from clients, Client Executives, and MPI.
  • Contact fleet clients regarding renewals and follow up on pending issues.
  • Collaborates with CSR or CSM associated with the account to ensure all information on Auto account is accurate.
  • Reviews MPI documents for accuracy and completeness.
  • MPI Autopac stock ordering, and inventory reconciliations.
  • Create fleet summary, renewal, and invoice reports. Issue certificates of insurance and other required documents.
  • Resolve accounting discrepancies and related issues with clients and MPI.
  • Maintain client information on EPIC.
  • Produce spreadsheets and reports for clients and Client Executives according to their needs.

Our Ideal Candidate

  • Minimum Level 2 License
  • Customer focused and sales oriented.
  • 3 years Commercial Autopac
  • Knowledge of Microsoft word and Excel and EPIC
  • Strong verbal and written communication skills
  • Ability to work well independently and as part of a team
  • Excellent organizational skills, time management skills & detail oriented
  • Ability to work well with others throughout 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 more than 1300 professionals located in 27 offices across the country. Our employees have free rein to demonstrate their creativity, leadership, and entrepreneurial skills since we believe in each one of them. BFL CANADA is a founding Partner of Lockton Global LLP, a partnership of independent insurance brokers who provide Risk Management, Insurance and Benefits Consulting services in over 140 countries around the world.

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. 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.

Apply now!

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