Client Executive - Commercial Insurance Broker - Public Sector

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 Executive to join our team in our Montreal office!

As a Client Executive, you'll be part of a dynamic group of like-minded brokers, working collaboratively to serve existing key accounts, while generating new opportunities.

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 a Client Executive

• Assist in the leadership and coaching of public sector team members;
• Support the effective management of the unit's day-to-day operations;
• Proactively maintain and develop relationships with broker partners, customers, and their respective operations.
• Generate new and expanded business opportunities through existing broker channels, relationships with key insurers, and growth of customer base.
• Ensure that required new business and renewal tasks are completed, in collaboration with other team members.
• Resolve customer or accounting issues, including coverage questions, collections, discrepancies, billing controversies, and claims.
• Ensure compliance with all BFL CANADA and regulatory procedures.
• Participate in industry functions and targeted public relations activities.
• Develop and execute a formal annual business plan to align with department objectives.
• Maintain regular and consistent contact with existing customers to provide quality service and meet needs.
• Maintain appropriate documentation for various accounts and / or correspondence.
• Perform other miscellaneous tasks and special projects as required.

Our ideal candidate

• Hold of a valid AMF insurance license.
• More than 10 years of experience in the insurance industry, including a minimum of 5 years in an account manager or account executive position.
• Experience as a team / personnel manager.
• Excellent interpersonal, communication, and presentation skills
• Bilingual with strong verbal and written communication skills in French and English.
• Good knowledge of MS Office suite (Excel, Outlook, and Word).
• 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 1,300 professionals located in 26 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.

More about us

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.

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