Client Executive - Commercial Insurance Broker

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 the Greater Montreal region!

As a Client Executive, you will be part of a dynamic group of like-minded brokers, working collaboratively to service existing key accounts, while generating new business 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

• Proactively maintain and develop relationships with broker partners, clients, and their respective operations.
• Generate new and expanded business opportunities through existing broker channels, key insurer relationships, and a growing customer base.
• Make recommendations to prospects and current clients to update and enhance their insurance policies.
• Ensure required duties relating to new business and renewals are complete, in collaboration with fellow members of the team.
• Resolve client, carrier, and / 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. (if / where needed)
• Develop and execute an annual formal business plan to align with department objectives.
• Perform annual client stewardship reviews in conjunction with the team.
• Maintain regular consistent contact with existing clients to deliver quality service and meet needs.
• Respond to communication from clients and the marketing team in a timely and professional manner.
• Review new policy wordings and other documentation for accuracy and completeness.
• Maintain appropriate documentation for various accounts and / or correspondence.
• Perform other miscellaneous duties and special projects as required.

Our ideal candidate

• 10+ years of experience in insurance with a minimum of 5 years in an Account Manager / Client Executive role.
• Excellent interpersonal, communication, and presentation skills.
• Valid insurance license from the AMF.
• Proven ability to prioritize competing requirements and deadlines under pressure.
• Bilingual with strong verbal and written communication skills in French and in English.
• Good knowledge of the 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 close to 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

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.

LI-Hybrid