Private Client Services Advisor

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 for our Private Client Services team in our Langley or Vancouver office!

The primary purpose of this position is to build trusted relationships with both clients and internal partners to identify Personal Insurance opportunities and deliver comprehensive insurance solutions. Working collaboratively with our Commercial Client Executive team, this role contributes to the growth and retention of a profitable book of business while supporting the company's overall business objectives.

If you’re looking for a dynamic work environment, keep reading!

Your day as a Private Client Services Advisor

• Partner closely with Commercial Client Executives to identify Personal Insurance opportunities within existing commercial client portfolios and deliver comprehensive insurance solutions.
• Build trusted relationships with clients and internal stakeholders to understand clients' evolving insurance needs and identify opportunities to add value.
• Respond to telephone calls and written inquiries from clients and insurance markets in a timely, professional, and client-focused manner.
• Develop account strategies, presentations, and other client communications in collaboration with Commercial Client Executives and leadership.
• Prepare and present tailored Personal Insurance recommendations and proposals for new and existing clients.
• Collaborate with colleagues across BFL to strengthen the visibility of Private Client Services and cultivate a strong internal referral network.
• Participate in client meetings, industry events, networking opportunities, and targeted business development initiatives to support relationship growth and brand awareness.
• Ensure insurance solutions and coverage recommendations meet or exceed each client's needs, expectations, and objectives.
• Deliver exceptional client service to maximize client retention through proactive communication, ongoing relationship management, and regular policy reviews.
• Oversee the preparation of underwriting submissions and maintain accurate documentation for client accounts and correspondence.
• Contribute to the growth of the Personal Insurance portfolio by developing opportunities through internal referrals, existing client relationships, networking, and other strategic business development activities.
• Develop and maintain strong relationships with insurance markets to support competitive solutions and exceptional client outcomes.
• Follow BFL policies and procedures, including security and quality standards, as amended from time to time.
• Perform other duties and special projects as assigned.

Our Ideal Candidate

• 3–5 years of experience in the insurance industry, with a strong background in Personal Lines within a brokerage environment.
• Level 2 General Insurance License required; CAIB, CIP, or other industry designation is considered an asset.
• Experience working with High Net Worth/High Value Home clients is required.
• A collaborative mindset with the ability to build strong working relationships across teams and partner effectively with Commercial Client Executives.
• A consultative approach with the ability to identify client needs and uncover opportunities to deliver comprehensive insurance solutions.
• Exceptional client service skills with a genuine commitment to building long-term client relationships.
• Strong communication and interpersonal skills, with the ability to influence, listen actively, and communicate clearly both verbally and in writing.
• Highly organized with excellent time management skills and the ability to manage multiple priorities while maintaining a high level of accuracy and attention to detail.
• Self-motivated and proactive, with the initiative to follow through, solve problems, and take ownership of client outcomes.
• Positive, adaptable, and eager to learn, contribute, and continuously grow within a collaborative team environment.
• A willingness to support colleagues, share knowledge, and go the extra mile to achieve the best outcomes for clients and the team.

The expected salary for this role ranges from $65,000 to $95,000. Annual salary will be determined by factors including prior experience, location, business segment, and relevance of the candidate’s skills to the role.

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 1,450 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.

Here at BFL our employees have the freedom to demonstrate their own creativity, leadership and entrepreneurship because we strongly believe in them. We are a national collaborative team that thrives in a fast-paced environment.

Office information

Our Vancouver office is situated in Coal Harbour, half a block from the world renowned Seawall. Employees often enjoy activities along the Seawall during their lunch break with Stanley Park being close by. Our office is easily accessible for employees by car and public transit and there are bike storage lockers in our building.

Our Langley office is located in Walnut Grove, just off Highway 1 and minutes from the Golden Ears Bridge. Employees enjoy the convenience of free on-site parking and a fully equipped gym in the building, perfect for a workout before or after work. The surrounding area offers a variety of nearby amenities, adding to the ease and enjoyment of the workday.

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BFL CANADA is an equal opportunity employer.

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.

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