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Commercial Insurance Broker

Commercial Insurance Broker

BFL CANADA Risk and InsuranceTracadie-Sheila, NB
30+ days ago
Salary
CAD50000–CAD60000 yearly
Job description

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 an experienced commercial insurance broker (Client Service Representative) to join our team in Tracadie-Sheila!

As a Client Service Representative, you will be responsible for assisting the Client Executive and Client Service Manager in managing a portfolio of clients. You will establish and maintain excellent relationships with a focus on maximizing client loyalty.

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 Representative

  • Proactively manage a book of business by reviewing the client's risk exposures, claims history and proposing appropriate insurance coverage's and / or solutions with assistance from the Client Service Manager.
  • Ensure exceptional client service by regularly contacting existing clients to ensure quality service is delivered and needs are met.
  • Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
  • Identify needs of prospective clients through research and involvement with relevant resources. Utilize division and corporate resources when possible.
  • Negotiate and incept insurance programs for both new and current clients including endorsements in a timely and efficient manner.
  • Review policy wordings and other documentation for accuracy and completeness.
  • Participate in industry functions and targeted public relations activities.
  • Oversee the preparation of underwriting submissions, maintains appropriate documentation for various accounts and / or correspondence.
  • Maintain expiry lists, records, and policy files to ensure that they are organized and up to date.
  • Request and follow up with insurers for outstanding information, endorsements or policy documentation.
  • Create abeyances and follow up for outstanding items from underwriters, marketers and clients.
  • Establish appropriate procedures for loss prevention activity.
  • Monitor and follow up on outstanding client receivables in collaboration with the Finance department to resolve discrepancies and related issues.
  • Handle other duties and special projects as required.

    • Our ideal candidate

  • Minimum 5 years of experience in Commercial / Real Estate insurance brokerage.
  • University degree, preferably in business or finance.
  • AMF licensed.
  • Good project management and presentation skills.
  • 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 attention to details, 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 over 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.

    Let us 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 /

    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.

    LI-Hybrid