Client Executive, Private Client Services

Client Executive, Private Client Services

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 identify and pursue new business opportunities and to maintain and service a profitable book of business based on the company’s objectives and individual business plans.

Your day as a Client Executive, Private Client Services

• Identify needs of prospective clients through research and involvement with relevant resources, utilizing team and corporate resources.
• Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
• Develop account strategies, presentations, and other forms of communication with clients.
• Prepare and present proposals of appropriate products and services to new and existing clients.
• Collaborate with colleagues across BFL departments to strengthen PCS visibility and cultivate a robust referral network.
• Participate in industry functions and targeted public relations activities.
• Ensure the terms and coverages meet or exceed the expectations and objectives of each client.
• Ensure maximum retention of existing clients by providing exceptional client service by regularly contacting clients to ensure quality service is being delivered and needs are met and exceeded.
• Oversee the preparation of underwriting submissions and maintain appropriate documentation for various accounts and/or correspondence.
• Produce new business through networking and various other means of prospecting.
• Follow BFL policies and procedures, including security and quality procedures, as currently set out and as amended from time to time.
• Maintain extensive market relationships.
• Other miscellaneous duties and special projects as required.

Our Ideal Candidate

• Minimum 3 to 5 years industry related experience.
• Level 2 license (insurance designation, CAIB or CIP preferred).
• Experience with High Value Homes required.
• Extremely detailed and precise.
• Excellent communication skills; listening, verbal and written.
• Must be client focused and service oriented.
• Ability to work well independently, as part of a team and with others throughout the organization.
• Positive attitude and a desire to grow.
• Willingness to go above and beyond the job description.
• Effective time management and organizational skills.

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.

Let’s stay in touch: follow us on LinkedIn to get privileged access to our activities and see our other job opportunities.

Learn more about us on our website: http://www.bflcanada.ca/

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.

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Business Development and Sales

Industries: Insurance