Commercial Insurance Broker - Commercial

November 8 2024
Industries Bank, Insurance, Financial services
Categories Bank, Insurance, Financial services,
Montreal, QC • Full time

We offer more than a job, we offer a career!

  • We help our employees build their careers by encouraging continuing education and investing in training and development.
  • We put our employees at the center of what we do, enabling them to grow personally and professionally, through projects and challenges that are motivating and rewarding.
  • We inspire people to do what they're passionate about by believing in integrity, respect and recognition, diversity and community support.
  • We are a dynamic team where entrepreneurship, innovation and collaboration are at the heart of our values.
  • We offer competitive salaries and a multitude of benefits from day one: generous medical and dental coverage, telemedicine, an employee and family assistance program, as well as retirement and savings programs.
  • We recognize the importance of work-life balance through our hybrid work program, wellness allowance and year-round social events and activities.

We are looking for a Client Service Representative to join our team in our Montreal office!

As a Client Service Representative, you will be responsible to maintain and service a profitable book of business based upon the company's objectives and individual business plans.

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

  • Collect and review of underwriting information from clients.
  • Issue and format insurance submissions and client presentations.
  • Translate and review documentation.
  • Prepare invoicing instructions.
  • Respond to clients on insurance request certificates.
  • Follow up and review policies, endorsements, and invoices.
  • Organize and track deliverables and deadlines for the team EPIC filing.

Our Ideal Candidate

  • 5 years of experience in insurance brokerage.
  • University degree (preferably in business or finance).
  • Insurance broker's license issued by the AMF.
  • Bilingual with strong verbal and written communication skills in French and in English as the candidate will be required to interact in English with stakeholders (colleagues and clients) outside Quebec.
  • Good knowledge of the MS Office Suite (Excel, Outlook, and Word).
  • Customer service oriented.
  • 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 more than 1400 professionals located in 27 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.

Our Montreal office is located in the heart of downtown Montreal, Quebec's largest city. Our employees can take advantage of the many exciting activities taking place in the area.

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: www.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

Apply now!

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