Insurance Broker - Personal Lines

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 Insurance Broker (Client Service Manager) to join our Personal Lines Team in our Montreal Office!

As a Client Service Manager, you will be responsible to provide support to our Producers and service their clients. This position will also provide, where required, exemplary service and products to new and existing clients by building and fostering strong relationships with insurers and other industry service providers.

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 Manager

• Proactively manage a volume of business by reviewing a client's risk and claims history as well as providing coverage and solutions accordingly.
• Ensure maximum retention of existing clients by providing exceptional service through regular communication with clients.
• Respond to phone calls and written inquiries from clients and underwriters in a timely and professional manner.
• Support the Client Executive in the growth of business volume.
• Determine the needs of potential clients by researching and utilizing appropriate resources.
• Review policy wordings and other documents for accuracy and completeness.
• Maintain an extensive network of market relationships.
• Coordinate the preparation of underwriting submissions; maintain relevant account documentation and correspondence.
• Maintain renewal lists, records, and files for policies so that they are organized and up to date.
• Request and follow up on missing information, endorsements, and policy documents from insurers.
• Follow up with underwriters, broker, and clients on outstanding issues/files.
• Implement appropriate claims administration and loss prevention procedures.
• Work with the Accounting Department to resolve accounting discrepancies and related issues.
• Perform other duties and special projects as required.

Our Ideal Candidate

• University degree in business or finance or a DEC in Insurance and financial services.
• Minimum of 5 years of experience in insurance brokerage.
• Insurance broker's license issued by the AMF.
• Knowledge of Chubb, Intact, Aviva, L'Unique, and Economical Portal Systems is an asset.
• Good knowledge of various markets and their policy wordings.
• Bilingual with strong verbal and written communication skills in French and in English as the candidate will be required to interact in English with colleagues and clients.
• 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 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.

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