Client Executive - VIP Private Client Services

BFL CANADA; Winnipeg; Hybrid; CAD 40,000 - 48,000; Full time

Job summary

A leading risk management firm in Winnipeg is looking for a Client Executive for its VIP Private Client Services team. The role involves identifying new business opportunities and providing exceptional client service. Candidates should have at least 5 years of industry-related experience and experience with high-value homes. The position offers competitive salaries and benefits, along with a hybrid work model.

Benefits

Competitive salaries

Medical and dental coverage

Employee assistance program

Retirement and savings programs

Work-life balance initiatives

Qualifications

• Minimum 5 years of industry-related experience.
• Experience with High Value Homes required.
• Willingness to go above and beyond the job description.

Responsibilities

• Identify and pursue new business opportunities.
• Ensure maximum retention of existing clients.
• Develop account strategies and presentations.

Skills

Excellent communication skills

Client focused

Detail-oriented

Time management

Ability to work independently

Education

Level 2 license (CAIB or CIP preferred)

Job description

Client Executive - VIP Private Client Services

Join to apply for the Client Executive - VIP Private Client Services role at BFL CANADA

Client Executive - VIP Private Client Services

2 days ago Be among the first 25 applicants

Join to apply for the Client Executive - VIP Private Client Services role at BFL CANADA

Get AI-powered advice on this job and more exclusive features.

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 VIP Private Client Services team in our Winnipeg 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.

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 Executive

Produce new business through networking and various other means of prospecting

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

Work closely with the Client Service Assistants to ensure new business, as well as renewals and endorsements, are placed in a timely and efficient manner

Oversee the preparation of underwriting submissions and maintain appropriate documentation for various accounts and / or correspondence.

Identifies 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 client.

Prepare and present proposals of appropriate products and services to new and existing clients.

Participates in industry functions and targeted public relations activities.

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 5 years industry related experience

Level 2 license (insurance designation, CAIB or CIP preferred), or working towards

Experience with High Value Homes required

Extremely detailed and precise

Excellent communication skills; listening, verbal and written

Must be completely 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

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.

Our BFL Winnipeg office is located in the heart of downtown, accessible by transit, near the BELL MTS Place (home of the Winnipeg Jets) and the upcoming True North Square. There is an amazing variety of restaurants available, and we are only a short walk away from Food Truck Ally by the legislator grounds.

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.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Business Development and Sales

Industries

Insurance

Referrals increase your chances of interviewing at BFL CANADA by 2x

Get notified about new Client Executive jobs in Winnipeg, Manitoba, Canada .

Administrator - SecurTek Customer Support

Service Call Centre Rep - Bilingual NIGHTS

Client Service Associate (12 Month Contract)(General level 1 License required)

Customer Experience Representative - Operations

Greater Winnipeg Metropolitan Area 1 month ago

Bilingual Customer Relations Specialist (English & French)

Call Centre Employee Support Specialist - Full Time

Greater Winnipeg Metropolitan Area 5 days ago

Customer Service Representative - 12 Month Term

Training Facilitator (Temporary Contract)

FIRST IMPRESSIONS REPRESENTATIVE - CASUAL

Winnipeg, Manitoba, Canada CA$40,000.00-CA$48,000.00 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

J-18808-Ljbffr