Client Service Manager - Commercial Insurance

BFL CANADA; Waterloo; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

BFL CANADA is seeking a Client Service Manager for their Waterloo office. This role encompasses managing client relationships, offering exceptional service in commercial insurance, and requires extensive experience in the field. The ideal candidate will focus on client retention, service delivery, and possess excellent project management skills. With competitive salaries and a hybrid working model, BFL promises career growth within a dynamic environment that values community support and diversity.

Benefits

Generous medical and dental coverage

Employee and family assistance program

Retirement and savings programs

Wellness allowance

Year-round social activities

Qualifications

• 7-10 years of experience in commercial insurance brokerage.
• RIBO Licensed required.
• Ability to work independently and in a team.

Responsibilities

• Manage a book of business by reviewing client exposure and proposing appropriate coverage.
• Provide exceptional client service by maintaining regular contact with clients.
• Respond to client inquiries in a timely and professional manner.

Skills

Attention to detail

Customer focused

Effective time management

Good project management skills

Presentation skills

Education

University degree in business or finance

Tools

MS Office Suite

Job description

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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 event.

We are looking for a Client Service Manager to join our team in our Waterloo office!

As a Client Service Manager, you will be responsible for assisting the Client Executive in managing clients by establishing and maintaining excellent relationships with a focus on maximizing their 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 Manager

• Manage proactively a book of business by reviewing the client’s exposure and loss history and proposing appropriate coverage and / or solutions. Where necessary, develop account strategies, presentations, and other forms of communication with clients.
• Ensure maximum retention of books by providing exceptional client service by regularly contacting existing clients to ensure quality service is being delivered and needs are met and exceeded.
• Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
• Identify prospective clients’ needs through research and involvement with relevant resources, and utilize division and corporate resources when possible.
• Place new business as well as renewals and 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;
• Maintain extensive market relationships.
• Oversee the preparation of underwriting submissions; maintain 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 claims administration and loss prevention activity.
• Monitor and follow up on outstanding client receivables.
• Other miscellaneous duties and special projects as required.

Our Ideal Candidate

• At least 7-10 years of experience in commercial insurance brokerage.
• University degree (typically in business or finance) or equivalent work experience.
• RIBO Licensed
• Ability to work well independently, as part of a team and with others throughout the organization.
• Good project management and presentation skills.
• Attention to detail and effective time management.
• Customer focused and service oriented.
• Good knowledge of the MS Office Suite (Excel, Outlook, and Word).
• 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.

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

Insurance

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Client Service Manager • Waterloo, Region of Waterloo, Canada