Client Service Manager - Commercial Insurance, Transportation

BFL Canada; Hamilton; On-site; CAD 70,000 - 100,000; Full time

Job summary

BFL Canada is seeking a Commercial Insurance Broker specializing in Transportation for their Hamilton office. The ideal candidate will possess a university degree, extensive experience in insurance brokerage, and be customer-service oriented with strong project management skills. This role offers the chance to work in a dynamic environment with ongoing support for professional growth.

Benefits

Competitive salaries

Generous medical and dental coverage

Telemedicine services

Employee assistance program

Retirement and savings programs

Wellness allowance

Hybrid work program

Social activities and events throughout the year

Qualifications

• 7 to 10 years of experience in insurance brokerage with extensive knowledge in Fleet and transport insurance.
• In-depth knowledge within the long haul transportation business segment.

Responsibilities

• Proactively manage a book of business by reviewing client's risk and claims history.
• Ensure maximum retention of existing clients by providing exceptional service.
• Coordinate the preparation of underwriting submissions; maintain relevant account documentation.

Skills

Customer service orientation

Project management

Attention to detail

Education

University degree in business or finance

RIBO License

Tools

MS Office

Job description

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 seeking to hire a Commercial Insurance Broker experienced in Transportation (Client Service Manager) for our Hamilton office!

As a Client Service Manager, you will work closely with the Client Executive to proactively manage their book of business and guarantee maximum retention of existing clients and support the growth this book.

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 book of business by reviewing 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.
• Review policy wordings and other documents for accuracy and completeness.
• 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-agents, and clients on outstanding files. Monitor, and follow up on delinquent accounts receivable in collaboration with the Finance Department.
• Implement appropriate claims administration and loss prevention procedures.
• Determine the needs of potential clients by researching and utilizing appropriate resources.
• Maintain an extensive network of market relationships.
• Support the Client Executive in the growth of their book of business.
• Perform other duties and special projects as required.

Our Ideal Candidate

• University degree (typically in business or finance) or equivalent work experience.
• 7 to 10 years of experience in insurance brokerage with extensive knowledge in Fleet and transport insurance.
• In depth knowledge within the long, haul transportation business segment.
• RIBO Licensed
• Team Player with strong project management and presentation skills.
• Customer service oriented with effective time management skills and attention to detail.
• Advanced knowledge of MS Office Word, Excel and PowerPoint.

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 over1,450 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.

More about us

About the Office

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