Commercial Insurance Broker

BFL CANADA; Montreal; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a skilled Commercial Insurance Broker to join their vibrant Montreal team. This role emphasizes building strong client relationships and ensuring exceptional service delivery. You will manage a diverse book of business, proactively address client needs, and collaborate with various departments to optimize client satisfaction. With a commitment to employee growth and a supportive work culture, this dynamic firm offers a unique opportunity for career advancement in the insurance sector. Join a team that values innovation, integrity, and community support while enjoying a hybrid work environment and competitive benefits.

Benefits

Generous Medical and Dental Coverage

Telemedicine

Employee and Family Assistance Program

Retirement and Savings Programs

Wellness Allowance

Year-round Social Activities and Events

Qualifications

• 10+ years of insurance brokerage experience required.
• University degree, preferably in business or finance.
• Bilingual in French and English for client interactions.

Responsibilities

• Manage a book of business and maintain client relationships.
• Respond to inquiries and provide exceptional client service.
• Oversee underwriting submissions and maintain documentation.

Skills

Insurance Brokerage Experience

Project Management

Presentation Skills

Customer Service Orientation

Bilingual (French and English)

Analytical Skills

Problem-Solving Skills

Time Management

Organizational Skills

Education

University Degree in Business or Finance

Tools

MS Office Suite (Excel, Outlook, Word)

Job description

BFL - Montreal/McGill, QC
Montreal, QC H3A1G1, CAN

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 looking for a Commercial Insurance Broker (Client Service Manager) in our Commercial team in our Montreal office!

As a Commercial Insurance Broker (Client Service Manager), you will be responsible to assist the Client Executive in managing clients. You will establish and maintain excellent relationships with a focus on maximizing client loyalty.

Your day as a Client Service Manager

• Manage a book of business proactively by reviewing the client’s exposure, loss history, and proposing appropriate coverage and/or solutions.
• Ensure maximum retention of book by providing exceptional client service by regularly contacting existing clients to ensure quality service is delivered and needs are met.
• Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
• Identify needs of prospective clients through research and involvement with relevant resources. Utilize division and corporate resources when possible.
• Issue new policies, renewals, and endorsements efficiently.
• Review policy wordings and other documentation for accuracy and completeness.
• Participate in industry functions and targeted public relations activities.
• Oversee the preparation of underwriting submissions and 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 in collaboration with the Finance department to resolve discrepancies and related issues.
• Perform other miscellaneous duties and special projects as required.

Minimum Requirements

• At least 10 years of insurance brokerage experience.
• University degree, preferably in business or finance.
• AMF licensed.
• Ability to work well independently, as part of a team, and with others throughout the organization.
• Good project management and presentation skills.
• Customer-focused and service-oriented.
• 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).
• 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 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 Montreal office is located at the heart of downtown Montreal, the largest city in Quebec. Our employees can benefit from the numerous exciting activities organized in the neighborhood.

Let’s stay in touch: follow us on LinkedIn to get privileged access to our activities and see our other job opportunities.

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.