Commercial Insurance Broker

BFL Canada; Halifax; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading firm in risk management and insurance brokerage is seeking a Client Service Manager in Halifax. The role involves managing client relationships, ensuring exceptional service, and developing account strategies. Ideal candidates will have extensive experience in commercial insurance brokerage and a relevant degree. Join a dynamic team that values innovation and collaboration while enjoying competitive salaries and 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

• At least 7-10 years of experience in commercial insurance brokerage.
• Ability to work well independently and as part of a team.

Responsibilities

• Manage a book of business and propose appropriate coverage solutions.
• Ensure maximum retention of clients by providing exceptional service.
• Respond to inquiries from clients and underwriters in a timely manner.

Skills

Customer focused

Service oriented

Attention to detail

Effective time management

Good project management

Education

University degree in business or finance

CAIB or CIP designations

Tools

MS Office Suite

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 looking for a Commercial Insurance Broker (Client Service Manager) to join our team in our Halifax 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.
• At least 7-10 years of experience in commercial insurance brokerage.
• University degree (typically in business or finance) or equivalent work experience.
• CAIB or CIP designations preferred.
• 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 more than 1300 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.

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We welcomeand 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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