Private Client Services Advisor

BFL CANADA; Winnipeg; Hybrid; CAD 55,000 - 75,000; Full time

Job summary

BFL CANADA is seeking a Private Client Services Advisor for their Winnipeg office. In this role, you will identify new business opportunities while maintaining excellent client service. The position offers a dynamic work environment focused on employee growth and professional development with competitive benefits.

Benefits

Generous medical and dental coverage

Retirement and savings programs

Wellness allowance

Work-life balance initiatives

Qualifications

• Must maintain licensing requirements and pursue continuing education.
• Ability to work independently and collaboratively in a team.
• Positive attitude and willingness to take on responsibilities.

Responsibilities

• Identify and pursue new business opportunities.
• Provide exceptional client service for residential clients.
• Process and maintain documentation effectively.

Skills

Client focus

Excellent communication skills

Detail-oriented

Teamwork

Education

Level 2 insurance designation (CAIB or CIP preferred)

Continuing education in insurance

Tools

Microsoft Word

Microsoft Outlook

Microsoft Excel

Microsoft PowerPoint

Job description

1 day ago Be among the first 25 applicants

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 Private Client Services Advisor for 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 upon 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 Private Client Service Advisor

Administrative

• Prints correspondence as needed and maintains electronic files (EPIC) to ensure that they are organized and up to date.
• Process cover notes / binders, invoices, renewal and endorsement letters, memos, and other documentation as required.
• Creates activities and follows up for outstanding items.
• Processes incoming mail and directs to the appropriate person on the Team.
• Ensures all correspondence is accurate and flows in a timely manner.

Accounting

• Monitors and follows up on outstanding client accounts receivables
• Works with the Accounting Department and insurers to resolve accounting discrepancies and related issues.

Client / Insurer

• Provide exceptional client service for residential clients
• Responds to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
• Produce new business through networking and various other means of prospecting.
• Ensures the terms and coverages meet or exceed the expectations and objectives of each client.
• To ensure maximum retention of existing clients provides exceptional client service by regularly contacting clients to ensure quality service is being delivered and needs are met and exceeded.
• Ensures new business as well as renewals and endorsements are placed in a timely and efficient manner.
• Identifies needs of prospective clients through research and involvement with relevant resources, utilizes team and corporate resources.
• Prepares and presents proposals of appropriate products and services to new and existing clients.
• Participates in industry functions and targeted public relations activities.
• Oversees the preparation of underwriting submissions, maintains appropriate documentation for various accounts and / or correspondence.

General

• Follows BFL policies and procedures, including security and quality procedures, as currently set out and as amended from time to time.
• Other miscellaneous duties and special projects as required.
• Level 2 license (insurance designation, CAIB or CIP preferred), or working towards
• Extremely detailed.
• Must be completely client focused and service oriented.
• Maintenance of licensing requirements / continuing education.
• Excellent communication skills, listening, verbal and written.
• 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 beyond the job description.
• Good knowledge of Microsoft Word, Outlook, Excel, and PowerPoint.

Reports to : Vice President, Private Client Services – Central & Western Region

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 Toronto office is located in beautiful downtown, in the core of the Financial District. Easily accessible by public transit, our office is close to a plethora of top-notch restaurants, ideal for enjoyable lunches or drinks after work.

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

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Management and Manufacturing

Insurance

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