Producer/Commercial Insurance-Financial, Professional & Technology Services

BFL Canada; Montreal; Presencial; CAD 90.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical coverage

Dental coverage

Telemedicine

Employee assistance program

Retirement savings plan

Wellness allowance

Social activities

Descripción de la vacante

BFL CANADA in Montreal seeks a Commercial Insurance Broker (Client Executive) to join our Financial, Professional and Technology Services team. You will service large accounts while developing new business with partner brokers and insurers.

The role requires a minimum of 8 years in insurance, a university degree, AMF licence, bilingual in French and English, and strong relationship skills. We offer a hybrid work program and a supportive team.

Formación

• Minimum 8 years experience in the insurance industry, with 3+ years in account management or client relations.
• University degree in business or finance; AMF broker licence.
• Fluent English and French, with strong written and verbal communication.
• Strong organizational skills and ability to manage multiple priorities.

Responsabilidades

• Proactively maintain and develop relationships with partner brokers, clients, and operations.
• Generate new business opportunities through broker channels and insurer relationships.
• Recommend policy updates and risk management improvements.
• Ensure completion of new business and renewals tasks with the team.
• Resolve billing, collections, and claims inquiries; conduct annual client reviews.
• Develop and execute a formal annual business plan aligned with objectives.
• Maintain ongoing client communication to deliver high-quality service.

Conocimientos

Bilingual (French/English)

Client relationships

Communication skills

Time management

Analytical skills

Educación

University degree in business or finance

AMF insurance broker licence

Herramientas

MS Office (Excel/Outlook/Word)

Descripción del empleo

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 Executive) to join our Financial, Professional and Technology Services team in our Montreal office!

As a Client Executive, you will be part of a dynamic group of like‑minded brokers, working collaboratively to service existing large accounts while generating new business opportunities.
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 Executive

• Proactively maintain and develop relationships with partner brokers, clients, and their respective operations.
• Generate new and expanded business opportunities through existing broker channels, key insurer relationships, and growth of the client base.
• Make recommendations to prospects and existing clients to update and enhance their insurance policies and risk management strategies.
• Ensure that all required tasks related to new business and renewals are completed in collaboration with other team members.
• Resolve client and/or accounting issues, including coverage questions, collections, discrepancies, billing disputes, and claims.
• Develop and execute a formal annual business plan aligned with departmental objectives.
• Conduct annual client management reviews in collaboration with the team.
• Maintain regular and consistent contact with existing clients to deliver high‑quality service and address their needs.
• Respond to client and marketing team communications in a timely and professional manner.
• Review new policy wordings and other documents to ensure accuracy and completeness.
• Maintain proper documentation for various accounts and/or correspondence.
• Participate in industry events and targeted public relations activities (as needed).
• Perform other related duties and special projects as required.
• Assist the team with clients’ risk transfer analyses.
  

Our Ideal Candidate

• Minimum 8 years of experience in the insurance industry, including at least 3 years in an account management or client relationship role.
• University degree (preferably in business or finance).
• Insurance broker licence issued by the Autorité des marchés financiers (AMF).
• Bilingual, with strong verbal and written communication skills in French and English. The role requires working in English with stakeholders (colleagues and clients) outside Québec.
• Strong working knowledge of MS Office (Excel, Outlook, and Word).
• Client‑focused, with demonstrated relationship‑building skills.
• Ability to work collaboratively as well as independently with minimal supervision.
• Strong attention to detail, excellent organizational skills, and the ability to manage multiple priorities simultaneously.
• Solid analytical and problem‑solving skills.
• Effective time management and organizational abilities.
  

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 1,500 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.
Visit our website to learn more about us: bflcanada.ca
BFL CANADA is an equal-opportunity employer. We welcome and encourage applications from people with disabilities. 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.