Client Executive, Commercial (Vancouver Island)

BFL CANADA•Saanich, BC

11h•Hybrid

About The Position

We are looking for a Client Executive to join our Vancouver Island team in our new Victoria office! As a Client Executive you will be responsible for identifying and pursuing new business opportunities and maintaining 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!

Requirements

Level 2 insurance license.
Entrepreneurial spirit.
Proven success in a building a profitable book of business within the insurance industry.
Passion for building relationships.
Excellent interpersonal, communication, and presentation skills.
Proven ability to prioritize competing requirements and deadlines under pressure.
Strong analytical and problem-solving skills.

Responsibilities

Proactively maintain and develop relationships with broker partners, clients, and their respective operations.
Produce new business through networking and various other means of prospecting.
Generate new and expanded business opportunities through existing broker channels, key insurer relationships, and a growing customer base.
Make recommendations to prospects and current clients to update and enhance their insurance policies.
Ensure required duties relating to new business and renewals are complete, in collaboration with fellow members of the team.
Resolve client, carrier, and/or accounting issues, including coverage questions, collections, discrepancies, billing controversies, and claims.
Ensure compliance with all BFL CANADA and regulatory procedures.
Participate in industry functions and targeted public relations activities. (if/where needed)
Develop and execute an annual formal business plan to align with department objectives.
Perform annual client stewardship reviews in conjunction with the team.
Maintain regular consistent contact with existing clients to deliver quality service and meet needs.
Respond to communication from clients and the marketing team in a timely and professional manner.
Review new policy wordings and other documentation for accuracy and completeness.
Maintain appropriate documentation for various accounts and/or correspondence.