Commercial Insurance Broker - Real Estate

BFL CANADA•Montreal, QC

13d•Hybrid

About The Position

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 an Experienced Commercial Insurance Broker - Real Estate (Client Service Manager) to join our team in our Montreal office! As a Client Service Manager, you will be responsible to provide support to the Client Executive by proactively managing their book of business. You will ensure maximum retention of existing clients and support the Client Executive in the growth of his book. If you are career-minded and looking for a dynamic work environment with a growth mindset, you will love working among our team!

Requirements

At least 5 years of experience in insurance brokerage.
University degree in business or finance or a DEC in Insurance and financial services.
Extensive knowledge of the real estate industry.
Insurance broker's license issued by the AMF.
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.

Responsibilities

Proactively manage a book of business by reviewing clients' risk and claims history as well as providing coverage and solutions accordingly.
Ensure maximum retention of existing clients by providing exceptional service through regular communication with clients.
Review policy wordings and other documents for accuracy and completeness.
Coordinate the preparation of underwriting submissions; maintain relevant account documentation and correspondence.
Maintain renewal lists, records, and files for policies so that they are organized and up to date.
Request and follow up on missing information, endorsements and policy documents from insurers.
Follow up with underwriters, broker agents, and clients on outstanding files.
Monitor, and follow up on delinquent accounts receivable in collaboration with the Finance Department.
Implement appropriate claims administration and loss prevention procedures.
Determine the needs of potential clients by researching and utilizing appropriate resources.
Maintain an extensive network of market relationships.
Support the Client Executive in the growth of their book of business.
Perform other duties and special projects as required.