Commercial Insurance Broker

BFL CANADA•Montreal, QC

1d•Hybrid

About The Position

We are looking for a Commercial Insurance Broker (Client Service Manager) in our Commercial team in our Montreal office! As a Commercial Insurance Broker (Client Service Manager), you will be responsible to assist the Client Executive in managing clients. You will establish and maintain excellent relationships with a focus on maximizing client loyalty. 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 10 years of insurance brokerage experience.
University degree, preferably in business or finance.
AMF licensed.
Ability to work well independently, as part of a team, and with others throughout the organization.
Good project management and presentation skills.
Customer-focused and service-oriented.
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

Manage a book of business proactively by reviewing the client’s exposure, loss history, and proposing appropriate coverage and/or solutions.
Ensure maximum retention of book by providing exceptional client service by regularly contacting existing clients to ensure quality service is delivered and needs are met.
Identify needs of prospective clients through research and involvement with relevant resources. Utilize division and corporate resources when possible.
Issue new policies, renewals, and endorsements efficiently.
Review policy wordings and other documentation for accuracy and completeness.
Participate in industry functions and targeted public relations activities.
Oversee the preparation of underwriting submissions and maintain appropriate documentation for various accounts and/or correspondence.
Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
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 in collaboration with the Finance department to resolve discrepancies and related issues.
Perform other miscellaneous duties and special projects as required.