Commercial Insurance Broker

BFL CANADA•Montreal, QC

19h•Hybrid

About The Position

We are looking for a Commercial Insurance Broker (Client Service Representative) to join our team in our Montreal office! As a Client Service Representative, you will be responsible 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!

Requirements

3+ years’ in insurance brokerage.
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).
Good knowledge of markets and their policy wordings
Strong verbal and written communication skills
Ability to work well independently, as part of a team
Strong experience with Microsoft Office applications
Effective time management and organizational skills
Customer focused and service oriented.
High attention to detail.

Nice To Haves

Good knowledge of Intact Broker Portal and EPIC is an asset

Responsibilities

Request and follow up with insurers and/or clients for outstanding information, endorsements or policy documentation.
Prepare proposals for renewals and new business.
Respond to telephone calls and written inquiries from clients and underwriters.
Work with the Client Executives and Client Service Managers in negotiating with Insurers and/or changes, renewals and new business where applicable.
Review policy wordings and other documentation for accuracy and completeness and as required, notes and corrects errors.
Create abeyance and follow up for outstanding items from underwriters, markets and clients.
Market own new business and renewals when necessary.
Monitor and follow up on outstanding client’s receivables.
Create and streamline processes.
Responsible for monthly Bordeaux, where required
Invoice and manage receivables.
Other miscellaneous duties and special projects as required.