Private Client Service Advisor - High Net Worth

BFL CANADA•Waterloo, ON

2d•Hybrid

About The Position

We are looking for a Private Client Service Advisor (High Net Worth), in our Waterloo Office! The primary purpose of this position is to assist the Client Executives in providing the highest quality service to our High-Net-Worth clients, colleagues, and insurers. If you are career-minded and looking for a dynamic work environment with a growth mindset, you will love working among our team!

Requirements

Minimum 3 years industry related experience
RIBO license (insurance designation, CAIB or CIP preferred), or working towards
Extremely detailed
Excellent communication skills, listening, verbal and written
Must be completely client focused and service oriented
Ability to work well independently, as part of a team and with others throughout the organization
Good knowledge of company portals
Positive attitude and a desire to grow
Willingness to go above and beyond the job description
Effective time management and organizational skills
Good knowledge of Microsoft Word, Outlook, Excel, and PowerPoint

Nice To Haves

Experience with High Value Homes considered an asset

Responsibilities

Provide exceptional client service
Prepare underwriting submissions, client proposals, cover notes, etc. and maintain appropriate documentation for various accounts and/or correspondence, with clear instructions and direction from the Client Executives
Process renewals and endorsements in a timely and efficient manner
Ensures abeyances and follows ups for outstanding items from underwriters and clients are in place and completed
Focus on maximizing retention
Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner
Other miscellaneous duties and special projects as required