Commercial Insurance Broker – Surety

1 week ago

Toronto, Ontario, Canada BFL Canada Full time

We don't just offer you a job, we offer you a career

  • We support our employees in shaping their career by promoting continuous education and investing in training.
  • We place our employees at the core of our operations to help them grow personally and professionally, with engaging projects and rewarding challenges.
  • We motivate individuals to pursue their passions by upholding integrity, respect, diversity, and community support.
  • We are a vibrant team where entrepreneurship, innovation, and collaboration are fundamental to our values.
  • We provide competitive salaries and a range of benefits from day one, including comprehensive medical and dental coverage, telemedicine, employee and family assistance programs, retirement and savings plans.
  • We value work-life balance with our hybrid work program, wellness allowance, and year-round social activities.

We are seeking a Client Service Representative to join our Surety team at our Toronto office

As a Client Service Representative, your role will involve maintaining and servicing a profitable book of business aligned with company objectives and individual business plans.

If you are ambitious about your career and seeking a stimulating work environment with growth opportunities, you will thrive within our team.

A Day in the Life of a Client Service Representative

  • Request and follow up with insurers and/or clients for necessary information, endorsements, or policy documentation.
  • Create proposals for renewals and new business.
  • Address phone calls and written inquiries from clients and underwriters.
  • Collaborate with Client Executives and Client Service Managers in negotiations related to changes, renewals, and new business.
  • Review policy documents and other materials for accuracy and completeness, making corrections as needed.
  • Follow up on outstanding items from underwriters, markets, and clients.
  • Market new business and renewals as required.
  • Monitor and follow up on outstanding client receivables.
  • Develop and optimize processes.
  • Handle monthly Bordereaux when necessary.
  • Manage invoicing and receivables.
  • Take on other miscellaneous duties and special projects as needed.

Our Ideal Candidate

  • 2-3 years of relevant industry experience, Surety experience is a plus.
  • Professional designation required (RIBO).
  • Thorough understanding of markets and their policy wordings.
  • Familiarity with Intact Broker Portal and EPIC is advantageous.
  • Excellent verbal and written communication abilities.
  • Proficiency in the MS Office Suite (Excel, Outlook, and Word).
  • Strong analytical and problem-solving skills.
  • Effective time management and organizational capabilities.

Who We Are

Established in 1987 by Barry F. Lorenzetti, BFL CANADA stands as one of the largest employee-owned Risk Management, Insurance Brokerage, and Employee Benefits consulting firms in North America. We boast a team of over 1000 professionals spread across 24 offices nationwide. At BFL CANADA, we empower our employees to showcase their creativity, leadership, and entrepreneurial spirit as we have faith in each individual. Additionally, BFL CANADA is a founding Partner of Lockton Global LLP, a coalition of independent insurance brokers offering Risk Management, Insurance, and Benefits Consulting services across 140 countries globally.

Discover More About Us

Our Toronto office is located in the heart of the Financial District, making it easily accessible via public transit. Surrounded by a plethora of top-notch restaurants, our office provides an ideal setting for enjoyable lunches or post-work drinks.

Stay connected by following us to gain exclusive access to our activities and explore our current job opportunities.

Learn more about us by visiting our website.

BFL CANADA upholds a fair employment policy and encourages applications from individuals with disabilities. Accommodations can be arranged upon request for candidates participating in the selection process.

Conditional job offers at BFL CANADA are contingent on successful background verifications.

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