Client Service Manager
6 days ago
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 a Commercial Insurance Broker - Client Service Manager for our Winnipeg Office
The primary purpose of this position is to support the Client Executive to manage a book of business by developing and maintaining excellent client relationships, with a focus on maximizing retention.
Your day as a Client Service Manager
Proactively manage a book of business by reviewing the client’s exposure and loss history and proposing appropriate coverages and/or solutions.
Collaborate with Client Executive to develop account strategies, presentations and proposals.
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 and exceeded.
Ensure client and insurer correspondence is accurate and flows efficiently.
Ensure policy documents and wordings are attached in ECAT and maintained up to date.
Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
Discuss with the Marketer the placing of new business as well as renewals.
Request endorsements in a timely and efficient manner.
Prepare underwriting submissions and maintain appropriate documentation for various accounts and/or correspondence.
Review policy wordings and other documentation for accuracy and completeness.
Participate in industry functions and targeted public relations activities.
Maintain extensive market relationships.
Request and follow up with insurers for quotes, outstanding information, endorsements or policy documentation.
Ensure abeyances and follow-ups for outstanding items from underwriters and clients are in place and done.
Collaborate with Client Service Representative to guarantee accuracy of internal and external documents.
Monitor and follow up on outstanding client accounts receivables.
Liaise with Accounting to resolve accounting discrepancies and related issues.
Perform other miscellaneous duties and special projects as required.
Level 2 license (insurance designation, CIP or CAIB preferred) or working towards
7 + years of experience in Commercial Insurance; Client Account Management or similar role;
FCIP or CIP designation preferred
Client focused with strong technical knowledge and understanding of markets and related policy wordings
Good computer skills with strong knowledge of the MS Office Suite (Excel, Outlook, Power Point)
Excellent verbal and written communication skills
Who we are.
Founded in 1987 by Barry F. Lorenzetti, BFL CANADA is one of the largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America. The firm has a team of over 1000 professionals located in 24 offices across the country. Our employees have free rein to demonstrate their creativity, leadership and entrepreneurial skills since we believe in each one of them. BFL CANADA is a founding Partner of Lockton Global LLP, a partnership of independent insurance brokers who provide Risk Management, Insurance and Benefits Consulting services in over 140 countries around the world.
More About us
Our BFL Winnipeg office is located in the heart of downtown, accessible by transit, near the BELL MTS Place (home of the Winnipeg Jets) and the upcoming True North Square. There is an amazing variety of restaurants available, and we are only a short walk away from Food Truck Ally by the legislator grounds.
**Let’s stay in touch**: follow us on LinkedIn to get privileged access to our activities and see our other job opportunities.
**Visit our website to learn more about us**: bflcanada.ca/
Offers of employment at BFL CANADA are conditional upon satisfactory results of background verifications.
-
Resident Manager
2 months ago
Winnipeg, Canada Resident Manager Full time**Overview** The Resident Manager plays a vital role in overseeing the daily operations of the residential property, ensuring a high standard of living for residents while maintaining effective communication and relationships with all stakeholders. This position requires a detail-oriented individual with strong organizational skills and a commitment to...
-
Manager of Client Service
3 weeks ago
Winnipeg, Canada Value Partners Investments Full time**Company Description** Founded in 2005, Value Partners Investments is a Winnipeg-based investment firm that currently manages over $5.1 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provides discretionary investment management services to wealthy families across Canada. Our...
-
Client Service Manager
1 month ago
Winnipeg, Canada Paladin Security Full timeClient Service Manager - Assists in the development of short - and long-range goals and objectives, ensuring that such plans support the goals, policies and vision of Paladin Security Group. - Monitor profitability of client sites utilizing PowerBI and develop plans to ensure site wages increase regularly and in conjunction with cost of living and provincial...
-
Client Service Manager
4 weeks ago
Winnipeg, Canada Paladin Security Full timeClient Service Manager Position Overview Responsible for maintaining and refining Paladin Security Group’s security programs for all assigned Paladin contracts throughout the Winnipeg region; developing and coordinating implementation strategies to support the program; and evaluating the capacity of Paladin staff to respond effectively to security and...
-
Client Service Operations Manager
4 weeks ago
Winnipeg, Manitoba, Canada Transcona Roofing Ltd. Full timeThe Transcona Roofing Ltd. is a full-service roofing and waterproofing contractor dedicated to building long-term relationships with our customers through the installation, repair, & maintenance of industrial, commercial & institutional buildings.We are seeking a highly skilled Client Service Operations Manager to join our team.Job DescriptionEnsure required...
-
Client Manager
6 months ago
Winnipeg, Canada Xerox Full time-The Client Manager is responsible for developing and expanding the company's customers. With a consultative approach and his great listening skills, he knows how to offer business solutions and personalized service programs. He knows how to identify and qualify opportunities and then develop them in the market. **Overview**: **Know the product and service...
-
Client Service Associate
4 months ago
Winnipeg, Canada Value Partners Investments Full time**Company Description** Value Partners Investments manages approximately $4 Billion of assets for clients across Canada. The Executive Assistant plays a critical role in ensuring the appropriate flow of work and communications between the President of the company, the Executive team, Board of Directors, and our clients. Reporting to the Manager of Client...
-
Client Service Associate
7 months ago
Winnipeg, Canada Value Partners Investments Full timeCompany Description Value Partners Investments manages approximately $4 Billion of assets for clients across Canada. The Executive Assistant plays a critical role in ensuring the appropriate flow of work and communications between the President of the company, the Executive team, Board of Directors, and our clients. **Job Description**: Reporting to the...
-
Client Services Specialist- Client Services
7 months ago
Winnipeg, Canada Manitoba Blue Cross Full timeAbout Manitoba Blue Cross We’re a Manitoba-based, not-for-profit, health benefits provider with a vision to be the trusted and essential health and wellness partner for all Manitobans. Every dollar made is reinvested in our infrastructure, our people, and our province with the goal of providing better care for our members, expanding our community impact...
-
Client Service Specialist
7 months ago
Winnipeg, Canada People Corporation Full timeWe are seeking Client Service Specialists to join our team in Winnipeg, MB. This is an exciting time to join People Corporation. Our high level of acquisition activity and our consistent organic growth continue to define and further enhance our benefits, pension, and HR products and services and how they are delivered to our clients. We are in search of a...
-
Client Service Manager
1 week ago
Winnipeg, Canada BFL CANADA Full time**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...
-
Client Services Specialist
6 months ago
Winnipeg, Canada The First Glance Aesthetic Clinic & Surgery Centre Full timeThe First Glance Aesthetic Clinic & Surgery Centre is a leader in medical aesthetics with a vision to provide the highest level of client care. We are a team of dedicated professionals who are passionate about elevating each patient’s natural beauty. We are hiring a full-time, term position, **Client Service Specialist.** The position has the possibility...
-
Client Service Specialist
3 weeks ago
Winnipeg, Canada People Corporation Full timeWe are seeking a **Client Service Specialist** to join our team in **Winnipeg, MB, Waterloo, ON, and Cambridge, ON.** This is an exciting time to join People Corporation. Our high level of acquisition activity and our consistent organic growth continue to define and further enhance our benefits, pension, and HR products and services and how they are...
-
Client Service Associate
7 months ago
Winnipeg, Canada TD Bank Full timeWork Location: Winnipeg, Manitoba, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: **Job Description**: This role is responsible for being the the primary client contact for non-advice activities, providing dedicated support to one or more Investment Advisors (IA). The CSA supports in preparing for client meetings (including Annual Client...
-
Client Success Manager
7 months ago
Winnipeg, Canada 365 Technologies Full time**Summary**: As a Client Success Manager at 365 Technologies, your mission is to strengthen and grow our relationships with our existing managed services clients. Through semi-annual Technology Business Review (TBR) meetings, regular communication and leveraging internal 365 resources your sole purpose will be to ensure the success of our clients, leveraging...
-
Client Services Data Specialist
7 months ago
Winnipeg, Canada Manitoba Blue Cross Full timeAbout Manitoba Blue Cross We’re a Manitoba-based, not-for-profit, health benefits provider with a vision to be the trusted and essential health and wellness partner for all Manitobans. Every dollar made is reinvested in our infrastructure, our people, and our province with the goal of providing better care for our members, expanding our community impact...
-
Client Services Associate
7 months ago
Winnipeg, Canada Harvest Manitoba Full timePerform new client intakes and book clients for food bank appointment - Prepare food hampers for walk-in clients as well as support the Winnipeg Avenue on-site food bank - Input and prepare data for weekly and monthly reporting - Liaise with food bank coordinators and food distribution agencies to ensure that client information is up-to-date and that clients...
-
Winnipeg, Canada Red River College Full timeRRC Polytech is a leader in applied learning and innovation. Our talented team of employees is passionate about education, innovation and student success. We offer competitive salaries, extensive benefits and the opportunity for personal and professional growth in a rewarding career. At RRC Polytech we are committed to fostering an inclusive environment,...
-
Client Service Assistant
4 days ago
Winnipeg, Canada BFL CANADA Risk and Insurance Full timeWe 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...
-
Client Service Assistant
6 days ago
Winnipeg, Canada BFLC Full time**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...