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Client Executive, Commercial Insurance Specialist
2 months ago
About the Role
We are seeking a highly skilled and experienced Client Executive to join our Commercial Team in Hamilton. As a Client Executive, you will be responsible for identifying and pursuing new business opportunities and maintaining a profitable book of business based on the company's objectives and individual business plans.
Your Key Responsibilities
- Proactively maintain and develop relationships with broker partners, clients, and their respective operations.
- Produce new business through networking and various other means of prospecting.
- Generate new and expanded business opportunities through existing broker channels, key insurer relationships, and a growing customer base.
- Make recommendations to prospects and current clients to update and enhance their insurance policies.
- Ensure required duties relating to new business and renewals are complete, in collaboration with fellow members of the team.
- Resolve client, carrier, and/or accounting issues, including coverage questions, collections, discrepancies, billing controversies, and claims.
- Ensure compliance with all BFL CANADA and regulatory procedures.
- Participate in industry functions and targeted public relations activities.
- Develop and execute an annual formal business plan to align with department objectives.
- Perform annual client stewardship reviews in conjunction with the team.
- Maintain regular consistent contact with existing clients to deliver quality service and meet needs.
- Respond to communication from clients and the marketing team in a timely and professional manner.
- Review new policy wordings and other documentation for accuracy and completeness.
- Maintain appropriate documentation for various accounts and/or correspondence.
About You
- Holds a valid RIBO license.
- 10+ years of experience in insurance with a minimum of 5 years in an Account Manager / Client Executive role.
- Has experience broking commercial based risk in Canada.
- Is client focused and has proven relationship building skills.
- Has ability to work well with others throughout the organization.
- Has excellent interpersonal, communication and presentation skills.
- Has ability to work collaboratively and independently with minimal supervision.
- Has good attention to detail, refined organizational skills and the ability to multi-task.
- Has proven ability to prioritize competing requirements and deadlines under pressure.
- Has strong computer skills.
About BFL CANADA
BFL CANADA is one of the largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America. We have a team of over 1,300 professionals located in 26 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.
