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Private Client Service Advisor

1 month ago

Prince George, British Columbia, Canada BFL Canada Full time
Job Title: Private Client Service Advisor

We are seeking a highly skilled and motivated Private Client Service Advisor to join our team in Prince George. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.

Key Responsibilities:
  • Manage a Personal Lines book of business through proactive customer contact
  • Create applications for New Home policies and other products, as well as gather all necessary underwriting criteria
  • Process all renewals, endorsements, and cancellations
  • Contact clients for renewal instructions and updating information as changes occur
  • Provide policy coverage information to clients upon request or inquiry
  • Address phone call inquiries and walk-in traffic accurately and efficiently
  • Promote, explain and recommend coverages
  • Develop and maintain a strong working knowledge of all General insurance products.
Requirements:
  • Level 1 general license with the intention of obtaining a level 2 license
  • 1- 2 years of related experience is preferred
  • Experience with ICBC Autoplan is an asset
  • Strong verbal and written communication skills
  • Ability to work well independently, as part of a team and with others throughout the organization
  • Strong experience with Microsoft Office applications
  • Effective time management and organizational skills
  • Customer focused and service oriented
  • High attention to detail and precision
  • Able and willing to work under pressure when needed
What We Offer:
  • Competitive salary range of $55,000 to $70,000
  • Opportunity to work with a dynamic and collaborative team
  • Professional development and growth opportunities
  • Flexible work arrangements and work-life balance
About Us:

BFL CANADA is a leading Risk Management, Insurance Brokerage, and Employee Benefits consulting services firm with a team of over 1300 professionals located in 26 cities across Canada. We are committed to fostering an environment that is diverse, equitable, inclusive and accessible to all.

We welcome and encourage applications from people with diverse abilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.