Private Client Service Advisor

2 weeks ago


Prince George, British Columbia, Canada BFL Canada Full time

Job Summary

We are seeking a highly skilled 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 to our clients, ensuring their needs are met and exceeded.

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

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 the country. We are a dynamic and collaborative team that thrives in a fast-paced environment.

What We Offer

  • Competitive salaries and a multitude of benefits starting day one
  • Generous medical and dental coverage, telemedicine, employee and family assistance program, and retirement and savings programs
  • Hybrid work program, wellness allowance, and year-round social activities and events

How to Apply

Follow us on social media to get privileged access to our activities and see our other job opportunities.

BFL CANADA is an equal opportunity employer. We welcome and encourage applications from people with diverse abilities.



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