Commercial Insurance Broker

4 weeks ago

Waterloo, Ontario, Canada BFL Canada Full time

Unlock Your Career Potential

We are seeking a highly motivated and experienced Commercial Insurance Broker (Client Service Representative) to join our team in our Waterloo office.

As a Commercial Insurance Broker (Client Service Representative), you will be responsible for maintaining and servicing a profitable book of business based on the company's objectives and individual business plans.

Key Responsibilities:

  • Request and follow up with insurers and/or clients for outstanding information, endorsements, or policy documentation.
  • Prepare proposals for renewals and new business.
  • Respond to telephone calls and written inquiries from clients and underwriters.
  • Work with Client Executives and Client Service Managers in negotiating with Insurers and/or changes, renewals, and new business where applicable.
  • Review policy wordings and other documentation for accuracy and completeness and as required, notes and corrects errors.
  • Create abeyance and follow up for outstanding items from underwriters, markets, and clients.
  • Market own new business and renewals when necessary.
  • Monitor and follow up on outstanding client's receivables.
  • Create and streamline processes.
  • Responsible for monthly Bordeaux, where required.
  • Invoice and manage receivables.
  • Other miscellaneous duties and special projects as required.

Requirements:

  • Minimum 3 years industry-related experience.
  • Professional designation required (RIBO).
  • Good knowledge of markets and their policy wordings.
  • Strong verbal and written communication skills.
  • Ability to work well independently, as part of a team.
  • Customer-focused and service-oriented.
  • Bilingual with strong verbal and written communication skills in French and in English.
  • Good knowledge of the MS Office Suite (Excel, Outlook, and Word).
  • Strong analytical and problem-solving skills.
  • Effective time management and organizational skills.

About Us:

BFL CANADA is one of the largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America. 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.

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