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Commercial Insurance Broker

2 months ago


Montreal, Quebec, Canada BFL Canada Full time
Job Title: Commercial Insurance Broker

We are seeking a highly skilled Commercial Insurance Broker to join our team at BFL Canada. As a Commercial Insurance Broker, you will play a key role in managing client relationships and providing exceptional service to our clients.

Key Responsibilities:
  • Manage a book of business proactively by reviewing client exposure, loss history, and proposing appropriate coverage and/or solutions.
  • 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.
  • Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
  • Identify needs of prospective clients through research and involvement with relevant resources. Utilize division and corporate resources when possible.
  • Issue new policies, renewals, and endorsements efficiently.
  • Review policy wordings and other documentation for accuracy and completeness.
  • Participate in industry functions and targeted public relations activities.
  • Oversee the preparation of underwriting submissions and maintain appropriate documentation for various accounts and/or correspondence.
  • Maintain expiry lists, records, and policy files to ensure that they are organized and up to date.
  • Request and follow up with insurers for outstanding information, endorsements or policy documentation.
  • Create abeyances and follow up for outstanding items from underwriters, marketers and clients.
  • Establish appropriate procedures for claims administration and loss prevention activity.
  • Monitor and follow up on outstanding client receivables in collaboration with the Finance department to resolve discrepancies and related issues.
Requirements:
  • At least 2 to 3 years of insurance brokerage experience.
  • University degree, preferably in business or finance.
  • AMF licensed.
  • Ability to work well independently, as part of a team, and with others throughout the organization.
  • Good project management and presentation skills.
  • 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.

We offer a dynamic work environment with a growth mindset, competitive salaries, and a multitude of benefits starting day one. If you are career-minded and looking for a challenging role, we encourage you to apply.

BFL Canada is a leading Risk Management, Insurance Brokerage, and Employee Benefits consulting services firm with a team of over 1300 professionals located in 27 offices across Canada. Our employees have free rein to demonstrate their creativity, leadership, and entrepreneurial skills.

We welcome and encourage applications from people with diverse abilities. BFL Canada is committed to fostering an environment that is diverse, equitable, inclusive, and accessible to all.