Insurance Client Relationship Manager
5 days ago
About the Role
We are seeking a highly motivated and experienced Client Executive to join our Commercial team in Langley, BC. 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.
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.
Requirements
- Level 2 insurance license.
- Entrepreneurial spirit.
- Proven success in building a profitable book of business within the insurance industry.
- Passion for building relationships.
- Excellent interpersonal, communication, and presentation skills.
- Proven ability to prioritize competing requirements and deadlines under pressure.
- Strong analytical and problem-solving skills.
What We Offer
BFL CANADA offers a dynamic work environment with a growth mindset, competitive salaries, and a multitude of benefits, including generous medical and dental coverage, telemedicine, employee and family assistance program, and retirement and savings programs. We also offer a hybrid work program, wellness allowance, and year-round social activities and events.
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 close to 1,300 professionals located in 27 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.
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