Private Client Service Advisor

2 weeks ago

Prince George, British Columbia, Canada BFL Canada Full time
About the Role

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 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
  • Other miscellaneous duties and special projects as required
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
  • Working knowledge of Epic preferred, but not required
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. We are a national collaborative team that thrives in a fast-paced environment.

We are committed to fostering an environment that is diverse, equitable, inclusive and accessible to all. The diversity of our talents enables innovation and creativity through diverse backgrounds, different thinking and unique knowledge.

We welcome and encourage applications from people with diverse abilities.

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