Private Client Service Advisor
3 weeks ago
Unlock Your Potential as a Private Client Service Advisor
We are seeking a highly motivated and customer-focused individual to join our team as a Private Client Service Advisor. In this role, you will be responsible for providing exceptional service to our clients, managing their personal lines of business, and promoting our insurance products.
Key Responsibilities:
- Manage a portfolio of personal lines clients, providing proactive customer contact and ensuring their needs are met.
- Create and process applications for new home policies and other products, gathering all necessary underwriting criteria.
- Process renewals, endorsements, and cancellations, ensuring seamless service to our clients.
- Communicate with clients to gather renewal instructions and update 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 and explain our insurance products, identifying opportunities to upsell and cross-sell.
- Develop and maintain a strong working knowledge of our insurance products and services.
Requirements:
- Level 1 general license with the intention of obtaining a Level 2 license.
- 1-2 years of related experience, preferably in the insurance industry.
- 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. We are a dynamic team that thrives in a fast-paced environment, and we are committed to fostering an inclusive and accessible workplace.
Why Join Us:
As a Private Client Service Advisor at BFL CANADA, you will have the opportunity to work with a talented team, develop your skills and knowledge, and contribute to the success of our organization. We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.
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