Private Client Services Advisor

**WHO ARE WE**

Founded in 1987 by Barry F. Lorenzetti, BFL CANADA is one of the largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America. The firm has a team of over 1000 professionals located in 24 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.

**BFL CANADA is looking for a Private Client Services Advisor for its Winnipeg office**

The primary purpose of this position is to provide customers with the highest possible level of service. This includes responsibility for all communication in the areas of selling, servicing and maintaining of customer files and documents.

**Your day as a Private Client Services Advisor**
- Provide exceptional client service
- As one of the primary Autopac brokers for the office, you will be responsible for servicing our commercial Autopac clients; completing daily notification tasks, managing and ordering inventory, and more;
- Servicing commercial fleet clients, including but not limited to: renewals, change requests, invoicing, issuance of certificates, and more;
- Selling Blue Cross Products and issuing Travel Health certificates;
- Completing the daily in office Courier and Mail
- Assist with quoting new business
- Process renewals and endorsements in a timely and efficient manner
- Track aged receivables
- Participates in industry functions and targeted public relations activities;
- Other miscellaneous duties and special projects as required.

**OUR IDEAL CANDIDATE**
- Minimum 2 years industry related experience
- Strong verbal and written communication skills
- Ability to work well independently, as part of a team and with others throughout the organization
- Experience with home insurance and company portals is considered an asset
- 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

**PERKS**
- Join a dynamic team where entrepreneurship, innovation and collaboration are at the core of our values.
- Work in an organization that believes in integrity, respect and recognition of diversity and community support.
- Enjoy a competitive salary and a multitude of benefits from your first day with us including generous medical and dental coverage, telemedicine, an employee and family assistance program and RRSPs;
- Develop your career by choosing a company that encourages, supports continuing education, and invests in the training of its employees.
- Choose a stimulating work environment that will allow you to grow both personally and professionally, with a team, projects and challenges that are motivating and rewarding.
- We offer more than a job, we offer a career

Our BFL Winnipeg office is located in the heart of downtown, accessible by transit, near the BELL MTS Place (home of the Winnipeg Jets) and the upcoming True North Square. There is an amazing variety of restaurants available, and we are only a short walk away from Food Truck Ally by the legislator grounds.

**Let’s stay in touch**: follow us on LinkedIn to see what we are up to and check out our other job openings.

Visit our website to learn more about us: bflcanada.ca/

Offers of employment at BFL CANADA are conditional upon satisfactory results of background verifications