Client Service Manager

**We offer more than a job, we offer a career**
- We support our employees to shape their career by encouraging continuing education and investing in training and development.
- We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding.
- We inspire people to do what they are passionate about by believing in integrity, respect and recognition of diversity and community support.
- We are a dynamic team where entrepreneurship, innovation and collaboration are at the core of our values.
- We offer competitive salaries and a multitude of benefits starting day one including generous medical and dental coverage, telemedicine, employee and family assistance program, and retirement and savings programs.
- We recognize the importance of work-life balance with our hybrid work program, wellness allowance, and year-round social activities and events.

**We are looking for experienced Commercial Insurance Client Service Managers to join our team in our Montreal office**

As a Client Service Manager, you will be responsible to provide support to the Client Executive by proactively managing their book of business. You will ensure maximum retention of existing clients and support the Client Executive in the growth this book.

If you are career-minded and looking for a dynamic work environment with a growth mindset, you will love working among our team

**Your day as a Client Service Manager**:

- Proactively manage a book of business by reviewing client's risk and claims history as well as providing coverage and solutions accordingly.
- Ensure maximum retention of existing clients by providing exceptional service through regular communication with clients.
- Review policy wordings and other documents for accuracy and completeness.
- Coordinate the preparation of underwriting submissions; maintain relevant account documentation and correspondence.
- Maintain renewal lists, records, and files for policies so that they are organized and up to date.
- Request and follow up on missing information, endorsements and policy documents from insurers.
- Follow up with underwriters, broker-agents, and clients on outstanding files. Monitor, and follow up on delinquent accounts receivable in collaboration with the Finance Department.
- Implement appropriate claims administration and loss prevention procedures.
- Determine the needs of potential clients by researching and utilizing appropriate resources.
- Maintain an extensive network of market relationships.
- Support the Client Executive in the growth of their book of business.
- Perform other duties and special projects as required.
- University degree in business or finance or a DEC in Insurance and financial services.
- 5 to 15 years of experience in insurance brokerage
- Extensive knowledge in Professional Liability policies.
- Insurance broker's license issued by the AMF.
- Team Player with strong project management and presentation skills.
- Customer service oriented with effective time management skills and attention to detail.
- Advanced knowledge of MS Office Word, Excel and PowerPoint.
- Bilingual (French and English)

**Who we are**

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.

**More about us**

Our Montreal office is located at the heart of downtown Montreal, the largest city in Quebec. Our employees can benefit from the numerous exciting activities organized in the neighborhood.

Let’s stay in touch: follow us on LinkedIn to get privileged access to our activities and see our other job opportunities. Visit our website to learn more about us: bflcanada.ca/

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