Client Executive

Job Details

Description

**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.

**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.

**BFL CANADA is looking for a Client Executive - Global Services Team for our Toronto office**

As a Client Executive within our Global team, you will be part of a dynamic group of like minded brokers, working collaboratively to service existing key accounts, while generating new business opportunities within our International broker alliance. You are positive team player, with good communication skills and a desire to succeed.

If you are looking for a dynamic work environment, keep reading

**Your day as Client Executive**
- Proactively maintain and develop relationships with foreign broker partners, foreign clients and their respective Canadian operations.
- Generate new and expanded business opportunities through existing broker channels, key insurer relationships and growing customer base.
- Make recommendations to prospects and current clients to update and enhance their insurance policies.
- Ensure all required duties relating to new business and renewals are complete, in collaboration with fellow members of the Global Services 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. Bill C-80 (cross border/international) experience is preferred.
- Contribute to the success and growth of the Global Services portfolio of business.
- Support all of BFL Canada's core values and objectives.
- Participate in industry functions and targeted public relations activities. (if/where needed)
- Develop and execute an annual formal business plan to align with department objectives.
- Perform and help create client and foreign broker presentations.
- Perform annual client stewardship reviews in conjunction with your team.
- Maintain regular consistent contact with existing clients to deliver quality service and meet needs.
- Respond to communication from clients and 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.
- Perform other miscellaneous duties and special projects as required.
- Negotiation/Placement of mid-to-large commercial risk via Canadian & London markets.
- Holds a valid Level 2 license.
- Ideally has 10+ plus years of experience in insurance with a minimum of 5 years in an Account Manager / Client Executive role.
- Has experience broking commercial based risk in Canada.
- Is client focused and has proven relationship building skills.
- Has ability to work well with others throughout the organization.
- Has excellent interpersonal, communication and presentation skills.
- Has ability to work collaboratively and independently with mínimal supervision.
- Has good attention to detail, refined organizational skills and the ability to multi-task.
- Has proven ability to prioritize competing requirements and deadlines under pressure.
- Has strong computer skills. (Proficient in PPT, Excel, Word, etc.)

**More about us**

Our BFL CANADA Toronto office is located in beautiful downtown, in the core of the Financial District. Easily accessible by public transit, our office is close to a plethora of top-notch restaurants, ideal for enjoyable lunches or drinks after wo