Client Executive

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 a Client Executive to join our Vancouver Island team in our new Victoria office

As a Client Executive you will be responsible for identifying and pursuing new business opportunities and maintaining a profitable book of business based upon the company's objectives and individual business plans.

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 Executive

• Proactively maintain and develop relationships with broker partners, clients, and their respective operations.
• Produce new business through networking and various other means of prospecting.
• Generate new and expanded business opportunities through existing broker channels, key insurer relationships, and a growing customer base. 
• Make recommendations to prospects and current clients to update and enhance their insurance policies.
• Ensure required duties relating to new business and renewals are complete, in collaboration with fellow members of the 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.
• 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 annual client stewardship reviews in conjunction with the team.
• Maintain regular consistent contact with existing clients to deliver quality service and meet needs.
• Respond to communication from clients and the 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. 

Our ideal candidate

• Level 2 insurance license.
• Entrepreneurial spirit.
• Proven success in a building a profitable book of business within the insurance industry.
• Passion for building relationships.
• Excellent interpersonal, communication, and presentation skills. 
• Proven ability to prioritize competing requirements and deadlines under pressure.
• Strong analytical and problem-solving skills. 

The expected salary for this role ranges from $100,000 to $200,000. Annual salary will be determined by factors including prior experience, location, business segment, and relevance of the candidate's skills to the role. This position also offers additional incentives, such as commission income, cell phone and car allowance. 

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 1,450 professionals located in 27 offices across the country. Thanks to its Local International Office Network of independent brokers (LION), BFL CANADA provides clients with privileged access to insurance partners in over 140 countries, helping to support their operations both in Canada and globally.

Office information 

Located in the modern Apex building, our Victoria office offers a bright, professional, and collaborative space. With easy access to major routes, public transit, and nearby amenities, it's a convenient and dynamic location for both work and lifestyle. Our space is designed to foster connection and growth, giving you the opportunity to be part of an expanding team while enjoying all that Victoria has to offer.

More about us

Let's stay in touch: Follow us on LinkedIn to get privileged access to our activities and see our other job opportunities.

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We welcome and encourage applications from people with diverse abilities. BFL Canada is 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. Accommodations are available on request for candidates taking part in all aspects of the selection process.

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

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