Client Executive, Commercial Insurance

7 months ago

Hamilton, Canada BFL Canada Full time

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 – Commercial Team to join our team in the Hamilton 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

Holds a valid RIBO license. 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 minimal 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.)

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 1,300 professionals located in 26 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 BFL Hamilton office is located at 100 King Street West. Easily accessible by public transit, our office is close to a plethora of top-notch restaurants, ideal for enjoyable lunches or drinks after work.

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

Visit our website to learn more about us: 

BFL CANADA is an equal opportunity employer. We welcome and encourage applications from people with disabilities. 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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