Job Description

Job Details Description 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 identify and pursue new business opportunities and to maintain and service a profitable book of business based upon the company\xe2\x80\x99s objectives and individual business plans.
Your day as a Private Client Services Advisor
Administrative

• Print correspondence as needed and maintain electronic files (EPIC) to ensure that they are organized and up to date.
• Process cover notes/binders, invoices, renewal and endorsement letters, memos, and other documentation as required.
• Create activities and follow up for outstanding items.
• Process incoming mail and direct to the appropriate person on the Team.
• Ensure all correspondence is accurate and flows in a timely manner.

Accounting

• Monitor and follow up on outstanding client accounts receivables.
• Liaise with the Accounting Department and insurers to resolve accounting discrepancies and related issues.

Client/Insurer

• Provide exceptional client service for residential clients.
• Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
• Produce new business through networking and various other means of prospecting.
• Ensure the terms and coverages meet or exceed the expectations and objectives of each client.
• Ensure maximum retention of existing clients. Provide exceptional client service by regularly contacting clients to ensure quality service is being delivered and needs are met and exceeded.
• Ensure new business as well as renewals and endorsements are placed in a timely and efficient manner.
• Identify needs of prospective clients through research and involvement with relevant resources.
• Develop account strategies, presentations, and other forms of communication with client.
• Prepare and present proposals of appropriate products and services to new and existing clients.
• Participate in industry functions and targeted public relations activities.
• Oversee the preparation of underwriting submissions, maintain appropriate documentation for various accounts and/or correspondence.
• Service commercial fleet clients, including but not limited to: renewals, change requests, invoicing, issuance of certificates, and more
• Perform other miscellaneous duties and special projects as required.

Our Ideal Candidate

• Minimum 2 years industry related experience.
• Experience with home insurance and company portals is considered an asset.
• Strong verbal and written communication skills.
• Ability to work well independently, as part of a team and with others throughout the organization.
• Strong computer skills and knowledge of MS Office applications.
• Effective time management and organizational skills.
• Customer focused and service oriented.
• High attention to detail and precision.
• Knowledge of Epic system is an asset.

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\xe2\x80\x99s 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/
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 Job Type: Full-time