Client Executive - Real Estate

BFL Canada

• $80K — $100K *
Real Estate & Construction
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Valid RIBO license required.
  • 3+ years of experience as a Client Executive.
  • Strong relationship-building skills with a client-focused approach.
  • Excellent interpersonal and communication abilities.
  • Proficient in organizational skills and attention to detail.
  • Ability to work independently and collaboratively without much supervision.
  • Strong computer skills necessary.

Responsibilities

  • Proactively maintain and develop client relationships.
  • Support retention ratios at or above the average.
  • Generate new business and build a sales pipeline.
  • Collaborate with marketing and claims teams on new business processes.
  • Resolve issues related to clients, carriers, and billing.
  • Ensure compliance with regulatory procedures.
  • Contribute to the growth of the Real Estate division and the firm.
  • Execute an annual business plan to meet goals.
  • Develop client presentations and conduct stewardship reviews.
  • Maintain regular contact with clients to ensure service quality.

Benefits

  • Encouragement for continuing education and professional development.
  • Focus on employee growth through rewarding projects.
  • Emphasis on integrity, respect, and diversity.
  • Dynamic team culture fostering innovation and collaboration.
  • Generous medical and dental coverage from day one.
  • Hybrid work program promoting work-life balance.
  • Wellness allowance and year-round social activities.
Full Job Description
We are looking for a Client Executive to join our team in our Toronto office!

As a Client Executive within our Real Estate team, you are the head of your client service team. You are sales focused and want to generate new business opportunities within the real estate sector. You also want to maintain and develop excellent client relationships on an existing book of business.

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

Your day as a Client Executive

  • Proactively maintain and develop client relationships.
  • Support retention ratio at or above the BFL CANADA average.
  • Generate business by consistently securing new clients and building a sales pipeline.
  • Ensure all required duties relating to new business and renewals are completed, in collaboration with the marketing team, processing team, claims team and your service team.
  • Resolves client, carrier and/or accounting issues, including coverage questions, collections, discrepancies, billing controversies and claims.
  • Ensure compliance with all BFL CANADA and regulatory procedures.
  • Contribute to the growth of the Real Estate division, office and firm.
  • Uphold BFL Canada's values and objectives.
  • Participate in industry functions and targeted public relations activities both on panels and written articles.
  • Develop and execute an annual formal business plan to achieve business goals.
  • Develop and help create client presentations.
  • Perform annual client stewardship reviews in conjunction with your team.
  • Maintain regular consistent contact with existing clients to ensure quality service is being delivered and needs are met.
  • 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.


Our ideal candidate

  • Hold a valid RIBO license.
  • Have three (3) plus years of experience as a Client Executive.
  • Client focused and proven relationship building skills.
  • Ability to work well with others throughout the organization.
  • Excellent interpersonal, communication and presentation skills.
  • Ability to work collaboratively and independently with minimal supervision.
  • Good attention to detail, refined organizational skills and the ability to multi-task.
  • Proven ability to prioritize competing requirements and deadlines under pressure.
  • Possess strong computer skills.


Our BFL 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 work. Let's stay in touch:follow us onLinkedInto get privileged access to our activities and see our other job opportunities.

Visit our website to learn more about us:bflcanada.ca/

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