We are looking for a Commercial Insurance Broker (Client Executive) to join our Financial, Professional and Technology Services team in our Montreal office!As a Client Executive, you will be part of a dynamic group of like-minded brokers, working collaboratively to service existing large accounts while generating new business opportunities.
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 partner brokers, clients, and their respective operations.
- Generate new and expanded business opportunities through existing broker channels, key insurer relationships, and growth of the client base.
- Make recommendations to prospects and existing clients to update and enhance their insurance policies and risk management strategies.
- Ensure that all required tasks related to new business and renewals are completed in collaboration with other team members.
- Resolve client and/or accounting issues, including coverage questions, collections, discrepancies, billing disputes, and claims.
- Develop and execute a formal annual business plan aligned with departmental objectives.
- Conduct annual client management reviews in collaboration with the team.
- Maintain regular and consistent contact with existing clients to deliver high-quality service and address their needs.
- Respond to client and marketing team communications in a timely and professional manner.
- Review new policy wordings and other documents to ensure accuracy and completeness.
- Maintain proper documentation for various accounts and/or correspondence.
- Participate in industry events and targeted public relations activities (as needed).
- Perform other related duties and special projects as required.
- Assist the team with clients' risk transfer analyses.
Our Ideal Candidate- Minimum 8 years of experience in the insurance industry, including at least 3 years in an account management or client relationship role.
- University degree (preferably in business or finance).
- Insurance broker licence issued by the Autorité des marchés financiers (AMF).
- Bilingual, with strong verbal and written communication skills in French and English. The role requires working in English with stakeholders (colleagues and clients) outside Québec.
- Strong working knowledge of MS Office (Excel, Outlook, and Word).
- Client-focused, with demonstrated relationship-building skills.
- Ability to work collaboratively as well as independently with minimal supervision.
- Strong attention to detail, excellent organizational skills, and the ability to manage multiple priorities simultaneously.
- Solid analytical and problem-solving skills.
- Effective time management and organizational abilities.
Our Montreal office is located at the heart of downtown Montreal, the largest city in Quebec. Our employees can benefit from the numerous exciting activities organized in the neighborhood.
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Visit our website to learn more about us:bflcanada.ca
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