Client Service Manager - Montréal, Canada - BFL Canada

BFL Canada
BFL Canada
Verified Company
Montréal, Canada

2 weeks ago

Sophia Lee

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Sophia Lee

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Description


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 worklife balance with our hybrid work program, wellness allowance, and yearround social activities and events.

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 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 Client Service Manager - Risk Management for its Montreal office
As a member of our Montreal office, you will be responsible to assist the Client Executive in managing clients. You will establish and maintain excellent relationships with a focus on maximizing client loyalty.

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


Your day as a Client Service Manager

  • Proactively manage a book of business by reviewing the client's exposure, loss history and proposing appropriate coverage's and/or solutions.
  • Ensure maximum retention of book by providing exceptional client service by regularly contacting existing clients to ensure quality service is delivered and needs are met.
  • Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
  • Identify needs of prospective clients through research and involvement with relevant resources. Utilize division and corporate resources when possible.
  • Place new business as well as renewals and endorsements in a timely and efficient manner.
  • Review policy wordings and other documentation for accuracy and completeness.
  • Participate in industry functions and targeted public relations activities.
  • Oversee the preparation of underwriting submissions, maintains appropriate documentation for various accounts and/or correspondence.
  • Maintain expiry lists, records, and policy files to ensure that they are organized and up to date.
  • Request and follow up with insurers for outstanding information, endorsements or policy documentation.
  • Create abeyances and follow up for outstanding items from underwriters, marketers and clients.
  • Establish appropriate procedures for claims administration and loss prevention activity.
  • Monitor and follow up on outstanding client receivables in collaboration with the Finance department to resolve discrepancies and related issues.
  • Other miscellaneous duties and special projects as required.
  • University degree, preferably in business or finance.
  • At least 10 years of experience in insurance brokerage.
  • AMF licensed.
  • Ability to work well independently, as part of a team and with others throughout the organization.
  • Good project management and presentation skills.
  • Good knowledge of Microsoft Word, Excel, and PowerPoint.
  • Attention to detail and effective time management.
  • Customer focused and service oriented.
  • Bilingual (French and English).

More about us
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.

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

Visit our website to learn more about us:

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