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Client Executive, Private Client Services

BFL CANADA1 day ago
Hybrid
Langley, BC
$65,000 - $85,000/annual
Senior Level
full_time

Top Benefits

Generous medical and dental coverage
Telemedicine access
Employee and family assistance program

About the role

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 for our Private Client Services team in our Langley or Vancouver 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 on the company’s objectives and individual business plans.

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

Your day as a Client Executive, Private Client Services

  • Identify needs of prospective clients through research and involvement with relevant resources, utilizing team and corporate resources.
  • Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
  • Develop account strategies, presentations, and other forms of communication with clients.'
  • Prepare and present proposals of appropriate products and services to new and existing clients.
  • Collaborate with colleagues across BFL departments to strengthen PCS visibility and cultivate a robust referral network.
  • Participate in industry functions and targeted public relations activities.
  • Ensure the terms and coverages meet or exceed the expectations and objectives of each client.
  • Ensure maximum retention of existing clients by providing exceptional client service by regularly contacting clients to ensure quality service is being delivered and needs are met and exceeded.
  • Oversee the preparation of underwriting submissions and maintain appropriate documentation for various accounts and/or correspondence.
  • Produce new business through networking and various other means of prospecting.
  • Follow BFL policies and procedures, including security and quality procedures, as currently set out and as amended from time to time.
  • Maintain extensive market relationships.
  • Other miscellaneous duties and special projects as required.

Our Ideal Candidate

  • Minimum 3 to 5 years industry related experience.

  • Level 2 license (insurance designation, CAIB or CIP preferred).

  • Experience with High Value Homes required.

  • Extremely detailed and precise.

  • Excellent communication skills; listening, verbal and written.

  • Must be client focused and service oriented.

  • Ability to work well independently, as part of a team and with others throughout the organization.

  • Positive attitude and a desire to grow.

  • Willingness to go above and beyond the job description.

  • Effective time management and organizational skills.

The expected salary for this role ranges from $65,000 to $85,000. Annual salary will be determined by factors including prior experience, location, business segment, and relevance of the candidate’s skills to the role.

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 1,450 professionals located in 27 offices across the country. Thanks to its Local International Office Network of independent brokers (LION), BFL CANADA provides clients with privileged access to insurance partners in over 140 countries, helping to support their operations both in Canada and globally.

Here at BFL our employees have the freedom to demonstrate their own creativity, leadership and entrepreneurship because we strongly believe in them. We are a national collaborative team that thrives in a fast-paced environment.

Office information

Our Vancouver office is situated in Coal Harbour, half a block from the world renowned Seawall. Employees often enjoy activities along the Seawall during their lunch break with Stanley Park being close by. Our office is easily accessible for employees by car and public transit and there are bike storage lockers in our building.

Our Langley office is just off highway #1 by Walnut Grove. We are close to Maple Ridge and Pitt Meadows, connected by the Golden Ears Bridge.

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

Learn more about us on our website: http://www.bflcanada.ca/

BFL CANADA is an equal opportunity employer.

We welcome and encourage applications from people with diverse abilities. BFL Canada is committed to fostering an environment that is diverse, equitable, inclusive and accessible to all. The diversity of our talents enables innovation and creativity through diverse backgrounds, different thinking and unique knowledge. 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.

#LI-Hybrid

About BFL CANADA

Insurance
1001-5000

BFL CANADA is one of the largest employee-owned and operated commercial insurance brokerage and consulting services firms in Canada.

Founded in 1987 by Barry F. Lorenzetti, BFL CANADA has over 1,400 employees in Canada. Our professionals are located in 27 cities across the country and include specialists in sectors such as Directors and Officers Liability, Financial Institutions, Professional Liability, Construction, Surety Bonds, Cargo and International Logistics, Architects and Engineers, Health and Pharmaceutical, Real Estate and Transportation.

BFL CANADA strongly believes in the benefits of working in partnership with clients. Our company has experienced tremendous growth, due to our reliability in executing our mandates and our persistence in "delivering the goods"​.

Our passion for the business and our desire to meet and exceed the expectations of clients are key to delivering our services - our clients’ loyalty attests to this.

Originally built on niches, for over 37 years BFL CANADA has carved a place for itself in all economic sectors, thus competing with major U.S. brokerage firms. Our client base is made up of a wide range of Canadian and international organizations, as well as major associations and groups. With the specific needs of each client in mind, we help them define their particular risk management strategy, advise them, and explore the best possible solutions for their particular situation.

Financial Services Firm / Cabinet de services financiers

BFL CANADA is a registered trade-mark of First Lion Holdings Inc. used under license by its subsidiaries, which include BFL CANADA Risk and Insurance Services Inc. and BFL CANADA Benefits.