New job at BFL CANADA (via |

Client Executive - Real Estate

April 26 2019
Industries Bank, Insurance, Financial services
Categories Sales, Business Development, Bank, Insurance, Financial Services, Bank, Insurance, Financial services
Vancouver, BC


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 services firms in Canada. The firm has a team of over 650 professionals located in twelve cities across the country. BFL CANADA is a founding Partner of Lockton Global LLP, a Partnership of independent insurance brokers and agents who provide Risk Management, Insurance and Benefits Consulting services in over 120 countries around the world.

Here at BFL, our motto is work hard, play hard and we’re not afraid to prove it! 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.

BFL CANADA is looking for a Client Executive in our Real Estate team for its Vancouver Office!

As a Client Executive within the BFL 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


  • Proactively maintain and develop client relationships.
  • Support retention ratio at or above the BFL CANADA average.
  • Produce new clients.
  • Make recommendations to prospects and current clients to update and enhance their insurance policies.
  • In conjunction with the Real Estate marketing team, processing team, claims team and your service team ensure that all required duties relating to new business and your renewals are completed.
  • 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 division, office and firm.
  • Support all of the Company’s values and main objectives.
  • Participates in industry functions and targeted public relations activities.
  • Annually develop and execute a formal business plan to achieve business goals
  • Perform 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 that needs are met/exceeded.
  • Responds to telephone calls and written inquiries from clients and marketing team in a timely and professional manner per the BFL Real Estate service standards.
  • Reviews new policy wordings and other documentation for accuracy and completeness
  • Maintains appropriate documentation for various accounts and/or correspondence.
  • Other miscellaneous duties and special projects as required.


  • Level 2 license
  • 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, both verbally and written;
  • Ability to work collaboratively as a key member of a team and independently with minimum supervision;
  • Meticulous attention to detail, refined organizational skills and the ability to multi-task;
  • Proven ability to prioritize competing requirements and deadlines under pressure;
  • Must have strong computer skills


  • You will be working in a thriving, progressive and well-established insurance brokerage company
  • Competitive salary, group insurance benefits, and RRSP matching plans from your first day
  • A culture that encourages and supports continued education

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