New job at BFL CANADA (via |

Private Client Services Advisor

January 24 2020
Industries Bank, Insurance, Financial services
Categories Customer Service, Call Centres, Customer service
Winnipeg, MB


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 Canada. The firm has a team of over 700 professionals located in eighteen offices across the country. 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 130 countries around the world.

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.

BFL CANADA is looking for a Private Client Services Advisor for our Winnipeg team!

The primary purpose of this position is to provide customers with the highest possible level of service. This includes responsibility for all communication in the areas of selling, servicing and maintaining of customer files and documents.

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


  • As the primary Autopac broker for the office, you will be responsible for servicing Autopac clients; completing funds balancing and daily notification tasks, managing and ordering inventory, and more;
  • Servicing commercial fleet clients, including but not limited to: renewals, change requests, invoicing, issuance of certificates, and more;
  • Selling Blue Cross Products and issuing Travel Health certificates;
  • Completing the daily in office Courier and Mail
  • Provides exceptional client service by regularly contacting existing clients to ensure quality service is being delivered and needs are met and exceeded;
  • Prepares and presents proposals of appropriate products and services to new and existing clients;
  • Participates in industry functions and targeted public relations activities;
  • Maintains extensive market relationships;
  • Provide support to the Private Client Services team with processing and other duties as required
  • Other miscellaneous duties and special projects as required.


  • Minimum 1 year industry related experience
  • Strong verbal and written communication skills
  • Ability to work well independently, as part of a team and with others throughout the organization
  • Experience with home insurance and company portals is considered an asset
  • Strong experience with Microsoft Office applications
  • Effective time management and organizational skills
  • Customer focused and service oriented.
  • High attention to detail and precision
  • Able and willing to work under pressure when needed
  • Working knowledge of Epic preferred, but not required


  • 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


Our BFL Winnipeg office is located in the heart of downtown, accessible by transit, near the BELL MTS Place (home of the Winnipeg Jets) and the upcoming True North Square. There is an amazing variety of restaurants available, and we are only a short walk away from Food Truck Ally by the legislator grounds.

Let’s stay in touch: follow us on LinkedIn to see what we are up to and check out our other job openings.

Learn more about us on our website:

Apply now!