Commercial Insurance Broker - Sports and Leisure

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.

As a Commercial Insurance Broker (Client Service Manager), 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 career-minded and looking for a dynamic work environment with a growth mindset, you will love working among our team!

• Manage a book of business proactively by reviewing the client’s exposure, loss history, and proposing appropriate coverage 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.
• Identify needs of prospective clients through research and involvement with relevant resources. Utilize division and corporate resources when possible.
• Issue new policies, renewals, and endorsements efficiently.
• 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 and maintain appropriate documentation for various accounts and/or correspondence.
• Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
• 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.
• Perform other miscellaneous duties and special projects as required.

• 3 years of insurance brokerage experience.
• University degree, preferably in business or finance.
• AMF licensed.
• Ability to work well independently, as part of a team, and with others throughout the organization.
• Good project management and presentation skills.
• Customer-focused and service-oriented.
• Bilingual with strong verbal and written communication skills in French and in English as the candidate will be required to interact in English with stakeholders (colleagues and clients) outside Quebec.
• Good knowledge of the MS Office Suite (Excel, Outlook, and Word).
• Strong analytical and problem-solving skills.
• Effective time management and organizational skills.

Founded in 1987 by Barry

F. Lorenzetti, BFL CANADA is one of the largest…