Client Service Manager

**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 23 cities 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 140 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.
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BFL CANADA is looking for a Client Service Manager for its Winnipeg Office!*
The primary purpose of this position is to support the Client Executive to manage a book of business by developing and maintaining excellent client relationships, with a focus on maximizing retention.
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YOUR DAY AS A CLIENT SERVICE MANAGER*
- Proactively manages a book of business by reviewing the client’s exposure and loss history and proposing appropriate coverages and/or solutions.
- With Client Executive develops account strategies, presentations and proposals.
- Ensures maximum retention of book by providing exceptional client service by regularly contacting existing clients to ensure quality service is delivered and needs are met and exceeded.
- Ensures all client and insurer correspondence is accurate and flows in an efficient manner.
- Ensures all policy documents and wordings are attached in ECAT and kept updated.
- Responds to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
- Discusses with the Marketer the placing of new business as well as renewals.
- Requests endorsements in a timely and efficient manner.
- Prepares underwriting submissions and maintains appropriate documentation for various accounts and/or correspondence.
- Reviews policy wordings and other documentation for accuracy and completeness.
- Participates in industry functions and targeted public relations activities.
- Maintains extensive market relationships.
- Requests and follows up with insurers for quotes, outstanding information, endorsements or policy documentation.
- Ensures abeyances and follow ups for outstanding items from underwriters and clients are in place and done.
- Collaborates with CSR ensuring internal and external documents are accurate and expedited in a timely manner.
- Monitors and ensures follow-ups on outstanding client accounts receivables.
- Works with accounting to resolve accounting discrepancies and related issues.
- Follows BFL policies and procedures, including security and quality procedures, as currently set out and as amended from time to time.
- Other miscellaneous duties and special projects as required.
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OUR IDEAL CANDIDATE*
- Level 2 license (insurance designation, CIP or CAIB preferred) or working towards
- At least 5 years of experience as a Client Service Manager or similar position
- FCIP or CIP designation preferred
- Must have strong technical knowledge
- Must be completely client focused
- Good knowledge of markets and their policy wordings
- Good quantitative skills and personal computer literacy - strong knowledge of Microsoft Word, Outlook, Excel, and PowerPoint
- Excellent communication skills, both verbal and written
- Independently carry out assignments
- Ability to work well with others throughout the organization
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Reports to*:
The Client Executive
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PERKS*
- Join a dynamic team where entrepreneurship, innovation and collaboration are at the core of our values.
- Work in an organization that believes in integrity, respect and recognition of diversity and community support.
- Enjoy a competitive salary and a multitude of benefits from your first day with us including generous medical and dental coverage, telemedicine, an employee and family assistance program and RRSPs;
- Choose our hybridwork program allowing you to maximize the benefits and efficiency of both face-to-face and telecommuting work.
- Develop your career by choosing a company that encourages, supports continuing education, and invests in the training of its employees.
- Choose a stimulating work environment that will allow you to grow both personally and professionally, with a team, projects and challenges that are motivating and rewarding.
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OFFICE INFORMATION*
Our BFL Winnipeg office is located in the heart of downtown, accessible by transit, near the Canada Life Centre (home of the Winnipeg Jets) and the new 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.
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Let’s stay in touch:
- follow us on LinkedIn to see what we are up to and check out our other job openings.
- BFL CANADA is an equal opportunity employer._