Private Client Service Advisor

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 Private Client Service Advisor (High Net Worth), in our Waterloo Office!

The primary purpose of this position is to assist the Client Executives in providing the highest quality service to our High-Net-Worth clients, colleagues, and insurers.

If you are career-minded and looking for a dynamic work environment with a growth mindset, you will love working among our team!

Your day as a client service Assistant

• Provide exceptional client service
• Prepare underwriting submissions, client proposals, cover notes, etc. and maintain appropriate documentation for various accounts and/or correspondence, with clear instructions and direction from the Client Executives
• Process renewals and endorsements in a timely and efficient manner
• Ensures abeyances and follows ups for outstanding items from underwriters and clients are in place and completed
• Focus on maximizing retention
• Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner
• Other miscellaneous duties and special projects as required

Our ideal candidate

• Minimum 3 years industry related experience
• RIBO license (insurance designation, CAIB or CIP preferred), or working towards
• Experience with High Value Homes considered an asset
• Extremely detailed
• Excellent communication skills, listening, verbal and written
• Must be completely client focused and service oriented
• Ability to work well independently, as part of a team and with others throughout the organization
• Good knowledge of company portals
• Positive attitude and a desire to grow
• Willingness to go above and beyond the job description
• Effective time management and organizational skills
• Good knowledge of Microsoft Word, Outlook, Excel, and PowerPoint

This posting is for an existing vacancy position.

The expected salary for this role ranges from 65,000$ to 75,000$. 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 1,500 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.

Visit our website to learn more about us: bflcanada.ca/

BFL CANADA is an equal opportunity employer. We welcome and encourage applications from people with disabilities. 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.

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