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 for our Prince George 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!

Your day as a Private Client Service Advisor

• Manage a Personal Lines book of business through proactive customer contact
• Create applications for New Home policies and other products, as well as gather all necessary underwriting criteria
• Process all renewals, endorsements, and cancellations
• Contact clients for renewal instructions and updating information as changes occur
• Provide policy coverage information to clients upon request or inquiry
• Address phone call inquiries and walk-in traffic accurately and efficiently
• Promote, explain and recommend coverages
• Develop and maintain a strong working knowledge of all General insurance products.
• Other miscellaneous duties and special projects as required

Our ideal candidate

• Level 1 general license with the intention of obtaining a level 2 license
• 1- 2 years of related experience is preferred
• Experience with ICBC Autoplan is an asset
• Strong verbal and written communication skills
• Ability to work well independently, as part of a team and with others throughout the organization
• 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

The expected salary for this role ranges from $55,000 to $70,000. 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 1300 professionals located in 26 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.

Office Information

Our Prince George office is centrally located in the downtown core. We enjoy regular operating hours from Monday to Friday, 8:30 - 5:00.

Let's stay in touch: follow us on LinkedIn to get privileged access to our activities and see our other job opportunities.

Learn more about us on our website: http://www.bflcanada.ca/

BFL CANADA is an equal opportunity employer.

We welcome and encourage applications from people with diverse abilities. BFL Canada is committed to fostering an environment that is diverse, equitable, inclusive and accessible to all. The diversity of our talents enables innovation and creativity through diverse backgrounds, different thinking and unique knowledge. 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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