Client Executive – Real Estate
- Toronto, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
- 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 Client Executive within our Real Estate team, you are the head of your client service team. You are sales focused and want to generate new business opportunities within the real estate sector. You also want to maintain and develop excellent client relationships on an existing book of business.
If you are looking for a dynamic work environment, keep reading!
Your day as a Client Executive
- Proactively maintain and develop client relationships.
- Support retention ratio at or above the BFL CANADA average.
- Generate business by consistently securing new clients and building a sales pipeline.
- Ensure all required duties relating to new business and renewals are completed, in collaboration with the marketing team, processing team, claims team and your service team.
- Resolves client, carrier and/or accounting issues, including coverage questions, collections, discrepancies, billing controversies and claims.
- Ensure compliance with all BFL CANADA and regulatory procedures.
- Contribute to the growth of the Real Estate division, office and firm.
- Uphold BFL Canada's values and objectives.
- Participate in industry functions and targeted public relations activities both on panels and written articles.
- Develop and execute an annual formal business plan to achieve business goals.
- Develop and help create client presentations.
- Perform annual client stewardship reviews in conjunction with your team.
- Maintain regular consistent contact with existing clients to ensure quality service is being delivered and needs are met.
- Respond to communication from clients and marketing team in a timely and professional manner.
- Review new policy wordings and other documentation for accuracy and completeness.
- Maintain appropriate documentation for various accounts and/or correspondence.
- Perform other miscellaneous duties and special projects as required.
- Hold a valid RIBO license.
- Have three (3) plus years of experience as a Client Executive.
- Client focused and proven relationship building skills.
- Ability to work well with others throughout the organization.
- Excellent interpersonal, communication and presentation skills.
- Ability to work collaboratively and independently with minimal supervision.
- Good attention to detail, refined organizational skills and the ability to multi-task.
- Proven ability to prioritize competing requirements and deadlines under pressure.
- Possess strong computer skills.
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.
More About Us
Our BFL Toronto office is located in beautiful downtown, in the core of the Financial District. Easily accessible by public transit, our office is close to a plethora of top-notch restaurants, ideal for enjoyable lunches or drinks after work. Let’s stay in touch: follow us on LinkedIn to get privileged access to our activities and see our other job opportunities.
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.
BFL CANADA does not use any Artificial Intelligence tool or technology to screen, evaluate, or select applicants.
Offers of employment at BFL CANADA are conditional upon satisfactory results of background verifications.
More about this job
Responsibilities
Lead the client service team for a real estate insurance portfolio, maintaining and developing client relationships while generating new business and supporting retention. Coordinate new business and renewals, resolve client and carrier issues, ensure compliance, and contribute to the division’s growth through business planning, presentations, stewardship reviews, and industry engagement.
Requirements
Candidates must hold a valid RIBO license and have more than three years of experience as a Client Executive. They should demonstrate strong client relationship, communication, presentation, organizational, and prioritization skills, and be able to work collaboratively and independently while managing competing deadlines.
Skills
- Business Development
- Sales
- Client Retention
- Insurance Brokerage
- Real Estate Insurance
- Negotiation
- Problem Resolution
- Regulatory Compliance
- Business Planning
- Client Presentations
- Communication
- Interpersonal Skills
- Organization
- Prioritization
- Attention to Detail
Benefits
- Medical Coverage
- Dental Coverage
- Telemedicine
- Employee and Family Assistance Program
- Retirement and Savings Programs
- Hybrid Work Program
- Wellness Allowance
- Social Activities and Events
- Continuing Education
- Training and Development
Visa sponsorship
Not detected in the job text
Categories
- Sales
- Customer Service & Support
- Finance & Accounting
- Management & Leadership
Keywords
- RIBO License
- Client Executive
- Real Estate
- Insurance
- Insurance Brokerage
- Risk Management
- Client Service
- Client Relationships
- Business Development
- Sales Pipeline
- Client Retention
- New Business
- Renewals
- Policy Wordings
- Claims
- Coverage
- Collections
- Regulatory Compliance
- Business Plan
- Client Presentations
- Stewardship Reviews
- Marketing Team
- Processing Team
- Carrier Relations
- Public Relations