Private Client Services Advisor – Insurance

Private Client Services Advisor

Summit Search Group has partnered with their client, BFL Canada, to recruit a Personal Client Services Advisor to join their Broker team. Reporting to the Vice President – Western Canada Private Services, the Personal Client Service Advisor will be responsible for identifying and pursuing new business opportunities in Western Canada, while maintaining and servicing  a profitable book of business based in auto and home policies. This role maintains extensive market relationships, and participates in industry functions. This role will be office based, and during regular weekly business hours.

The Personal Client Services Advisor is responsible for:

  • The production of new business through networking and various other means of prospecting.
  • Ensuring the terms and coverages meet or exceed the expectations and objectives of each client.
  • Establishing  retention of existing clients provides exceptional client service.
  • Providing new business, renewals and endorsements are placed in a timely and efficient manner.
  • Identifying and qualifying needs of prospective clients through research and involvement with relevant resources.
  • Developing account strategies, presentations, and other forms of communication with client.
  • Preparing and presenting proposals of appropriate products and services to clients new and existing clients
  • Oversees the preparation of underwriting submissions, maintains appropriate documentation for various accounts and/or correspondence.

Skills and Experience: 

  • Professional Insurance Designation, CAIB, CIP or CRM. A RIBO license is an asset.
  • University degree (typically in business or finance) or equivalent work experience
  • 5+ years of insurance brokerage experience.
  • Strong knowledge of markets and their policy wordings.
  • Excellent communication skills, both verbal and written.

BFL Canada is a large, national and growth-focused organization with offices in fourteen cities across the country and over 700 employees. BFL caters to the needs of clients, large and small and from all industry segments.

For more information about this role,  please contact Jessica Willis,

Job ID



Winnipeg, MB



Categories:    Marketing    Sales    Other    Inside/Applications Sales   

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Position Applying For:

Private Client Services Advisor – Insurance

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