Commercial Insurance Broker

Job Description

We provide more than just a position; we offer a professional journey!

• We assist our staff in defining their path by promoting lifelong learning and funding instructional advancement.

• We place our teammates at the heart of our operations to facilitate personal and expert evolution through stimulating and fulfilling initiatives.

• We motivate individuals to pursue their interests by championing honesty, esteem, and the celebration of varied backgrounds and local involvement.

• We are an energetic unit where business drive, creativity, and partnership serve as our fundamental principles.

• We provide aggressive pay scales and a wide array of perks from your first day, including extensive health and dental plans, virtual healthcare, support programs for families, and pension schemes.

• We value the equilibrium between career and personal life through our flexible office-home model, health stipends, and consistent team gatherings.

We are seeking a Business Insurance Specialist (Account Service Lead) for our commercial unit based in our Montreal branch!

In this capacity as an Account Service Lead, your duty is to support the Account Director in client oversight. You will build and sustain premier partnerships with an emphasis on securing long-term consumer loyalty.

If you are professionally driven and seeking a high-energy workplace with an expansion-focused culture, you will flourish within our group!

Daily Tasks as an Account Service Lead

• Supervise a client portfolio with a forward-thinking approach by analyzing risk variables and claims history while recommending suitable protection plans.

• Maintain maximum account loyalty by offering superior support through consistent outreach to ensure quality standards and consumer requirements are achieved.

• Pinpoint the requirements of potential patrons through investigation and the use of pertinent tools and corporate assets.

• Process new contracts, periodic renewals, and policy adjustments with precision.

• Audit contract language and supplementary records for correctness and detail.

• Attend sector events and specific community engagement programs.

• Direct the compilation of risk assessment packages and keep precise records for various accounts and communications.

• Address phone calls and digital messages from patrons and underwriters with speed and expert decorum.

• Manage renewal schedules, documentation, and contract folders to ensure they are structured and current.

• Solicit and track pending data, policy modifications, or contract records from insurance providers.

• Generate tracking logs and follow up on pending requirements from underwriters and patrons.

• Define suitable protocols for managing claims and mitigating potential losses.

• Track and manage pending consumer payments in partnership with the accounting unit to settle any variations.

• Execute additional varied tasks and unique assignments as needed.

Candidate Qualifications

• A minimum of one decade of background in the insurance brokerage sector.

• Academic degree from a university, with a preference for finance or business concentrations.

• Valid AMF certification.

• Competency in performing tasks both independently and as a collaborative group member.

• Strong capabilities in task oversight and delivering presentations.

• Dedicated to consumer satisfaction and a service-first mindset.

• Fully bilingual with superior communication skills in both French and English, as the role necessitates interaction with partners and patrons outside of the province.

• Proficiency in using the Microsoft Office platform (specifically Excel, Outlook, and Word).

• Advanced capability for data analysis and troubleshooting.

• Productive scheduling and organizational talents.

Job Data Table

Category	Details
Company Name	BFL Canada
Location	Montreal, Quebec, Canada
Locality	Montreal
Country	Canada
City	Montreal
Region	Quebec
Job Type	Full-time
Salaries	Competitive
Experience Level	Senior (10+ years)
Travel	Local Industry Functions
Language	Bilingual (French & English)
Benefits	Hybrid work, Telemedicine, Wellness allowance, RRSP

Skills & Competency Table

Skill / Competency	Level
AMF Licensing	Mandatory
Commercial Insurance	Expert
Bilingualism (FR/EN)	Native/Fluent
Project Management	Advanced
Microsoft Office Suite	Advanced
Analytical Thinking	Expert

Salaries Pay Calculator Table

Component	Amount	Notes
Annual Salary	Competitive	Based on 10+ years of seniority
Bonus	Not Specified	Standard for Client Service Manager roles
Retirement	Savings Program	Includes matching and savings options
Total Compensation	Salary + Benefits	Includes wellness allowance and medical

Job Summary

This Montreal-based role at BFL Canada requires a senior-level broker with 10 years of experience and AMF licensing. You will manage a commercial book of business, focusing on client retention, policy issuance, and risk analysis. Bilingualism is essential for managing national and international stakeholders within this employee-owned firm.

FAQs

1. What is the required level of experience?

The ideal candidate must have at least 10 years of experience in the insurance brokerage industry.

2. Is specific licensing required for this Montreal role?

Yes, an active AMF (Autorité des marchés financiers) license is mandatory.

3. Does this position support remote work?

BFL Canada offers a hybrid work program that allows for a balance between office and home.

4. What language skills are necessary?

Bilingualism in French and English is required for interacting with clients and colleagues outside of Quebec.

5. What is the educational requirement?

A University degree is required, with a preference for Business or Finance majors.

Expert Analysis

This “Client Service Manager” role is essentially a high-level technical account lead. With a 10-year experience requirement, BFL is looking for a broker who can operate autonomously with complex risk profiles. The AMF license and bilingualism are the two non-negotiable gatekeepers for this senior-level position in the Quebec market.

Location & Logistics Guide

The office is situated in the heart of downtown Montreal, providing easy access to the city’s financial core. As a hybrid role, it offers logistical flexibility while requiring proximity for in-person collaboration. Montreal is a major global hub for risk management, offering a vibrant professional landscape for insurance experts.

Wikipedia: https://en.wikipedia.org/wiki/Montreal

Career Path

A Commercial Broker at this level typically moves toward a Senior Client Executive role or a specialized Practice Leader position. Given BFL’s employee-owned structure, long-term career growth often includes opportunities for internal leadership, mentoring junior brokers, or transitioning into complex risk management consulting for global corporate accounts.