Commercial Property and Casualty Insurance Agent

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About the role

  • Beneva commercial insurance agent handling business-property and casualty quotes, renewals, and client coverage advice. Serving bilingual clients across Quebec locations.

Responsibilities

  • Handle incoming and outgoing telephone calls regarding quotes, policy issuance, servicing, changes, cancellations, and renewals for commercial insurance.
  • Make outbound solicitation calls to prospects to obtain renewal dates and prepare quotes.
  • Update and review selected renewal files and ensure they continue to meet established standards.
  • Analyze applications, make external inquiries, and enter insurance transactions into the system.
  • Advise clients on the appropriate coverage options and limits required, and inform them of the limitations contained in their policies.
  • Coordinate appropriate inspections, analyze inspection reports, assess risks, and complete underwriting files within the scope of delegated authority.
  • Select and issue the required correspondence and draft personalized letters for specific situations.
  • Make decisions independently within the limits of delegated authority.

Requirements

  • College diploma in Insurance and Financial Services.
  • Valid commercial lines insurance agent licence issued by the Autorité des marchés financiers (AMF).
  • Advanced proficiency in English, both spoken and written.
  • Bilingual proficiency in French and English.

Benefits

  • Beneva is an equal opportunity employer.
  • Purpose-driven work focused on contributing to community well-being.
  • Insurance and financial services that support clients throughout their lives.

Job title

Job type

Full Time

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

HybridMontrealCanada

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