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About the role

  • Associate Account Manager supporting broker relationships, commercial credit, and premium-finance loans at FIRST Canada. Managing pricing, renewals, underwriting assistance, and business development across Toronto or Montreal.

Responsibilities

  • Support sales regions to achieve loan volume and revenue targets
  • Prepare and submit new and renewing premium finance loans under a pre-defined volume threshold
  • Follow up on renewals and lost quotes from the prior year
  • Submit loans for conversion
  • Assist with credit, pricing, underwriting, and risk analysis requests
  • Prepare incoming quote requests
  • Develop and maintain professional relationships with brokers
  • Provide customer service and assistance to brokers via phone and email
  • Identify and manage existing high-priority brokers
  • Manage overall pricing margins and broker profitability
  • Analyze broker profitability to determine broker segment
  • Provide brokers with training on systems and processes as required
  • Escalate new business opportunities, programs, and solutions to the Account Manager
  • Support arrears where there may be possible relationship impacts
  • Support new business development activity
  • Undertake periodic visits to brokers’ offices
  • Perform other job-related duties as assigned

Requirements

  • 3-5 years business experience
  • Fully Bilingual in French and English both Verbal and Written
  • Proficient in Microsoft Office (Outlook, Word and Excel)
  • Strong organizational and time management skills; able to effectively manage multiple priorities in a fast-paced environment
  • Accuracy and attention to detail
  • Strong interpersonal skills with a positive, proactive, ‘can do’ attitude
  • Accountable for results
  • Ability to work as part of a team
  • Strong communication skills both verbal and written
  • Desire for continuous learning
  • Commercial credit experience an asset
  • Understanding of commercial insurance policies an asset
  • Experience with insurance brokering network an asset
  • Understanding of various financial products an asset
  • University/college degree is preferred

Benefits

  • Flexible, hybrid-work model
  • FIRST Flex program offers opportunity to work internationally
  • Health benefits including medical, dental, vision, life, and health spending account
  • RRSP plan with a generous company match
  • Competitive compensation including discretionary or incentive bonuses
  • Education reimbursement
  • On-demand learning courses
  • Work/life balance support
  • Growth-from-within opportunities
  • Multiple opportunities for development and upward mobility

Job type

Full Time

Experience level

JuniorMid level

Salary

CA$42,000 - CA$55,000 per year

Degree requirement

No Education Requirement

Location requirements

HybridTorontoCanada

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