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
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