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About the role

  • Gestionnaire de portefeuille en risques complexes chez HUB International, courtier d’assurance nord-américain. Gestion des dossiers clients, renouvellements, placements et transactions avec assureurs.

Responsibilities

  • Support one or more Account Executives
  • Provide daily customer service
  • Facilitate renewals and new business
  • Collaborate with a Technical Assistant and/or Assistant Portfolio Manager
  • Collaborate with a marketing team to market insurance accounts
  • Provide prompt and professional service to meet clients’ daily needs
  • Maintain thorough documentation for each account in accordance with HUB and Autorité des marchés financiers (AMF) standards
  • Manage activities related to client accounts
  • Participate in preparing placement strategies
  • Prepare and submit applications to insurers
  • Prepare insurer quotations, client proposals, binders, and insurance summaries
  • Conduct the necessary follow-ups with insurers and clients
  • Verify the accuracy of insurance policies and endorsements, and follow up on required corrections
  • Draft instructions for certificates of insurance and ensure their compliance
  • Draft billing instructions
  • Ensure accurate billing
  • Assist with the diligent follow-up of accounts receivable
  • Correct account discrepancies

Requirements

  • College diploma
  • Valid AMF licence – Commercial Property and Casualty Insurance
  • Advanced proficiency in the Microsoft Office Suite
  • Minimum of 5 years of experience
  • Excellent spoken and written French
  • Proficiency in English, essential for communications and transactions with our international clients
  • Strong attention to detail
  • Analytical skills
  • Excellent organizational skills
  • Ability to prioritize
  • Ability to work effectively in a dynamic, fast-paced environment
  • Strong team spirit
  • Proficiency in EPIC software

Benefits

  • Remote work opportunities
  • Competitive and flexible benefits
  • Ongoing growth and development opportunities
  • Diverse and stimulating work environment
  • Financial security
  • Professional satisfaction

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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