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
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