Gestionnaire de portefeuille, Assurance des particuliers - VIP

HUB International Québec Ltd; Montreal; On-site; CAD 50,000 - 70,000; Full time

Job summary

HUB International Québec Ltd recherche un Gestionnaire de portefeuille pour l'assurance personnelle VIP. Ce rôle est essentiel pour gérer un portefeuille d'environ 1 000 polices, en offrant un service client personnalisé et en contribuant au développement commercial. Les candidats doivent posséder un diplôme de cégep, une licence AMF valide, et avoir au moins 2 ans d'expérience en assurance.

Benefits

Avantages compétitifs et flexibles

Opportunités de croissance et de développement

Qualifications

• Minimum de 2 ans d'expérience en assurance.
• Licence AMF valide – Assurance de biens et de risques divers.
• Excellente maîtrise du français, bonne connaissance de l'anglais.

Responsibilities

• Gérer environ 1 000 polices et fournir un service personnalisé aux clients.
• Préparer et transmettre des demandes aux assureurs, suivre les corrections nécessaires.
• Gérer les renouvellements et collaborer au suivi des comptes.

Skills

Attention to detail

Analytical skills

Organizational skills

Team spirit

Education

Diplôme de cégep

Tools

EPIC software

Microsoft Office Suite

Job description

Gestionnaire de portefeuille, Assurance des particuliers - VIP

Join HUB International Québec Ltd as a Gestionnaire de portefeuille, Assurance des particuliers - VIP.

At HUB International, with over 535 offices across North America, we offer a competitive, stimulating, and friendly work environment that strategically positions our employees for longevity and success.

We invest in our employees' futures by providing ongoing growth and development opportunities. Our entrepreneurial culture fosters an environment where our staff can make the best decisions for our clients and organization, emphasizing industry knowledge expansion to better serve our valued clients.

We are committed to offering competitive and flexible benefits that meet your current needs and evolve over time. Join us to create a future combining a diverse and stimulating work environment, financial security, and professional satisfaction.

We Are Your Ideal Solution If You

• Seek a scalable work environment within a growing organization
• Desire to help others protect their future
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the company
• Focus on learning and development to enhance your industry knowledge and expertise
• Are autonomous and willing to invest time and energy to learn our technical aspects
• Believe in integrity and success through relationship building

Job Description

The Portfolio Manager in personal insurance plays a crucial role by managing approximately 1,000 policies. They provide personalized service, respond to client calls, and handle renewals requiring special attention. They also contribute to business development by managing existing portfolios and underwriting new business proposals from the team.

Main responsibilities include:

• Providing prompt and professional service for daily client needs
• Maintaining rigorous documentation for each file, in compliance with HUB and AMF standards
• Managing client activities
• Participating in strategy preparation, service offerings, insurance summaries, and condition comparisons
• Preparing and transmitting requests to insurers
• Following up with insurers and clients as needed
• Verifying accuracy of insurance policies and endorsements, and tracking necessary corrections
• Preparing quotes for insurers, proposals for clients, and coverage notes
• Drafting instructions for insurance certificates and ensuring compliance
• Drafting billing instructions and ensuring billing accuracy
• Collaborating on rigorous accounts receivable follow-up
• Correcting account discrepancies
• Handling renewals

Job Requirements

Technical Skills

• College diploma
• Valid AMF license – Personal Property and Casualty Insurance
• Minimum of 2 years experience
• Advanced proficiency in Microsoft Office Suite
• Excellent command of French, both spoken and written
• Good knowledge of English, essential for communication with international clients

Personal Skills

• Attention to detail
• Analytical skills
• Excellent organizational skills
• Ability to prioritize
• Ability to work effectively in a fast-paced environment
• Strong team spirit

Additional Skills

• Proficiency with EPIC software