Placement broker - Commercial insurance

EmploisCourtage; Laval; Hybrid; CAD 60,000 - 85,000; Full time

Job summary

Synex Assurance | Invessa is seeking a skilled insurance professional to support brokers in the file placement process in Laval. The role involves coordinating with brokers and insurers to optimize renewal terms and conditions, ensuring documentation is complete and processes run smoothly.

Candidates should have a certificate in business damage insurance (AMF) and 5+ years of commercial insurance experience, with strong Excel/Word/Outlook skills and familiarity with Acturis.

Qualifications

• Certificate in business damage insurance (AMF)
• Over 5 years of experience in commercial insurance
• Proficient with Excel, Word, Outlook
• Familiar with Acturis software
• Excellent organizational skills
• Autonomy and resourcefulness
• Team oriented and collaborative
• High professional ethics

Responsibilities

• Assist brokers in placing files and ensuring follow-up.
• Collaborate with brokers to establish an investment strategy.
• Negotiate renewal conditions and insurance coverage with insurers.
• Obtain necessary documentation to secure favorable placement conditions.
• Check the conformity of requests received.
• Stay informed about new products offered by insurers.
• Coordinate process and communicate progress to brokers, insurers, and policyholders.
• Perform other related tasks in the placement service.

Skills

Autonomy

Organization

Collaboration

Professional ethics

Education

Certificate in business damage insurance (AMF)

Tools

Acturis

Office suite (Excel/Word/Outlook)

Job description

Location of employment:

Laval, hybrid work mode

In order to support our brokers in the file placement process, Synex Assurance | Invessa is looking for a person with great analytical and synthesis skills and a passion for insurance.

At Synex Assurance | Invessa, we firmly believe in skills development and that is why, throughout your professional career, we will help you evolve as an insurance professional!

Responsibilities related to this role:

• Assist brokers in placing files and ensuring follow-up;
• In collaboration with brokers, establish an investment strategy;
• Negotiate renewal conditions and insurance coverage with insurers;
• Make sure to obtain all the necessary documentation in order to obtain favorable conditions for the placement of the file;
• Check the conformity of requests received;
• Stay on the lookout for new products offered by insurers;
• Take an interest in new market trends and ensure the transfer of information within internal teams;
• Coordinate the process and communicate the progress of the file to the various stakeholders (brokers, insurers, and policyholders);
• All other related tasks related to the placement service.

The DNA sought:

• Hold a certificate in business damage insurance issued by the Financial Markets Authority;
• Accumulate professional experience of more than 5 years in commercial insurance;
• Master the tools of the Office suite (Excel, Word, Outlook, etc.);
• Be familiar with the use of computer systems, in particular the use of Acturis software (an asset);
• Have excellent organizational skills;
• Demonstrate autonomy and resourcefulness;
• Seek to work as a team and encourage collaboration;
• Demonstrate high professional ethics.

We offer a stimulating work environment, conducive to continuous learning and professional development. If you are passionate about business insurance and aspire to a great career, don't wait any longer and come and actively contribute to the success of our organization.

We thank you for your interest. Only candidates selected for an interview will be contacted.