Portfolio Manager

Insight Global; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading staffing firm in Toronto is searching for a Junior Portfolio Manager to oversee insurance and reinsurance accounts. The ideal candidate will have strong analytical skills, advanced MS Office expertise, and experience in (re-)insurance accounting or underwriting. This role provides an opportunity to work in a collaborative environment under senior management guidance. Competitive salary and benefits offered.

Qualifications

• Working experience in (re-)insurance accounting or underwriting assistance preferred.
• Basic knowledge of insurance and reinsurance.
• Prior experience working at Munich RE is a plus.

Responsibilities

• Oversee insurance and reinsurance accounts and contracts.
• Maintain contractual data and manage claims.
• Support underwriters with administrative activities.

Skills

MS Excel

Power Query

Analytical skills

Communication skills

Team collaboration

Education

Bachelor's degree or commercial apprenticeship

Job description

Overview

As a Junior Portfolio Manager, you will oversee the administration of insurance and/or reinsurance accounts and contracts. Your daily tasks include maintaining contractual data, processing account bookings, handling claims, and managing related cash flows. You’ll support underwriters with administrative activities, ensure compliance with sanctions and embargos, perform internal controls, monitor client accounts, and provide reports and statistics. You’ll also maintain documentation, communicate with clients, and be accountable for audit purposes. Most accounts managed are of low complexity and you’ll work under the guidance of a senior manager.

Responsibilities

• Oversee the administration of insurance and/or reinsurance accounts and contracts.
• Maintain contractual data, process account bookings, handle claims, and manage related cash flows.
• Support underwriters with administrative activities.
• Ensure compliance with sanctions and embargos, perform internal controls, and monitor client accounts.
• Provide reports and statistics and maintain documentation.
• Communicate with clients and be accountable for audit purposes.
• Work in a setting where most accounts are low complexity and operate under the guidance of a senior manager.

Qualifications

• Working experience in (re-)insurance accounting, underwriting assistance, and/or controlling is preferable.
• Advanced MS Office skills, especially MS Excel and Power Query.
• Bachelor’s degree or completed commercial apprenticeship (ideally in a re-/insurance company), or equivalent experience.
• Basic insurance and reinsurance knowledge with eagerness to deepen expertise.
• Advanced analytical skills and accuracy.
• Strong communication and team collaboration skills with internal and external stakeholders.
• Prior experience working at Munich RE.

Equal Opportunity

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [e-mail]. To learn more about how we collect, keep, and process your private information, please review Insight Global\'s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.