Portfolio Manager - Commercial Property and Casualty Insurance

Alter Ego; Montreal; Hybrid; CAD 70,000 - 110,000; Full time

Benefits offered by this job

35-hour per week schedule and telework

group insurance

simplified pension plan

employee assistance program

work-life balance

volunteer opportunities

Job summary

Personnel Alter Ego in Montreal is seeking a portfolio manager for commercial property and casualty insurance to join a dynamic team. The role focuses on growing the client portfolio through presentations, proposals, and relationship building.

You will work with account managers, maintain client files, analyze markets, and pursue cross-border opportunities while representing the firm at industry events. A bilingual candidate with AMF licensing and a strong business development record is

Qualifications

• Minimum five years of experience in commercial damage insurance.
• AMF license for business damage insurance is required.
• University or college diploma or equivalent experience.
• Bilingual in French and English.

Responsibilities

• Meet sales goals through presentations and meetings with prospects.
• Prepare sales proposals, RFP responses, and communications.
• Prepare client portfolios; document policy specifics and coverage.
• Coordinate with account managers to ensure client satisfaction.
• Maintain client files and follow up with insurers.
• Build market research to identify growth opportunities and cross-border sales.
• Represent the company at professional events and maintain networks.

Skills

Five years exp

AMF licence

Diploma

Bilingual French/English

Business development

MS Office

CRM diploma

TAM software

Education

Diploma

Tools

TAM software

Job description

Offering a work environment that values integrity and respect for people, this company is looking for the ideal candidate for a portfolio manager position in commercial property and casualty insurance to join a dynamic team. Their offices are located in Montreal, near the Pie-IX metro station.

Responsibilities

• Accomplish your sales goals by conducting frequent presentations, calls and sales meetings with your prospects
• Create sales proposals, presentations and RFP responses that creatively and effectively meet the needs of prospects and appropriately communicate the business value of internal services and offerings
• Meet with clients, write the comparison book for presentation to the client including the insurance statement, the particulars of each policy and the list of insurance not in force
• Involve account managers in their files from the beginning, maintain communication with them to ensure customer service satisfaction and meet its commitments and general expectations
• Maintain the files of each client in collaboration with the account manager
• Make the necessary follow-ups on the requests of insurers to customers
• Manage research efforts and analysis on relevant markets and sectors to identify potential relationship needs, target new accounts, and ultimately target areas of expansion for existing accounts or the general business book
• Maintain a good relationship with the customer to introduce and sell new products and facilitate further penetration and representation of the market. Encourage and explore cross-border sales opportunities. In the event of a change of portfolio manager, ensure the transition and introduction of the new representative to the client
• Be a member of various professional and industrial or regional organizations and attend relevant conferences and events to expand and maintain an extensive professional network, represent the company and gain exposure and insight into various specialties
• Perform other related duties as requested by the manager or management team

Skills and qualities sought

• Have a minimum of five years of experience in commercial damage insurance
• Hold a licence in business damage insurance issued by the Autorité des marchés financiers
• Have a university or college diploma or equivalent work experience
• Be bilingual (French and English)
• Have business development skills
• Master Excel, Word, Outlook software
• Have a PAA, FPAA or CRM diploma (an asset)
• Master TAM software (an asset)

Benefits and Compensation

• 35-hour per week schedule and the possibility of telework
• group insurance
• simplified pension plan
• employee assistance program
• work-life balance
• volunteer opportunities

Do you dream of joining a company with an organizational culture based on family values, and offering personalized training adapted to the workplace and your needs?