Portfolio Manager - Commercial Property and Casualty Insurance

Personnel Alter Ego; Montreal; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dedicated portfolio manager in commercial property and casualty insurance. This dynamic role involves achieving sales goals through presentations, maintaining strong client relationships, and conducting market research to identify new opportunities. The company prides itself on a family-oriented culture and offers a supportive work environment with comprehensive benefits, including telework options and work-life balance initiatives. If you are passionate about business development and thrive in a collaborative setting, this is the perfect opportunity for you.

Benefits

Competitive compensation

Comprehensive benefits

35-hour workweek

Telework options

Group insurance

Simplified pension plan

Employee assistance program

Work-life balance initiatives

Volunteer opportunities

Qualifications

• 5+ years experience in commercial damage insurance.
• Bilingual in French and English is a must.
• License in business damage insurance required.

Responsibilities

• Achieve sales goals through presentations and calls.
• Maintain client files and ensure customer satisfaction.
• Research markets to identify potential relationships.

Skills

Commercial damage insurance experience

Bilingual in French and English

Business development skills

Proficiency in Excel

Proficiency in Word

Proficiency in Outlook

License in business damage insurance

PAA, FPAA, or CRM diploma

TAM software proficiency

Education

University or college diploma

Equivalent work experience

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:

1. Achieve your sales goals by conducting frequent presentations, calls, and sales meetings with prospects.
2. Create sales proposals, presentations, and RFP responses that creatively and effectively meet prospect needs and communicate the business value of internal services and offerings.
3. Meet with clients, prepare comparison books for presentation including insurance statements, policy particulars, and lists of insurance not in force.
4. Involve account managers from the beginning, maintain communication to ensure customer satisfaction and meet commitments and expectations.
5. Maintain client files collaboratively with the account manager.
6. Follow up on insurer requests to customers.
7. Research and analyze relevant markets to identify potential relationships, target new accounts, and explore expansion opportunities within existing accounts.
8. Maintain good relationships with clients to introduce and sell new products, facilitate market penetration, and explore cross-border sales opportunities. Ensure smooth transition and introduction of new portfolio managers to clients.
9. Participate in professional, industrial, or regional organizations, attend conferences and events to expand your network, represent the company, and gain industry insights.
10. Perform other duties as assigned by management.

Skills and Qualities Sought:

1. Minimum of five years experience in commercial damage insurance.
2. License in business damage insurance issued by the Autorité des marchés financiers.
3. University or college diploma or equivalent work experience.
4. Bilingual in French and English.
5. Business development skills.
6. Proficiency in Excel, Word, Outlook.
7. Asset: PAA, FPAA, or CRM diploma.
8. Asset: TAM software proficiency.

Benefits:

This position offers competitive compensation, comprehensive benefits, including a 35-hour workweek, telework options, group insurance, a simplified pension plan, employee assistance program, work-life balance initiatives, and volunteer opportunities.

If you dream of joining a company with a family-oriented culture and personalized training tailored to your needs, we look forward to your application!