Remote-Eligible Portfolio Manager, Commercial Insurance

Personnel 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

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