Portfolio Manager - Commercial Property and Casualty Insurance

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

This position offers competitive compensation and comprehensive benefits and programs, including a 35‑hour per week schedule and the possibility of telework, group insurance, a simplified pension plan, an employee assistance program, work‑life balance, and volunteer opportunities.

•