POSITION

SALARY

INDUSTRY

LOCATION

TYPE

REF #

Account Manager

OPEN

Insurance

Montreal

Permanent

801031U

POSITION DESCRIPTION

  • Update underwriting information

  • Prepare pre-renewal client material

  • Prepare submissions to market

  • Market accounts

  • Request terms from markets and compare with alternates

  • Prepare premium comparison and marketing lists

  • Bind coverage and order policies

  • Obtain quotes from Finance Company

  • Prepare insurance binders, invoices & billing material

  • Check and send out policy documents

  • Prepare premium financing quotes & contracts

  • Respond to client inquiries & requests

  • Correspond with commercial insurance underwriters

  • Maintain renewal list

  • Arrange service meetings with Account Executives

  • Assist clients with completion of applications

  • Respond to underwriting queries

REQUIREMENTS

  • Bilingual in French and English - excellent verbal & written communication skills

  • Commercial insurance license for Quebec (i.e. Assurance de Dommages - Entreprises

  • Working knowledge of The Agency Manager (TAM) system

  • Working knowledge of Microsoft Office - Word, Excel, and Outlook

  • High performance team player

  • Positive & outgoing attitude

  • Strong attention to detail & accuracy

  • Excellent organization skills

  • Ability to manage multiple tasks, and follow-up on uncompleted tasks

  • Sound commercial insurance knowledge and industry experience

  • Any insurance experience in aviation or the lumber industry is an asset