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 current representative to the client

- Be a member of various qualified 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:

- Competitive compensation

- 35-hour per week schedule and the possibility of telework

- Group insurance

- Simplified pension plan

- Employee assistance program

- Work-life balance

- Volunteer opportunities

📌 Portfolio Manager - Commercial Property and Casualty Insurance (Montreal)
🏢 Personnel ALTER EGO
📍 Montreal