- Support sales regions in achieving loan volume and revenue targets - Prepare and submit new and renewing premium finance loans under a predefined volume threshold - Proactively follow up on renewals and lost quotes from the prior year - Submit loans for conversion and assist with credit and pricing requests - Provide customer service and assistance to brokers by phone and email - Develop and maintain professional relationships with brokers representing FIRST Insurance Funding of Canada - Identify and manage existing high-priority brokers - Manage pricing margins and broker profitability - Analyze broker profitability to help determine broker segment - Apply credit risk and pricing analysis when assisting with underwriting requests - Provide brokers with training on systems and processes as required - Escalate recent business opportunities, programs, and solutions to the Account Manager - Support arrears where there may be relationship impacts - Support new business development activity - Undertake periodic visits to brokers’ offices - Perform other job-related duties as assigned Requirements - Strong organizational and time management skills; ability to manage multiple priorities in a fast-paced environment - Accuracy and attention to detail - Robust interpersonal skills with a positive, proactive,



can-do attitude - Accountability for results - Ability to work as part of a team - Robust verbal and written communication skills - Desire for continuous learning - Proficiency in Microsoft Office, including Outlook, Word, and Excel - 3–5 years of business experience - Commercial credit experience is an asset - Understanding of commercial insurance policies is an asset - Experience with an insurance brokering network is an asset - Understanding of various financial products is an asset - Fully bilingual in French and English, both verbal and written Core Competencies Demonstrates strong organizational and time management skills while managing multiple priorities in a fast-paced environment. Proficient in analyzing broker profitability and applying credit risk and pricing analysis to support underwriting requests. Highest-signal resume keywords - Broker Relationship Management - Credit Risk Analysis - Commercial Insurance Understanding - Bilingual Communication - Microsoft Office Proficiency ATS Optimization Keywords Hard Skills - Credit Risk Analysis - Pricing Analysis - Broker Profitability Analysis - Commercial Credit Experience - Financial Product Understanding Soft Skills - Strong Interpersonal Skills - Attention to Detail - Accountability for Results - Team Collaboration - Strong Verbal and Written Communication Industry Keywords - Commercial Insurance Policies - Insurance Brokering Network - Loan Volume Targets - Premium Finance Loans - Customer Service Tools & Technologies - Microsoft Office - Outlook - Word - Excel

📌 Bilingual Associate Account Manager (Montreal)
🏢 Jobtailor
📍 Montreal