- 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 new 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

- Strong interpersonal skills with a positive, proactive, can-do attitude

- Accountability for results

- Ability to work as part of a team

- Strong 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 setting. 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