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 agile 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)
This position offers you competitive compensation and comprehensive benefits and programs, including:
35-hour per week schedule and the possibility of telework
group insurance
simplified pension plan
employee assistance program
work-life balance
volunteer opportunities
Do you dream of joining a company with an organizational culture based on family values, and offering personalized training adapted to the workplace and your needs?

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📌 Portfolio Manager - Commercial Property and Casualty Insurance (Quebec City)
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📍 Quebec City