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About the Role

Support a specialized portfolio within the Associations and Affinity Groups practice, managing association programs and member-focused insurance solutions across the Québec portfolio. Build strong relationships with association stakeholders, members, and insurer partners, deepen your technical insurance expertise, and gain valuable exposure to program management, strategic account development, and long-term career growth.

Responsibilities

Provide consultative client experience by offering professional advice that helps clients make informed insurance decisions.
Develop a thorough understanding of clients' needs, preferences, and expectations.
Build and maintain strong relationships with association clients, members, and insurer partners.
Manage assigned association programs with guidance when required.
Execute program renewals and servicing activities accurately and efficiently.
Develop technical knowledge and expertise related to assigned insurance programs.
Stay current on program features, specifications, benefits, industry trends, competitor products, and market developments.
Identify opportunities to upsell and cross-sell insurance products based on client needs.
Refer clients to Personal Insurance, Commercial Enterprise, and Life and Benefits teams when appropriate.
Assist clients through multiple communication channels in a fast-paced environment.
Advocate for clients by identifying appropriate solutions and providing sound risk management advice.
Maintain accurate records of client interactions using the Broker Management System and other company portals.
Deliver a high level of customer satisfaction through exceptional service.
Assist with invoicing, payment collection, and account reconciliation when required.
Escalate complex matters appropriately while continuing to build independent decision-making capabilities.
Participate in ongoing training and professional development activities to enhance role-related knowledge and skills.

Requirements

RIBO License required and AMF license or willingness to obtain it.
2-3 years of experience in account management, sales, underwriting, or a related role within an insurance brokerage or insurance company.
Experience in commercial insurance is strongly preferred.
Exposure to Professional Liability Insurance, Commercial General Liability Insurance, or Group Insurance is considered a strong asset.
Bilingual in English and French to communicate with association clients, members, and insurer partners, and provide consultative service in both languages.
Strong client relationship management and consultative service skills.
Ability to manage multiple priorities with excellent organizational, time management, and prioritization skills.
Strong interpersonal and communication skills with a positive, engaging, empathetic, and approachable attitude.
Team-oriented mindset with a strong commitment to delivering exceptional client service.

Skills

Account Management
Sales
Underwriting
Commercial Insurance
Professional Liability Insurance
Commercial General Liability Insurance
Group Insurance
Client Relationship Management
Consultative Service
Organizational Skills
Time Management
Prioritization Skills
Interpersonal Skills
Communication Skills

Location

Hybrid

Work Type

Permanent
Full-time
Hybrid
Remote

Experience Level

2-3 years

Salary/Compensations

65K-75K

Benefits

Comprehensive health and dental benefits effective from Day 1, including coverage through Greenshield and MyHSA.
RRSP matching program through Wealthsimple, with up to a 1% employer match after 1 year of service.
Equipment provided, including up to 2 monitors, laptop, keyboard, mouse, headset, webcam, and docking station.
3 weeks of vacation upon hire.
6 personal/sick days and 2 bereavement days.
Additional paid time off, including 1 holiday bonus day, 1 birthday bonus day, 2 religious days, 1 volunteer day, and 1 study and exam day.
Annual qualitative discretionary bonus is up to 12% of base salary and an uncapped variable bonus based on team performance, including revenue growth over the prior year.

About the Company

Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach.