Portfolio Manager

Description:

The Portfolio Manager in personal insurance manages a portfolio of approximately 1,000 policies, providing personalized service, handling client calls, managing renewals, and contributing to business development by underwriting new proposals. The role ensures high-quality service, regulatory compliance, and accurate documentation.

Key Responsibilities:

• Provide prompt and professional service for daily client needs.

• Maintain rigorous documentation according to HUB and AMF standards.

• Manage client files and related activities.

• Prepare placement strategies, service offers, insurance summaries, and condition comparisons.

• Submit requests to insurers and perform necessary follow-ups.

• Verify policy accuracy and manage corrections.

• Prepare quotes for insurers, client proposals, and coverage notes.

• Draft instructions for insurance certificates and billing, ensuring compliance.

• Monitor accounts receivable and handle discrepancies.

• Ensure proper processing of renewals.

Qualifications:

• College diploma.

• Valid AMF license – Personal Property and Casualty Insurance.

• 2+ years of relevant experience.

• Advanced Microsoft Office skills.

• Excellent command of French (oral and written).

• Good command of English for international client communication.

Desired Characteristics / Skills:

• Attention to detail.

• Analytical skills.

• Strong organizational and prioritization skills.

• Ability to work efficiently in a fast-paced environment.

• Team-oriented mindset.

• Proficiency in EPIC software.

Additional Requirements:

• No travel required.

• Must comply with regulatory standards (AMF).