Executive Broker

Job description

Position Summary

Provide customer service and manage the placement and negotiation processes with insurers.

Your taskes

• Placement (underwriting)
• Customer service
• Development of business relationships with insurers

Tasks related to placement (underwriting)

• Ensure that the necessary renewal documents are up to date for the meeting with the client
• Receive underwriting and update information for renewal and new business
• Transmit/communicate renewal and new business information to insurers
  Negotiate terms and conditions with insurers
• Compile and analyze terms and conditions received from insurers
  Prepare a summary of market results to the GC as required
• Coordinate and prepare documentation required to finalize the submission of renewal terms or quotes

Customer Service Tasks

• Contact clients during the term to follow up on outstanding issues (signatures, documents, etc…)
• Answer questions from customers during the term
• Analyze and comment on customer quotes/contracts/miscellaneous documents to identify insurance issues (as needed)
• Process insurance certificate requests
• Receive and process various mid-term change requests and identify new needs as required
• Prevention and recommendations: reception, summary analysis and follow-up

Develop business relationships with insurers

• Participate in networking events with insurers

Job Requirements

• Education in administration, finance, insurance or other relevant discipline.
• Experience in administrative and office support
• Experience in the property and casualty insurance or construction industry (an asset)
• Excellent knowledge of underwriting (an asset)
• Hold an AMF license in property and casualty insurance (an asset)
• Be bilingual in English and French