Portfolio manager providing essential support to account executives in transportation insurance. Collaborating with a marketing team for insurance documentation and client inquiries while ensuring compliance and accuracy.
Responsibilities
Provide prompt, professional service for clients' day-to-day needs
Maintain thorough documentation for each file in accordance with HUB standards and the Autorité des marchés financiers (AMF)
Open client files in the HUB system
Manage activities within client files
Collaborate on placement strategy and service proposals with the Account Director
Prepare and submit requests to insurers
Prepare submission presentations
Perform necessary follow-ups with insurers and clients
Verify the accuracy of insurance policies and endorsements, and follow up on required corrections
Work with the Account Director to ensure proposals are up to date and to prepare cover notes, service proposals, insurance summaries, and condition comparison matrices
Verify the validity of required client permits/licenses (Filings, US filings, UIIA, etc.)
Draft instructions for certificates of insurance and ensure their compliance
Draft billing instructions
Ensure billing is accurate
Assist with diligent accounts receivable follow-up
Draft instructions for mailings
Ensure renewals are processed, including billing according to schedules
Open claims in client files.
Requirements
College diploma
Valid Autorité des marchés financiers (AMF) license in commercial property and casualty (P&C) insurance
Minimum of 3 years' experience
Advanced proficiency in the Microsoft Office Suite
Excellent command of French, both written and spoken
Good knowledge of English, essential for communications and transactions with our international clients
Strong attention to detail
Analytical ability
Excellent organizational skills
Ability to prioritize
Ability to work effectively in a fast-paced, dynamic environment
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