Commercial Property and Casualty Insurance Agent at Beneva in Quebec, responsible for assessing business insurance risks and advising clients. Collaborates with agents and clients for optimal insurance solutions
Responsibilities
Receive and make telephone calls for commercial insurance quotes, policy issuances, servicing, endorsements/changes, cancellations and renewals
Make solicitation/outreach calls to prospective clients
Advise clients and affiliated agents on selecting appropriate coverages and policy limits
Serve as a primary contact/resource for affiliated agents
Analyze proposals and enter insurance transactions into the company’s IT systems
Draft personalized letters for cases requiring special handling
Requirements
College diploma in Insurance and Financial Services
Valid Commercial Insurance Agent certificate from the Autorité des marchés financiers (AMF)
Minimum of 5 years’ experience in commercial insurance
Completion of at least 6 courses from the PAA or FPAA programs of the Institut d’assurance de dommages du Canada (Insurance Institute of Canada - Property and Casualty program)
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