Associate/Engagement Manager managing project workstreams in financial services consulting. Focusing on insurance and asset management with opportunities for growth.
About the role
- 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
- Strong team spirit and collaboration skills
- Proficiency with EPIC software
Benefits
- Competitive and flexible benefits
- Opportunities for growth and development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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