Portfolio Manager – 100% Remote Position

Portfolio Manager – Individual Insurance 100% Remote Position | Quebec *In this role, you will be responsible for providing quality advisory services to an existing client base while contributing to the achievement of the company's objectives. You will have full management of a client module that will be assigned to you.*

Main Responsibilities

• Collect information and needs and ensure the updating of client files
• Assess risks to be covered, search for and select appropriate insurers and establish premiums
• Present insurance solutions tailored to clients' needs at the best possible cost
• Clearly explain the proposed protections, their characteristics, advantages and limitations
• Offer and sell complementary products and services
• Conclude payment agreements for premiums
• Use the corporate software appropriately for file management
• Process policy renewals
• Participate, if necessary, in special insurance projects for individuals (September to March)
• Keep your knowledge up to date by participating in professional-related training

Professional Profile

• Minimum of 3 years of experience in individual insurance brokering
• Experience in client module management
• Valid license from the Autorité des marchés financiers in individual property damage insurance

Skills and Abilities

• Excellent advisory approach
• Ability to manage stress and priorities
• Quality and customer service orientation
• Strong sense of listening
• Analytical mind and professional rigor
• Ethics and professionalism

What We Offer

• 100% remote position, accessible anywhere in Quebec
• Flexible schedule, daytime, Monday to Friday
• Work environment favoring work-life balance
• Collective REER and group insurance from the start
• Paid holidays and vacation days from the start
• Access to a telemedicine service
• Work environment focused on health, well-being and professional development
• *📩
• To apply or obtain more information
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