Portfolio Manager – 100% Remote Position

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 client needs and update client files
• Assess risks to be covered, research 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
• Finalize 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 personal insurance brokering
• Experience in client module management
• Valid license from the Autorité des marchés financiers in personal property 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 that promotes work-life balance
• Collective REER and collective insurance from the start
• Paid vacation and leave from the beginning of employment
• Access to a telemedicine service
• Work environment focused on health, well-being and professional development
• *📩
• To apply or obtain more information
• , please contact: