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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client accounts, ensuring compliance with AMF standards, and providing exceptional customer service. Proficient in preparing insurance documentation and quotations while maintaining strong organizational and analytical skills.
Highest-signal resume keywords
Valid AMF Licence – Commercial Property and Casualty InsuranceProficiency in EPIC SoftwareAdvanced Proficiency in Microsoft Office SuiteExcellent Spoken and Written FrenchMinimum of 5 Years of Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Account ManagementInsurance Documentation PreparationInsurance Policy VerificationBilling AccuracyPlacement Strategy Preparation
Soft Skills
Strong Attention to DetailExcellent Organizational SkillsAbility to PrioritizeStrong Team SpiritAnalytical Skills
Certifications & Qualifications
Valid AMF Licence – Commercial Property and Casualty Insurance
Industry Keywords
Insurance AccountsClient ProposalsInsurer QuotationsAccounts ReceivableCompliance with AMF Standards
About the role
Key responsibilities & impact- Support one or more Account Executives
- Provide daily customer service
- Facilitate renewals and new business
- Collaborate with a Technical Assistant and/or Assistant Portfolio Manager
- Collaborate with a marketing team to market insurance accounts
- Provide prompt and professional service to meet clients’ daily needs
- Maintain thorough documentation for each account in accordance with HUB and Autorité des marchés financiers (AMF) standards
- Manage activities related to client accounts
- Participate in preparing placement strategies
- Prepare and submit applications to insurers
- Prepare insurer quotations, client proposals, binders, and insurance summaries
- Conduct the necessary follow-ups with insurers and clients
- Verify the accuracy of insurance policies and endorsements, and follow up on required corrections
- Draft instructions for certificates of insurance and ensure their compliance
- Draft billing instructions
- Ensure accurate billing
- Assist with the diligent follow-up of accounts receivable
- Correct account discrepancies
Requirements
What you’ll need- College diploma
- Valid AMF licence – Commercial Property and Casualty Insurance
- Advanced proficiency in the Microsoft Office Suite
- Minimum of 5 years of experience
- Excellent spoken and written French
- Proficiency in English, essential for communications and transactions with our international clients
- Strong attention to detail
- Analytical skills
- Excellent organizational skills
- Ability to prioritize
- Ability to work effectively in a dynamic, fast-paced environment
- Strong team spirit
- Proficiency in EPIC software
Benefits
Comp & perks- Remote work opportunities
- Competitive and flexible benefits
- Ongoing growth and development opportunities
- Diverse and stimulating work environment
- Financial security
- Professional satisfaction