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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client service and insurance documentation, with a strong focus on compliance with AMF standards and effective communication in both French and English. Proficient in managing client files, preparing insurance submissions, and collaborating with teams to ensure accurate billing and account management.
Highest-signal resume keywords
Valid AMF Licence in Commercial Property and Casualty InsuranceProficiency with EPIC SoftwareAdvanced Proficiency in Microsoft OfficeMinimum of 5 Years of ExperienceExcellent Spoken and Written French
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 ServiceInsurance DocumentationInsurance Policy VerificationBilling AccuracyPlacement StrategiesApplication PreparationAccount ReconciliationCoverage Notes PreparationInsurance Summaries PreparationClient Proposals Preparation
Soft Skills
Attention to DetailAnalytical AbilityOrganizational SkillsAbility to PrioritizeTeam Spirit
Tools & Technologies
EPIC SoftwareMicrosoft Office
Certifications & Qualifications
Valid AMF Licence in Commercial Property and Casualty Insurance
Industry Keywords
InsuranceClient ManagementRenewalsNew BusinessComplianceDocumentation StandardsInsurance Accounts MarketingDynamic EnvironmentFast-Paced EnvironmentAccounts Receivable
About the role
Key responsibilities & impact- Support one or more Account Executives
- Provide day-to-day client service
- Facilitate renewals and new business
- Collaborate with a Technical Assistant and/or Assistant Portfolio Manager
- Participate in marketing insurance accounts with the Marketing team
- Provide prompt and professional service to meet clients’ daily needs
- Maintain thorough documentation for each file in accordance with HUB and Autorité des marchés financiers (AMF) standards
- Manage activities within client files
- Participate in preparing placement strategies
- Prepare and submit applications to insurers
- Prepare insurer submissions, client proposals, coverage notes, and insurance summaries
- Follow up 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 compliance
- Prepare billing instructions
- Ensure billing is accurate and appropriate
- Collaborate on accounts receivable follow-up
- Reconcile account discrepancies
Requirements
What you’ll need- College diploma
- Valid AMF licence in Commercial Property and Casualty Insurance
- Advanced proficiency in Microsoft Office
- Minimum of 5 years of experience
- Excellent spoken and written French
- Proficiency in English is 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 dynamic, fast-paced environment
- Strong team spirit
- Proficiency with EPIC software
Benefits
Comp & perks- Structured training, licensing support, and ongoing development opportunities
- Competitive pay with comprehensive health benefits
- Retirement savings matching
- Company-paid life and disability plans
- Generous paid time off
- Paid parental leave
- Wellbeing program supporting work/life balance
- Collaborative, high-performing culture
- Community impact through HUB Gives
- Career growth opportunities
- Possibility of telework