Conseiller(ére) principal(e) performance courtage
Core
Develop the brokerage network for Promutuel Assurance by optimizing distribution channel performance and harmonizing practices for mutual insurance companies.
Role type
Senior Brokerage Performance Consultant
Builds
Optimized sales processes, performance tools, and service offerings for mutual insurance companies
Domain
Insurance brokerage / Financial services
Deliverable
client delivery
Required skills
Business development for brokerage firms, brokerage network knowledge in Quebec, consulting expertise, project management, coaching, market analysis, portfolio analysis, sales strategy planning
Preferred skills
Knowledge of property and casualty insurance products (personal and commercial), Office suite proficiency (Excel, PowerPoint)
Responsibilities
Accompany mutual insurance companies in developing their brokerage activities, optimize processes and tools favoring sales growth, facilitate exchanges with managers to share best practices, advise and support mutuals in implementing their service offerings, develop and track performance indicators and management reports, analyze results and recommend improvements, conduct market monitoring to identify development opportunities, support portfolio analysis and evolution, assist managers in planning and executing sales strategies, collaborate on projects for network growth and profitability
Seniority
Senior, hands-on IC