Gestionnaire de portefeuille
Core
Portfolio manager supporting account directors in the forestry insurance sector, managing daily client service, renewals, and new business for small revenues.
Role type
Portfolio manager (forestry insurance)
Builds
Insurance policies and risk management solutions for forestry clients
Domain
Insurance / Forestry
Required skills
AMF license (Damage Insurance), Office Suite, French (fluent), English (good), EPIC software
Preferred skills
Engineering document review, billing management, marketing reporting
Technologies
EPIC, Office Suite
Responsibilities
Provide prompt professional daily client service; Maintain rigorous documentation per AMF standards; Write documents; Manage client file activities; Request renewal updates from clients; Update documents for renewals and new business; Review technical engineering documents and follow recommendations; Develop placement strategy; Follow up on insurer and client documents; Verify insurance policy accuracy; Prepare quotes, proposals, and insurance summaries; Prepare certificate instructions; Prepare billing worksheets; Follow up on accounts receivable; Complete marketing and insurer program reports
Seniority
Mid-level, hands-on IC