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
Senior IC portfolio manager (forestry insurance)
Builds
Insurance policies and risk management solutions for forestry clients
Domain
Insurance / Forestry
Required skills
AMF license (Damage Insurance for Companies), Advanced Office Suite, French (fluent), English (good), EPIC software, Analytical ability, Attention to detail, Organizational skills
Preferred skills
Strategic placement planning, Billing management, Marketing reporting
Technologies
EPIC, Office Suite
Responsibilities
Provide prompt professional daily client service; Maintain rigorous documentation per AMF standards; Manage client file activities and renewals; Review technical engineering documents and track recommendations; Prepare insurance quotes, client proposals, and summaries; Prepare billing worksheets and ensure adequate billing; Collaborate on rigorous accounts receivable follow-up; Complete marketing and insurer program reports.
Seniority
Mid-level, hands-on IC