Portfolio Manager

5 months ago


Thornhill, Canada My Insurance Broker Corp Full time

CIS Insurance Brokers is currently seeking positive and enthusiastic individuals to join our team of insurance professionals as Portfolio Manager.

**Responsibilities**
- Manage a portfolio of existing House account clients.
- Offer comprehensive portfolio services, including re-marketing, payments, and policy changes.
- Thorough analysis of MVR and AutoPlus reports.
- Review client accounts annually to determine the best course of action.
- Engaging with various company underwriters.

**What’s in it for you?**

At CIS, work-life balance is extremely important to us. Here are some of the Advantages provided to our staff:

- Competitive salary
- Comprehensive benefits including health, dental, vision, and Employee Assistance Program (EAP)
- Paid vacation and paid personal/sick time off.
- People-focused company culture
- Exciting Company Social Events
- Reimbursement of license fees and professional membership dues

**How We Help You Succeed**

Your success matters greatly to us. We provide:

- **Training and Support** - Whether it is mentorship, growth opportunities, or on-the-job training, we are here for you. You will be supported by a team of underwriters.
- **Career Growth** - What professional goals have you set for yourself? We care about your career, and we can help you get there.
- **Continuing Education** - We invest in you. That’s why CIS provides paid continuing education opportunities to help you grow professionally.

**What we are looking for**
- RIBO License in good standing required;
- Prior experience in portfolio management
- Proficiency in Mandarin, Cantonese is an asset.
- Strong analytical skills and effective communication abilities.
- Adaptability and resilience in dynamic work environments
- Proven experience working in a high volume and/or fast-paced environment;
- Excellent computer skills expected including fluency in Broker management systems - EPIC is an asset;

**Benefits**:

- Company pension
- On-site parking

Schedule:

- 8 hour shift
- Monday to Friday

Work Location: In person



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