Executive Broker

4 weeks ago


Montréal, Canada EgR Full time

**Job description**
**Executive Broker**
Type of position: Permanent / Full time
**Our strengths**
Our firm is made up of a multidisciplinary team of qualified professionals, including brokers dedicated to risk marketing, preventionists, lawyers and adjusters.
**We leverage**:

- Our commitment to long-lasting business partnerships with our clients;
- The professionalism and creativity of our skilled and specialized team;
Our ability to identify and understand our clients’ needs and objectives;
- Our ability to identify and understand our clients’ needs and objectives; Our commitment to providing the highest standards of service in the industry.

EgR’s culture is based on respect, integrity, authenticity, development and collaboration.
A stimulating environment where you will be encouraged to make a difference and have a real impact on the firm’s business.
**What we are looking for**
We are looking for someone like you, with your strengths, authenticity, diversity and enthusiasm. If you are a motivated, dedicated, collaborative, team player who loves to learn, then we have the perfect job for you
**What we offer as a work environment**
- Excellent work atmosphere: fun and collaborative work are part of our DNA
- Active social life
- Flexible schedule with the possibility of telecommuting in hybrid mode
- Days off for personal reasons
- Training programs and expenses paid by the employer: you will be trained and supported by the team throughout your career
- Dental, drug, paramedical and travel insurance
- Employee assistance program
- Access to nurses and doctors through telemedicine services
- Financial assistance for physical activity
- Business casual attire

**Job description**
**Position Summary**
Provide customer service and manage the placement and negotiation processes with insurers.
**Your taskes**
- Placement (underwriting)
- Customer service
- Development of business relationships with insurers
- Tasks related to placement (underwriting)_
- Ensure that the necessary renewal documents are up to date for the meeting with the client
- Receive underwriting and update information for renewal and new business
- Transmit/communicate renewal and new business information to insurers

Negotiate terms and conditions with insurers
- Compile and analyze terms and conditions received from insurers

Prepare a summary of market results to the GC as required
- Coordinate and prepare documentation required to finalize the submission of renewal terms or quotes
- Customer Service Tasks_
- Contact clients during the term to follow up on outstanding issues (signatures, documents, etc )
- Answer questions from customers during the term
- Analyze and comment on customer quotes/contracts/miscellaneous documents to identify insurance issues (as needed)
- Process insurance certificate requests
- Receive and process various mid-term change requests and identify new needs as required
- Prevention and recommendations: reception, summary analysis and follow-up
- Develop business relationships with insurers_
- Participate in networking events with insurers

**Job Requirements**
- Education in administration, finance, insurance or other relevant discipline.
- Experience in administrative and office support
- Experience in the property and casualty insurance or construction industry (an asset)
- Excellent knowledge of underwriting (an asset)
- Hold an AMF license in property and casualty insurance (an asset)
- Be bilingual in English and French


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