Associate Account Manager

2 weeks ago

Vancouver, Canada FIRST Insurance Funding of Canada Full time

At FIRST Insurance Funding of Canada (FIRST Canada), we are proud to promote a workplace that fosters growth and innovation. We employ a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment. Our open concept and creative culture fosters team work and presents opportunities for growth within the organization. FIRST Canada is an affiliate of Wintrust, a financial services company with more than $50 billion in assets.

Join the FIRST Insurance Funding of Canada (FIRST Canada) team.

We are a multi-year Globe and Mail / Moneau Shepell Employee Recommended workplace with an award-winning culture.

We offer a flexible, hybrid-work model and our FIRST Flex program offers opportunity to work internationally.

We have a comprehensive benefit package including:

- Health Benefits: including medical, dental, vision, life, and health spending account
- Financial Benefits: an RRSP plan with a generous company match and competitive compensation including discretionary or incentive bonuses
- Education Benefits: education reimbursement and on-demand learning courses

We have a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment.

We support work / life balance and promote growth-from-within opportunities.

Why join this team?
- We have a culture that encourages an entrepreneurial spirit
- We offer multiple opportunities for development and upward mobility

What You’ll Do

Job Description Summary

Essential Duties and Responsibilities:

- Prepare incoming quote requests
- Proactively perform follow-up on renewal and lost quotes from the prior year
- Assist with loan submissions; ensure loans are properly submitted for conversion
- Develop and maintain strong relationships with brokers representing FIRST Insurance Funding of Canada in a professional manner
- Identify and manage existing high priority brokers
- Manage overall pricing margins and broker profitability
- Analyze broker profitability to help determine broker’s segment
- Provide brokers with training on systems and processes as required
- Escalate new business opportunities, programs and solutions to the Account Manager for further investigation
- Support arrears where there may be possible relationship impacts
- Support new business development activity
- Undertake periodic visits to brokers’ offices
- Other job related duties as assigned

Knowledge / Skills / Abilities Required:

- Strong organizational and time management skills; able to effectively manage multiple priorities in a fast-paced environment
- Accuracy and attention to detail
- Strong interpersonal skills with a positive, proactive, ‘can do’ attitude
- Accountable for results
- Ability to work as part of a team
- Strong communication skills both verbal and written
- Desire for continuous learning
- Proficient in Microsoft Office (Outlook, Word and Excel)

Training / Education / Experience Qualifications:

- University/college degree is preferred
- 3-5 years business experience
- Commercial credit experience an asset
- Understanding of commercial insurance policies an asset
- Experience with insurance brokering network an asset

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