Insurance Portfolio Manager
4 days ago
TEEMA Solutions Group is seeking a highly skilled Insurance Portfolio Manager to join our team. As an Insurance Portfolio Manager, you will be responsible for front-facing client management, focusing on maintaining high standards of service excellence.
Key Responsibilities
• Promptly respond to calls, e-mails and mail in a courteous and professional manner, ensuring maintenance of TEEMA Solutions Group's high level of service.
• Create and execute new business workflows in partnership with account executives.
• Efficiently perform and implement the renewal process, including complete renewal reviews, making recommendations.
• Ensure that policy information is promptly and accurately entered into the policy management software system to streamline workflow and help your team.
• Review requests for Certificates of Insurance as required.
• Accurately handle change requests and ensure risk management is prioritized.
• Provide creative solutions for all accounts in your assigned portfolio- from simple to complex/large accounts- to meet the needs of the client.
• Act as a front-line underwriter by working closely with clients to assess their insurance needs, ensuring their qualifications and promoting sound business solutions.
• Assist clients with reporting claims and follow up in a timely manner to maintain the high quality service from our insurance partners.
• Manage accounts receivables as required to ensure timely payments.
• Work closely with account executives to identify additional lines of business and cross-sell opportunities for your shared portfolio.
• Provide back up coverage for the team as required.
Requirements
• RIBO licensed, with 5+ years of experience in the insurance industry required.
• Business Administration Degree would be an asset.
• Working towards CAIB or CIP designation is an asset.
• Computer savvy and proficient with the MS Office Suite of programs, especially Outlook, Excel & Word.
• A team player with a strong work ethic and excellent oral and written communication skills.
• Experience with PowerBroker and PolicyWorks would be an asset.
• Strong attention to detail including strong organizational skills and the ability to prioritize/manage workload under pressure with tight deadlines.
• Change resilient, autonomous worker with the ability to multitask and problem solve with confidence.
Benefits
• Company events
• Dental care
• Extended health care
• Paid time off
• RRSP match
• Schedule
• 8 hour shift
• Day shift
• Monday to Friday
• Ability to commute/relocate
• Stoney Creek, ON L8G 1C1: reliably commute or plan to relocate before starting work
-
Insurance Portfolio Manager
3 days ago
Ottawa, Ontario, Canada Zurich 56 Company Ltd Full timeJob OverviewZurich Canada, a leading insurance provider, is seeking a seasoned professional to manage our MGA portfolio. As a key member of our team, you will be responsible for overseeing the performance of our Managing General Agents (MGAs) and driving business growth through strategic relationship building and underwriting expertise.The ideal candidate...
-
Insurance Portfolio Manager
5 days ago
Ottawa, Ontario, Canada Zensurance Full timeJob OverviewThe Senior Renewals Broker will be responsible for working with existing clients to facilitate policy renewals and retain their business. This role requires excellent communication skills, attention to detail, and the ability to manage multiple clients simultaneously. If you're a driven and client-centered insurance professional, this could be...
-
Director, Portfolio Management
3 weeks ago
Ottawa, Ontario, Canada Definity Financial Corporation Full timeWhat can you expect in this role?The Director, PI Portfolio Management will play a fundamental role within the Personal Insurance Portfolio Management team to ensure that Economical, as a public company, will reach its Personal Insurance portfolio objectives and commitments to its investors.Reporting directly to the Assistant Vice-President, Portfolio...
-
Auto Insurance Portfolio Lead
6 days ago
Ottawa, Ontario, Canada Zurich Australian Insurance Ltd. Full timeAbout Zurich CanadaZurich Canada is part of the Zurich Insurance Group, a multi-line insurer with approximately 55,000 employees worldwide serving customers in global and local markets. We have been a leading insurance provider serving mid-sized and large companies, including multinational corporations, in the Canadian commercial market for 100 years. With...
-
Insurance Career
10 hours ago
Ottawa, Ontario, Canada All-Risks Insurance Brokers Limited Full time**About All-Risks Insurance Brokers Limited**We are a full-service insurance brokerage offering a wide range of property, casualty, life, health, and investment products and services to Ontario residents. Our company was founded in 1954 and incorporated in 1963.**Our Vision**We distinguish ourselves by providing personalized service in a friendly and...
-
Insurance Broker
13 hours ago
Ottawa, Ontario, Canada All-Risks Insurance Brokers Limited Full timeCompany DescriptionAll-Risks Insurance Brokers Limited is a full-service insurance brokerage offering a wide range of property, casualty, life, health, and investment products and services to Ontario residents. Founded in 1954 and incorporated in 1963, All-Risks distinguishes itself by providing personalized service in a friendly and courteous environment....
-
Portfolio Management Lead
7 days ago
Ottawa, Ontario, Canada Equitable Group Full timeAbout the Role:The Portfolio Management Lead will be a key member of the Commercial Credit team at Equitable Group. This role reports to the Senior Manager, CMHC Portfolio Management.Key Responsibilities:Establish and oversee procedures for managing the CMHC Portfolio, including Renewals, Assumptions, and Ad Hoc requests.Review and approve all aspects of...
-
Portfolio Manager
1 week ago
Ottawa, Ontario, Canada SE Health Full timeJoin us in re-imagining health care with the largest social enterprise in Canada. SE Health is leading a multi-year enterprise transformation project that leverages human-centered design to be at the forefront of innovation within the healthcare sector. As a leader in home care, we are expanding and enhancing our capabilities to provide personalized...
-
IT Portfolio Manager
12 hours ago
Ottawa, Ontario, Canada Bank of Montreal Full timeAbout the Role">">We are seeking an IT Portfolio Manager to join our team.">The successful candidate will have a strong background in IT portfolio management and leadership.">Responsibilities will include managing IT portfolios, leading cross-functional teams, and developing and delivering technology solutions that meet business needs.">We offer a...
-
Portfolio Manager
2 days ago
Ottawa, Ontario, Canada Q Wealth Partners Full timeJob Overview:Q Wealth Partners is a dynamic and forward-thinking firm seeking an exceptional Associate Portfolio Manager to join our team in a full-time hybrid role. This position involves delivering outstanding client experiences, supporting portfolio management processes, and contributing to impactful investment strategies.About the Role:- Develop and...
-
Commercial Mortgage Portfolio Manager
7 days ago
Ottawa, Ontario, Canada Equitable Group Full timeAbout the Role:The Commercial Mortgage Portfolio Manager plays a vital role in the Commercial Credit team at Equitable Group, reporting to the Senior Manager, CMHC Portfolio Management.Key Responsibilities:Manage the day-to-day operations of the CMHC Portfolio, including oversight of procedures for Renewals, Assumptions, and Ad Hoc requests.Lead a team of...
-
Insurance Account Manager
1 day ago
Ottawa, Ontario, Canada OTIP (Ontario Teachers Insurance Plan) Full timeWe're looking for a talented Insurance Account Manager to join our team. In this role, you'll be responsible for managing client relationships, identifying new business opportunities, and driving revenue growth.Your key responsibilities will include:Building and maintaining strong relationships with key accountsIdentifying upselling or cross-selling...
-
Insurance Industry Leader
4 days ago
Ottawa, Ontario, Canada OTIP (Ontario Teachers Insurance Plan) Full timeAbout Our Company\At OTIP, we believe that something special happens when employees feel valued for the work they do, supported as the people they are, and included in the very fabric of the organization. We put our people at the centre of everything we do.\We're looking for a talented Senior Account Manager to join our team and help us deliver superior...
-
Risk Management Coordinator
7 days ago
Ottawa, Ontario, Canada CAPREIT Apartments Full timeAbout the RoleThe Bilingual Claims Specialist will play a key part in supporting CAPREIT's Insurance Risk Management programs. This involves working closely with the team to manage claims administration and tenant insurance.Main ResponsibilitiesTrack all incoming tenant insurance as well as cancellation notificationsWork closely with Insurance Analyst to...
-
Financial Services Audit Manager
4 days ago
Ottawa, Ontario, Canada Manulife Insurance Malaysia Full timeJob DescriptionThe primary focus of this position is to work on internal audits within the North America General Account Group and the Wealth and Asset Management Segment of Manulife Financial. The General Account Group handles investment portfolios related to the insurance business, and the Wealth and Asset Management segment manages third-party...
-
Insurance Sales Professional
20 hours ago
Ottawa, Ontario, Canada Mitch Insurance Full timeAbout Mitch InsuranceWe're on a mission to change the way people feel about insurance, making it lovable. Our culture is built on unbreakable kindness, positivity, and inclusivity. We collaborate, innovate, and inspire each other to reach new heights, always doing the right thing for our clients and communities.What You'll DoAs an experienced Personal Lines...
-
Insurance Data Analytics Manager
5 days ago
Ottawa, Ontario, Canada Zensurance Full timeOverviewZensurance is a leading provider of insurance solutions, and our Insurance Analytics team is instrumental in driving business decisions. As a Commercial Lines Portfolio Analyst, you will be responsible for analyzing and improving the performance of our insurance products.Key ObjectivesDevelop and implement strategies to improve the performance of...
-
Product Portfolio Manager
3 weeks ago
Ottawa, Ontario, Canada Medavie Full timePosition Type:PermanentIf you're looking for a fulfilling career that can make a real difference in your life, and the lives of others, you've come to the right place.As a national health solutions partner, we put people first in everything we do - and that begins with our team of 8,000+ professionals who bring a cross-section of diverse life experiences and...
-
Trading Portfolio Manager
5 days ago
Ottawa, Ontario, Canada CI Financial Company Full time**About the Role:**We are seeking a skilled and experienced Middle Office Trading Associate to join our team at CI Financial Company. As a key member of our operations group, you will be responsible for providing daily trading operations support to our portfolio management teams.Main Responsibilities:Provide end-to-end trading operations support to all...
-
Portfolio Management Expert
4 hours ago
Ottawa, Ontario, Canada CMHC Full timeCompany OverviewAt CMHC, we strive to contribute to a well-functioning housing system. We foster collaboration, flexibility, and trust among our teams, aiming to make a meaningful difference in the lives of Canadians.Job DescriptionWe seek an experienced Portfolio Manager with a strong background in managing private market investments. As a key member of the...