Bilingual Associate Account Manager
About The Position
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 $66 billion in assets. We are a multi-year Globe and Mail / Morneau Shapell 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 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
Requirements
- 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).
- University/college degree is preferred.
- 3-5 years business experience.
- Fully Bilingual in French and English both Verbal and Written.
Nice To Haves
- Commercial credit experience an asset.
- Understanding of commercial insurance policies an asset.
- Experience with insurance brokering network an asset.
- Understanding of various financial products an asset.
Responsibilities
- Supporting sales regions to achieve loan volume and revenue targets.
- Preparing and submitting new and renewing premium finance loans under a pre-defined volume threshold.
- Following up on renewals.
- Submitting loans for conversion.
- Assisting with credit and pricing requests.
- Providing excellent customer service to brokers via phone and email.
- 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.
- Provide customer service and assistance to brokers calling in and emailing with inquiries.
- Identify and manage existing high priority brokers.
- Manage overall pricing margins and broker profitability.
- Analyze broker profitability to help determine broker’s segment.
- Apply the appropriate credit risk and pricing analysis when assisting with underwriting requests.
- 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.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
