Purves Redmond Limited (PRL) is an independent Canadian firm, established in 1959. We are innovative and entrepreneurial insurance brokerage and employee benefits consulting firm, with offices in Toronto, Montréal, Vancouver and Calgary. We have an exciting opportunity in our growing Montréal office for a broker to work on some exciting accounts (strictly commercial broker).
Role Description
As a broker, a typical day might include the following:
- Providing superior client service and account management;
- Developing and communicating an understanding of a client’s business by conducting research and analyzing client’s operations;
- Assisting with client coverage questions, managing account concerns or issues encountered and successfully addressing small to complex problems in a timely manner;
- Interacting regularly with clients and underwriters and building relationships with professional counterparts at client and insurance company organizations;
- Compliance with company workflows including inputting new clients in the broker management system, maintaining proper records for reporting and auditing purposes and ensuring all client records are uploaded to our system;
- Reviewing all insurance documents to ensure they are current and for accuracy;
- Preparing key insurance documents, including Broker of Record letters, Underwriting Submissions, Quote Comparison Reviews, Pre and Post-Renewal Reports/Placemats, Binders, Policy Reviews (1 st reviews) and Summary of Insurance;
- Managing day-to-day aspects for designated accounts and conducting ensuing account management tasks including generating and coordinating calendars and timelines, liaising between internal senior professionals and business accounts, and representing the business to ensure superior client service and account management;
- Preparing renewal files for Client Executives 90+ days prior to renewal;
- Supporting market placement;
- Assisting with client proposals/reports, analysis and presentations as required;
- Reviewing and commenting on insurance contract sections and indemnity provisions.
This job might be right for you if you:
- Have a minimum of 5 years of insurance brokering experience;
- Possess a valid AMF License;
- Are committed to exceeding client service expectations;
- Can successfully manage the pressure of deadlines and multiple priorities;
- Are focused and motivated to execute your responsibilities in an efficient, accurate, complete and timely manner;
- Have attention to detail and excellent organizational, oral and written communication skills;
- Enjoy collaborating and working closely with teams.
If this opportunity is right for you, please submit your resume and cover letter by email tocareers@purvesredmond.comand reference the Job ID above. We would like to thank all applicants for their interest but only those selected for an interview will be contacted.
At PRL, we are an equal employment opportunity employer based on job-related skills and experience. If you require any accommodation during the hiring process or upon hire, please inform Human Resources and we will provide suitable accommodation that takes into account the applicant’s accessibility.