Insurance Broker - Fleet Experience

City: Montreal , Quebec, Canada
Title: Insurance Broker - Fleet Experience
Employment Type: Permanent

Position Summary

Writes new business, renews, and maintains existing clients for both Personal and SRE lines; while building and fostering strong relationships with underwriters, clients, and office staff.

Full Time

Main Office Location

Experience & Required Designations:


Experience Required 4 to 5 Years

SRE Experience

Applied Epic knowledge an asset

Main Duties and Responsibilities:

  • Proactively manage assigned clients
  • Analyze client coverages, exposures, loss history to determine risk requirements
  • Liaise, and transact with underwriters and insurance company representatives.
  • Prepare and maintain up to date all needed documentation as part of insurance policy renewals, and new submissions
  • Proactively place, negotiate, and track renewals/submissions into the insurance market, including mid-term changes and endorsements
  • Ensure accurate processing and review of policy documentation: paper copies, digital downloads, emails, etc
  • Maintains ongoing licensing requirements
  • Provide exceptional and prompt service
  • Maintain professional relationships with underwriters, co-workers and clients
  • Other miscellaneous duties and special projects as required

Job Types: Full-time, Permanent

COVID-19 considerations:
We are observing and adhering to all COVID-19 Government Guidelines.

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