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Account Manager: Wide Format Print Equipment
Cansel, Montreal, QC
Who we are? Cansel helps clients capture, transform and manage data leading to increased field to finish efficiency and profitability. For more information, visit us at http://www.cansel.ca. Position Summary We are searching for a dedicated and experienced professional to join Cansel’s Sales Team in the Wide-format segment in Montréal.We are looking for someone with a good understanding of the wide format print market and the value of our equipment. Your role is to identify opportunities, solve problems and satisfy needs to ensure customer satisfaction and market growth through repeat business and business development. We need a bilingual Account Manager because the individual will serve both QC and Ontario provinces. In this role, you will... • Actively hunt for new business opportunities by identifying needs of new and existing customers, following trends in the Industry market, and discovering leads. This will include on-site demonstrations and cold-calling throughout your territory.• Manage existing customer account base through regular customer contact, monitoring, and development• Provide excellent customer service to key accounts, troubleshoot customer problems and offer post-sales support services• Meet all sales target performance indicators (KPIs)• Perform sales presentations and demonstrations• Participate in trade-shows, training events or other related events as requested and required• Provide reports to Vice President on your activity and new pipelines• Requires weekly to speak to customers in English and explain technical products including Wide Format Printer features and specifications. About you... • Bilingual FRENCH / ENGLISH.• Understandable English; Level of interaction in English is 40% of the time.• Solid technical experience in the wide format print industry is an asset.• An energetic, self-starter with an entrepreneurial spirit and passion for selling in a competitive market.• Experience in an outside sales role in relevant industries.• Experience recommending, presenting, and selling a number of products based on customer needs.• Self-motivation, flexibility, drive, and superb communication and computer skills are essential.• Willingness to spend 40-60% of time on the road (locally, but occasionally overnight) servicing and visiting customers across your territory.• Driving license in good standing.• Creative problem-solving skills and business savvy. Bonus points • Familiarity with Salesforce would be a bonus Why choose us? In addition to the strong growth culture of the company, Cansel offers:1- Competitive compensation package.2- Uncapped Commission incentives for the sales team.3- Flexible extended health and dental benefits program.4- Group Life, Short term Disability, Long Term Disability, AD&D, and Critical Illness Insurance5- Access to on-line pharmacy6- Company vehicle program for Sales Reps.7- Employee Referral Program.8- Book Club program (we will buy any book that you feel would be beneficial to assist in your professional development).9- Free access to our online courses database.10- Exclusive discount offers on shopping, sports, movies, travels and more through Perkopolis.11- Preferred rates on some gym memberships.12- Preferred rates on personal insurance.13- Generous long service reward program.Cansel is proud to be an equal opportunity employer and of the broad diversity of its employees. All qualified applicants will receive equal consideration for employment regardless of race, ethnicity, religion, gender, gender identity or expression, sexual orientation, disability, or age.
Account Manager - Survey & Geospatial Equipment - Dartmouth
Cansel, Dartmouth, NS
Who we are? Cansel helps clients capture, transform and manage data leading to increased field to finish efficiency and profitability. Position Summary Cansel is the largest Trimble re-seller in Canada. As one of Cansel’s Engineering Account Manager (sales), you will need hutzpah and drive to sell this equipment. You will be on the road at least one week per month. We are looking for someone who has experience as a surveyor or other Engineering/Surveying experience and sales training will be provided. In this role, you will... be following trends in the industry market and discovering leads.• Perform sales presentations, on-site demonstrations and cold calling throughout your territory.• Maintain existing customer/volume base through regular customer contact, monitoring, and development• Provide excellent customer service to key accounts• Meet all sales target performance indicators• Participate in trade-shows, training events or other related events as requested and required• Provide reports to Regional Sales Manager on activity and new pipelines About you... • Imperative that you have experience as a surveyor or in Survey and/or the Engineering (AEC) industry.• An energetic, self-starter with an entrepreneurial spirit and passion for selling in a competitive market• Experience recommending, presenting, and selling a number of products based on customer needs• Initiative, self-motivation, flexibility, drive, and superb communication and computer skills are essential• Willingness to spend 40-60% of time on the road (locally and occasionally overnight) servicing and visiting customers• Creative problem-solving skills and business savvy• Driving license in good standing Bonus points • Post-secondary degree/diploma in a relevant field (Construction/Survey/Civil Engineering and geomatics) or equivalent, or a combination of experience and training• Some experience in an outside sales role, preferably in the AEC Industries.• Familiarity with Salesforce or other CRMs. Why choose us? In addition to the strong growth culture of the company, Cansel offers:Competitive compensation package.Uncapped Commission incentives for the sales team.Flexible extended health and dental benefits program.Group Life, Short term Disability, Long Term Disability, AD&D, and Critical Illness InsuranceAccess to on-line pharmacyCompany vehicle program for Sales Reps.Employee Referral Program.Book Club program (we will buy any book that you feel would be beneficial to assist in your professional development).Free access to our online courses database.Exclusive discount offers on shopping, sports, movies, travels and more through Perkopolis.Preferred rates on some gym memberships.Preferred rates on personal insurance.Generous long service reward program.Participate in the Cansel Group of Companies Employee Share Ownership Plan after 1 year of employment.Cansel is proud to be an equal opportunity employer and of the broad diversity of its employees. All qualified applicants will receive equal consideration for employment regardless of race, ethnicity, religion, gender, gender identity or expression, sexual orientation, disability, or age.
Account Manager - Survey & Geospatial Equipment - SK / MB
Cansel, Winnipeg, MB
Who we are? Cansel helps clients capture, transform and manage data leading to increased field to finish efficiency and profitability. Position Summary Cansel is the largest Trimble re-seller in Canada. As one of Cansel’s Municipal, Utility & Forestry Account Manager (sales), you will need hutzpah and drive to sell this equipment. You will be on the road at least one week per month. We are looking for someone who has experience as a surveyor or other Engineering/Surveying experience and sales training will be provided. In this role, you will... be based in Winnipeg, Regina, or Saskatoonbe following trends in the industry market and discovering leads.• Perform sales presentations, on-site demonstrations and cold calling throughout your territory.• Maintain existing customer/volume base through regular customer contact, monitoring, and development• Provide excellent customer service to key accounts• Meet all sales target performance indicators• Participate in tradeshows, training events or other related events as requested and required• Provide reports to Regional Sales Manager on activity and new pipelines About you... • Imperative that you have experience as a surveyor or in Survey and/or the Engineering (AEC) industry.• An energetic, self-starter with an entrepreneurial spirit and passion for selling in a competitive market• Experience recommending, presenting, and selling a number of products based on customer needs• Initiative, self-motivation, flexibility, drive, and superb communication and computer skills are essential• Willingness to spend 40-60% of time on the road (locally and occasionally overnight) servicing and visiting customers• Creative problem-solving skills and business savvy• Driving license in good standing Bonus points • Post-secondary degree/diploma in a relevant field (Construction/Survey/Civil Engineering and geomatics) or equivalent, or a combination of experience and training• Some experience in an outside sales role, preferably in the AEC Industries.• Familiarity with Salesforce or other CRMs. Why choose us? In addition to the strong growth culture of the company, Cansel offers:-Competitive compensation package (Total Compensation CA95,000-110,000)-Uncapped Commission incentives for the sales team.-Flexible extended health and dental benefits program.-Group Life, Short term Disability, Long Term Disability, AD&D, and Critical Illness Insurance-Access to on-line pharmacy-Company vehicle program for Sales Reps.-Employee Referral Program.-Book Club program (we will buy any book that you feel would be beneficial to assist in your professional development).-Free access to our online courses database.-Exclusive discount offers on shopping, sports, movies, travels and more through Perkopolis.-Preferred rates on some gym memberships.-Preferred rates on personal insurance.-Generous long service reward program.-You may participate in the Employee Share Ownership Program after one year of employmentCansel is proud to be an equal opportunity employer and of the broad diversity of its employees. All qualified applicants will receive equal consideration for employment regardless of race, ethnicity, religion, gender, gender identity or expression, sexual orientation, disability, or age.
New Business Associate - BMO Insurance
BMO, Toronto, ON
Application Deadline: 04/24/2024Address:60 Yonge StreetThe New Business Associate is accountable to provide excellent customer service by processing all aspects of life insurance applications from case set-up to policy contract issue and settlement, within established service standards. Producing high quality work is essential to this position. This position is the first line of customer service for BMO Insurance. The incumbent must display a strong sense of professionalism as well as superior customer service skills to ensure the best possible experience for our clients.Accountabilities Customer Service Process life insurance applications for Advisor distribution channel in an efficient manner to meet service level standards for New BusinessIssue and settle policy contracts in an efficient manner to meet service and quality level standardsAddress customer services issues according to established parameters, escalating as required to the Manager, New Business for resolution. Demonstrate sound judgement in the handling of customer interactions and appropriate escalation to managementUnderstand and follow established policies and procedures in the processing of new business applications, issuing and settling of policy contractsExhibit a strong sense of partnership with internal and external customers and commitment to service, and carry out functions with an extremely high sense of urgencyInvestigate and resolve inquiries from the field and other team members related to specific casesCollaborate with Underwriting and Underwriting Support staff to exchange information and facilitate an efficient decision by the underwriterEffectively communicate with Case Coordinators to obtain any outstanding requirementsProvide accurate and professional service to our customers and MGAs/Advisors, performing but not limited to the following activities:Answering advisor inquiries to provide accurate information about BMO Life Assurance applicationsRun policy illustrations to verify premium calculations are correct Liaise with internal departments to ensure the accurate and timely exchange of informationPerforming simple and complex New Business administrative tasks, as required for the processing of insurance applicationsManaging time sensitive financial transactions which requires understanding of market timing and the impact of backdatingUnderstanding the impact of the movement of money within the organization as it relates to GAAP and AML guidelines to meet OSFI audit requirements Risk Management Adhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activitiesAccuracy and timeliness of the work completed by this role is critical to BMO Life Insurance's reputational risk Required Skills Strong customer service orientationAbility to effectively multi-taskAbility to handle high pressure situations with very tight turnaround requirementsExcellent organization skillsProductivity focused: Able to consistently process a high volume of tasks dailyAbility to make sound transactional decisions in accordance with policies and directivesProficient with Microsoft Office (Word, Excel) Required Knowledge High school diplomaUniversity/College graduates preferredExcellent English - Written and Oral Communication skills requiredFluently Bilingual in French would be an asset but not requiredCompletion of introductory LOMA courses (LOMA 1 and 2) preferredWorking knowledge of life insurance products, particularly Universal Life, Traditional Life and Critical Illness product features, and channels1-2 years' experience in Life Insurance; New Business or Customer Service area preferredPrevious experience with systems used to administer cases would be an asset (including: INGENIUM, WinRisk, Work Management and Digital Library FileNet)Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Broker- Financial Services Group
Aon, Vancouver, BC
Financial Services Group Broker Are you curious by nature? Interested in news, finance and the economy? Make a difference for a customer drives you? Do you like being part of THE team in the market? If so, this opportunity is for you! This is a hybrid position with the ability to work both virtually and from one of our Western Region Aon offices. This according to the national Smart Working policy. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like Analyze client's specific risk exposure and detail coverage requirements Prepare and present marketing proposals for renewals and new business Negotiate with underwriters to establish the best conditions in terms of premiums and coverage Follow up with the insurer to confirm that the conditions of the negotiated contract are respected Approve documentation for new contracts, policy changes, additions, deletions and renewals Build contacts and maintain relationships within the underwriting community with the goal of obtaining the best premiums and coverage for Aon customers Participate in client and prospect meetings Other related tasks as needed How this opportunity is different As a broker, you will have the chance to be part of a national team that will help you grow through training and support. You will work closely with account managers as an expert advisor. Your work will have a significant impact in the client's risk transfer strategy more specifically in relation to their executive risks which includes liability of directors’ and officers’ liability, fiduciary liability (pension plan ), employment practices liability and fidelity insurance Skills and experience that will lead to success Minimum 2 years of experience and knowledge in insurance, an asset The commercial damage insurance broker's license or intention to obtain it within a period of 6 months Strong written and verbal communication skills A financial or legal background is a major asset How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on [email protected] Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Dependent on regional requirements, please include specific benefits where applicable and relevant accommodation criteria and enhanced equal opportunities statement #LI-LK1 2540867
Account Manager - Subsurface Technologies Equipment & Survey/Construction Supplies - Montreal
Cansel, Montreal, QC
Who we are? Cansel Helps clients capture, transform and manage data leading to increased field to finish efficiency and profitability. Position Summary Cansel is currently seeking an Account Manager on our Subsurface Technologies team (pipe locating & camera inspection) in Montreal.You will be responsible for consulting and selling Radiodetection & Pearpoint equipment, pin finders, laser levels & survey/construction consumable supplies (prisms, tripods, safety vests, marking paint, flagging, etc.) to our potential and existing customers, in the utility, municipal, contractors, land surveyors, engineers, construction & mining segments. One of your key goals will be to help ensure your customers growth & success.Your time will be spent conducting face to face client meetings and performing site demos within your territory to your named accounts and prospecting for new ones. You will also be using your time to sell consumables through outbound telephone calls & e-mail. In this role, you will... Strategic Sales:• Research and probe to gain a good understanding of customer’s needs and make product and service recommendations.• Conduct outbound telephone sales and correspond through e-mail• Conduct outside calls and Demonstrations to potential and existing customers• Participate in strategic account sales programs• Understand, position, and sell the full consumable portfolio of Cansel offerings (cross-selling)Business Development:• Perform sales business development from an existing customer portfolio• Explore new growth opportunities to meet or exceed revenue targets• Manage existing accounts and achieve forecasted revenue targets• Work closely with the Remote Sales Manager and Territory Sales Team to identify opportunities and engage the appropriate resources to develop them• Work with the Sales Team on campaign-based projects• You will be part of the named accounts team collaborating with our Customer Service Team and Outside Sales Professionals• Maintain excellent customer service relations and activity records in Salesforce (CRM) About you... As a member of the Cansel Sales Team, the Account Manager should possess the following qualifications to be successful:• Experience with Pipe & Cable Locating and or Camera Inspection• Strong desire & genuine interest in our customers’ business• Strong customer service, interpersonal communication, & telephone skills• Strong ambition to meet and exceed revenue targets• Ability to foster strong workplace relationships to create a positive work environment• Able to travel within your territory & do overnight sales trips when required• An energetic, initiative-taking individual able to work within a team environment and possesses the ability to work with minimal supervision• Ability to multi-task and prioritize work activities appropriately while remaining calm and upbeat in and at times fast paced• Have good time management skills Bonus points • Field experience in general underground infrastructure• Mechanical aptitude• Knowledge of computer information systems, including Salesforce, Microsoft Office, or similar systems• Previous Sales or Customer Service Experience an asset Why choose us? In addition to the strong growth culture of the company, Cansel offers:1. Competitive compensation package.2. Uncapped Commission incentives for the sales team.3. Flexible extended health and dental benefits program.4. Group Life, Short term Disability, Long Term Disability, AD&D, and Critical Illness Insurance5. Access to Virtual Medical Care6. Access to Virtual Mental Health Services7. Employee Assistance Program (EAP)8. Access to on-line pharmacy9. Employee Share Ownership Plan10. Company vehicle program for Sales Reps.11. Peer to Peer Recognition Program12. Employee Referral Program.13. Book Club program (we will buy any book that you feel would be beneficial to assist in your professional development).14. Exclusive discount offers on shopping, sports, movies, travels and more through Perkopolis.15. Preferred rates on some gym memberships.16. Generous long service reward program.17. Access to Luxury Corporate vacation properties18. Scholarship Program for Employee’s Children19. Corporate Fundraising events
Bilingual Corporate Counsel
Aon, Toronto, ON
Aon is looking for a Bilingual Corporate Counsel – Montréal, Toronto As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our In-house Legal team. You will be providing legal support to all lines of business within Aon Canada and can be based out of our Montréal or Toronto offices.Aon is in the business of better decisionsAt Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.What the day will look likeEstablish and cultivate relationships with stakeholders in the business;Assist the business, performing contract reviews and drafting;Negotiate, draft, assess and manage commercial contracts and a wide variety of commercial documents;Provide advice on current and new projects, products and services;Establish strong working relationships internally with peers on the local and global legal and compliance teams to collaborate and partner on issues;Manage relationships with external counsels;Assist and support with licensing and regulatory matters;Review contract templates, policies and procedures;Participate in the development and presentation of internal legal training for business colleagues;Provide general legal advice and guidance on a wide range of legal matters to support the business; andAct as a role model for the behaviours defined by the Aon Leadership Model.How this opportunity is differentAs a Corporate Counsel, you will report directly to our Deputy Chief Counsel, Canada. In this position, we’re seeking a high energy professional who is creative and intelligent with a taste for coordination and organization in a fast-paced environment. We are looking for a team player, with a sense of humor who is skilled at operational efficiencies, managing business relationships, developing best practices while getting things done.Skills and experience that will lead to success:Minimum 5-8 years of relevant corporate/commercial post-call experience gained in a upper tier law firm and/or in-house legal department in an insurance or professional consulting services firm and/or a related field such as banking or financial services;Detail and results-orientated; able to work independently on a variety of projects, able to balance multiple priorities in a fast-paced; high pressure environment and meet project deadlines;Strong organizational, planning and time management skills;Demonstrated problem-solving and analytical skills in developing solutions for complex business issues;Ability to work within a team with a heightened sense of responsibility and initiative;Proven client relationship management skills; ability to partner and establish yourself as a trusted advisor with the business;Strong attention to detail with the operate with minimal supervision, working with accuracy and reliability;Strong technical expertise and the proven ability to remain current with respect to trends in the market, and stay current on changes to the applicable law provincially and federally;Sensitive to issues of confidentiality and ability to use discretion as warranted;Excellent interpersonal and communications skills (verbal and written), ability to clearly articulate ideas and information and effective stakeholder engagement skills;Embraces entrepreneurial and creative spirit in work; forward-thinking, progressive, energetic and disciplined;High level of composure, ability to demonstrate sound judgment, tact and diplomacy required to deal with senior level contacts; andBilingualism would be considered an asset (English/French)P.Preferred Experience:Would be considered an asset for someone to have previous experience working with legal matters within the insurance industry from working directly with a large insurance carrier, insurance broker and/or a legal firm that specializes in insurance law.Education:Bachelors of Law or Juris Doctor Degree required, with a membership in good standing with a Canadian Bar Association; andCommitment to professional development.If available, please submit a copy of your resume in both French and English.How we support our colleaguesIn addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected]. #LI-DR1#LI-HYBRID  2541212
Assistant Branch Manager
Equest, Burnaby, BC
Assistant Branch ManagerMetrotown Mall, BC, 4820 Kingsway #252, Burnaby, British Columbia, Canada Req #2923Monday, April 22, 2024We're searching for an Assistant Branch Manager. Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a new opportunity for an Assistant Branch Manager at our Metrotown Mall office in Burnaby, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their insurance industry knowledge and experience.Expected Compensation: The expected hourly hiring range for this role is $ 29.60 to $37.00 , with a 35 hour work week. Your rate of pay will be determined based on your individual qualifications and experience, while considering internal equity.Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers . Financial assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and conferences . Discover what's possible, with Westland. The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As an Assistant Branch Manager, you're a collaborative sales leader with a genuine passion for the client experience and your team members. You're responsible for the promotion, sales and service of all insurance products. Inspire, guide, and support your team to achieve the goals of our clients, company, and team members, while leveraging your insurance expertise.Interested in learning more? Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to own your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds Total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Amplifying Communities Program to support causes that matter most t o our employees Why we'll love You: • Deliver results by driving effective routines that optimize team and individual performance• Create an amazing culture where everyone can develop, grow, and belong• Forge long-term authentic, client-first relationships• Share your knowledge of personal lines and auto insurance products.• You're an expert at mastering time, multiple tasks, and priorities• At least three years' industry experience• Insurance broker Level 2 license• Bonus! Accredited CAIB and/or CIP and a post-secondary degree/diploma Once here, you'll: • Support the Branch Manager by leading, mentoring and inspiring team members• Guide and support sales agents to attain expected targets and continuously monitor branch reports for key performance indicators• Seek opportunities to pursue new business and additional product sales Want to get to know each other better? Send your resume our way. You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] Now Metrotown Mall, BC, 4820 Kingsway #252, Burnaby, British Columbia, Canada
Administrative Assistant
Equest, Lethbridge, AB
Administrative AssistantLethbridge, AB, 1201 - 3rd Avenue S, Lethbridge, Alberta, Canada Req #2903Monday, April 22, 2024We're searching for an Administrative Assistant. Are you searching for new possibilities?Westland Insurance Group is growing and has an exciting opportunity for an Administrative Assistant in our Lethbridge, AB office. As an Administrative Assistant, you're a dynamic professional with a willingness to learn and take initiative. You are looking for real, hands-on experience to help build and establish a growing organization.Discover what's possible, with Westland.The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of clients, communities, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.Interested in learning more?Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to own your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds A total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: You're a people person with an Inviting personality, making you the ideal person to welcome clients Always think customer first, responding to internal/external clients in a timely & professional manner Keen eye for detail with exceptional organizational skills and the ability to juggle multiple priorities Proficient in MS Office environments with previous experience in an insurance brokerage as a processor or broker Bonus: Working towards Insurance Broker Level 1 license Once here, you'll: Ensure quality service and professionalism at every customer interaction Provide a broad range of administrative and general support while maintaining the overall flow of the office Thrive in a fast-paced environment where you tackle tasks seamlessly such as processing payments, drafting documentation, and event planning Want to get to know each other better? Send your resume our way. You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Lethbridge, AB, 1201 - 3rd Avenue S, Lethbridge, Alberta, Canada
Senior Onboarding and Integration Advisor Insurance
National Bank, Montreal, QC
A career as a Senior Onboarding Advisor at National Bank Insurance means acting as a person for new brokers at the National Bank Insurance Firm. In addition, you will have to take ownership of the various business processes in the world of Insurance brokerage, take charge of the delivery of certain initiatives and represent the sector in various projects of the Bank. It will be through your influence, your advisory role with senior management, your power to act as well as your experience in life and health insurance that you will stand out in your role. Your role Ensure the integration of new advisors into the National Bank Insurance Firm Offer ongoing support to new advisors as soon as they arrive and help optimize their reception within the organization Participate in the development and training of brokers in advisory approaches to the Bank's clients and our referral networks Take charge of files and follow up closely with insurers and internal and external partners Establish and maintain partnerships with various internal and external stakeholders Act as an expert user of our CRM and insurance contract management applications Travel occasionally in the province of Quebec (National Capital, Laurentians, Eastern Townships, Laval) 5 to 6 times a year. Your team Join the NBIF (National Bank Insurance Firm) Operations & Projects team of dedicated specialists who play a major role in customer satisfaction. You will report to a Senior Director. Our team values everyone's passions and bold ideas, whether it's to help our clients achieve their goals or your colleagues reach their full potential. We know that we can count on our colleagues to share knowledge and help each other. Prerequisites Hold a bachelor's degree related to the industry or equivalent and have a few years’ experience Hold the Life and Health Insurance Representative Certificate Have a good knowledge of the financial services brokerage industry Have experience in life and health insurance Speak French and English as the sector serves both Francophone and Anglophone clients. Preferred Skills Knowledge of the banking environment Strong interpersonal and communication skills Excellent customer service skills Ability to analyze and synthesize. Your benefitsIn addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinicThese are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We're putting people firstWe're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?Come live your ambitions with us!
Administrative Assistant (Part-time)
Equest, Virden, MB
Administrative Assistant (Part-time)Virden, MB, 322 7 Ave S, Virden, Manitoba, Canada Req #2921Thursday, April 25, 2024We're searching for an Administrative Assistant (Part-time). Are you searching for new possibilities?Westland Insurance Group Ltd has an exciting new opportunity for an Administrative Assistant at our Virden, MB location. This is an exciting opportunity to work for our newly acquired Andrew Agencies team. Discover what's possible, with Westland. The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of clients, communities, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As an Administrative Assistant, you're a dynamic professional with a willingness to learn and take initiative. You are looking for real, hands-on experience to help build and establish a growing organization.Interested in learning more? Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to drive your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds A total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: You're a people person with an Inviting personality, making you the ideal person to welcome clients Always think customer first, responding to internal/external clients in a timely & professional manner Keen eye for detail with exceptional organizational skills and the ability to juggle multiple priorities Proficient in MS Office environments Bonus! Previous experience in an insurance brokerage as a processor or broker Once here, you'll: Ensure quality service and professionalism at every customer interaction Provide a broad range of administrative and general support while maintaining the overall flow of the office Thrive in a fast-paced environment where you tackle tasks seamlessly such as processing payments, drafting documentation, renewal letters and filing documents Want to get to know each other better? Send your resume our way. You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] Now Virden, MB, 322 7 Ave S, Virden, Manitoba, Canada
Commercial Insurance Administrative Assistant
Impact Recruitment, Vancouver, BC
We are seeking 2 highly organized Commercial Insurance Administrative Assistants who can manage workflow for a busy Insurance office. This is a busy Administration role supporting a high performing team. ABOUT OUR CLIENT Our client is a Vancouver-based insurance brokerage, focused on providing risk and insurance services to companies in the real estate industry. They work closely with their clients and network to find inventive and efficient solutions. ABOUT THE OPPORTUNITYThe Administrative Assistant will support and manage workflow for this busy insurance office. Reviewing requests, and drafting bonds, ensuring all approvals are obtained are just some of the daily responsibilities. General office management, client interaction and managing payments are also included in the day-to-day. ABOUT THE POSITIONManages client lists and tracks account information.Issues renewal and certificate paperwork. Manages client database files. Tracks renewals and invoicing. Data entry. Document preparation. Drafting policies. Communicates with external vendors. Obtains appropriate approvals. Provides exceptional customer service. Invoicing and taking payments. Responding to general client queries.Participates in client meetings. General administration duties as assigned. THE REQUIREMENTS Post secondary education. 3+ years of administration experience. 1+ year of experience in commercial insurance. Level One Insurance License.Highly detailed, strong organization skills. Intermediate computer skills must be technologically savvy and able to learn new systems with ease. Prior experience working with contracts is an asset. Must have exceptional customer service skills. Strong financial acumen is an asset. Proven ability to meet deadlines and work under pressure.Willingness to learn. COMPENSATIONAnnual salary $50,000 - $60,000 depending on experience. Competitive benefits and vacation. Discretionary bonus. Professional development. Monthly employee events. HOW TO APPLYPlease apply directly to this posting with the most recent version of your resume. If you would like to speak with us regarding this position, please contact Lauren Tokawa at:604 689 8687 ext. 227 or email [email protected]. To learn more about our open positions, visit us at impactrecruitment.ca. Looking for a job NOW? Sign up for AmbiMi (Impact Recruitment’s sister company) to find a job today: https://www.ambimi.com/become-a-professional ABOUT IMPACT RECRUITMENTSpecializing in a wide variety of industries and recruitment verticals, Impact Recruitment is passionate about matching exceptional talent with exciting new opportunities. For job seekers, we offer a dedicated approach to finding the right opportunity for your career growth.The Certified Candidate system by Impact Recruitment is designed to ensure your next career move is the right one. We take the time to thoroughly understand your technical abilities, your career goals, and you. Become a Certified Candidate and enjoy a better recruitment experience with Impact. Learn more at impactrecruitment.ca. Privacy and confidentiality are important to us; as such all applications are kept strictly confidential. We will not share your information with anyone without your prior approval. While we will only be considering qualified applicants for this position, if you are interested in pursuing an alternate career path, we would certainly be happy to speak with you about opportunities that fit your profile.
Assistant Branch Manager
Equest, Fort St. John, BC
Assistant Branch ManagerFort St John, BC, 9920 107th Ave, Fort St John, British Columbia, Canada Req #2677Monday, April 29, 2024We're searching for an Assistant Branch Manager . Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a new opportunity for an Assistant Branch Manager in Fort St. John , BC . Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their insurance industry knowledge and experience.Expected Compensation: The expected hourly hiring range for this role is $29.60 to $37.00 , with a 37.5 hour work week. Your rate of pay will be determined based on your individual qualifications and experience, while considering internal equity.Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers. Financial assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and conferences.Discover what's possible, with Westland.The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As an Assistant Branch Manager , you're a collaborative sales leader with a genuine passion for the client experience and your team members. You're responsible for the promotion, sales and service of all insurance products. Inspire, guide, and support your team to achieve the goals of our clients, company, and team members, while leveraging your insurance expertise .Interested in learning more?Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to own your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds Total rewards program that takes care of your financial, physical, and mental health Amplifying Communities, a program to support causes that matter most to our employees Flexible paid Values Days to celebrate days important to you Amplifying Communities Program to support causes that matter most to our employees Why we'll love You: Deliver results by driving effective routines that optimize team and individual performance Create an amazing culture where everyone can develop, grow, and belong Forge long-term authentic, client-first relationships Share your knowledge of personal lines and auto insurance products. You're an expert at mastering time, multiple tasks, and priorities At least three years' industry experience Insurance broker Level 2 license Bonus! Accredited CAIB and/or CIP and a post-secondary degree/diploma Once here, you'll : Support the Branch Manager by leading, mentoring and inspiring team members Guide and support sales agents to attain expected targets and continuously monitor branch reports for key performance indicators Seek opportunities to pursue new business and additional product sales Want to get to know each other better? Send your resume our way.You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Fort St John, BC, 9920 107th Ave, Fort St John, British Columbia, Canada
Senior Commercial P&C Underwriter
Impact Recruitment, Toronto, ON
Join a fast-growing MGA with an unstoppable client following! We are seeking a Senior Commercial P&C Underwriter, with a fully remote option available. Apply directly or reach out for a confidential discussion with MinJae at 236-427-4932 or [email protected]. ABOUT OUR CLIENT Our client is a Canadian Managing General Agent (MGA) insurance company specializing in customized property and casualty insurance solutions. They deliver comprehensive coverage across diverse sectors such as commercial, construction, hospitality, professional liability, cyber, and more. They have market presence in Canada and US, operate binders out of UK, Lloyd's market. ABOUT THE OPPORTUNITY This Senior Commercial P&C Underwriter is responsible for operating within defined guidelines and service standards, manages commercial property and casualty policies to contribute to the profitability of the business portfolio. You will be responsible for developing long term relationships with the extensive network of brokers across Canada, underwrite various risks including niche and specialized risks . ABOUT THE POSITION Quoting, negotiation, and approval of new business, renewals, and endorsements. Collaborate with assigned brokers to align with regional commercial business goals (profitability, growth, retention, service). Assess risks within designated authority thresholds and in accordance with company underwriting standards. Provide technical instruction, mentoring, and growth assistance as necessary. Fulfill additional duties as assigned. THE REQUIREMENTS Minimum 5 years of commercial underwriting experience Previous experience working at an MGA Expertise in Lloyd's market A deep understanding of a wide range of commercial lines of business Experience in property and casualty underwriting for hospitality, contractors, or wholesale Proactive, independent, entrepreneurial character Strong decision-making and negotiation skills COMPENSATION $100,000 - $120,000 base salary negotiable depending on experience plus target bonus Comprehensive benefits package RRSP match, pension plan Education assistance program Fully remote option within Canada HOW TO APPLY Please apply directly to this posting with the most recent version of your resume. If you would like to speak with us regarding this position, please contact MinJae Park at: 236-427-4932 or email [email protected]. To learn more about our open positions, visit us at impactrecruitment.ca. ABOUT IMPACT RECRUITMENT Specializing in a wide variety of industries and recruitment verticals, Impact Recruitment is passionate about matching exceptional talent with exciting new opportunities across Canada. For job seekers, we offer a dedicated approach to finding the right opportunity for your career growth. The Certified Candidate system by Impact Recruitment is designed to ensure your next career move is the right one. We take the time to thoroughly understand your technical abilities, your career goals, and you. Become a Certified Candidate and enjoy a better recruitment experience with Impact. Learn more at impactrecruitment.ca. Privacy and confidentiality are important to us; as such all applications are kept strictly confidential. We will not share your information with anyone without your prior approval. While we will only be considering qualified applicants for this position, if you are interested in pursuing an alternate career path, we would certainly be happy to speak with you about opportunities that fit your profile. IMP07
Assistant Branch Manager
Equest, Cranbrook, BC
Assistant Branch ManagerCranbrook (Cranbrook Street), BC, 1317 Cranbrook Street N, Cranbrook, British Columbia, Canada Req #2972Thursday, May 2, 2024We're searching for an Assistant Branch Manager . Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a new opportunity for an Assistant Branch Manager at our Cranbrook Street office in Cranbrook, BC . Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their insurance industry knowledge and experience.Expected Compensation: The expected hourly hiring range for this role is $29.60 to $37.00 , with a 37.5 hour work week. Your rate of pay will be determined based on your individual qualifications and experience, while considering internal equity.Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers. Financial assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and conferences.Discover what's possible, with Westland.The Westland story is all about growth, and that means plenty of possibility for everyone on our team. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As an Assistant Branch Manager , you're a collaborative sales leader with a genuine passion for the client experience and your team members. You're responsible for the promotion, sales and service of all insurance products. Inspire, guide, and support your team to achieve the goals of our clients, company, and team members, while leveraging your insurance expertise .Interested in learning more?Why you'll love Westland: An open, flexible and welcoming workplace Plenty of opportunities to grow and learn Autonomy to own your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds Total rewards program that takes care of your financial, physical, and mental health Amplifying Communities, a program to support causes that matter most to our employees Flexible paid Values Days to celebrate days important to you Amplifying Communities Program to support causes that matter most to our employees Why we'll love You: Deliver results by driving effective routines that optimize team and individual performance Create an amazing culture where everyone can develop, grow, and belong Forge long-term authentic, client-first relationships Share your knowledge of personal lines and auto insurance products. You're an expert at mastering time, multiple tasks, and priorities At least three years' industry experience Insurance broker Level 2 license Bonus! Accredited CAIB and/or CIP and a post-secondary degree/diploma Once here, you'll : Support the Branch Manager by leading, mentoring and inspiring team members Guide and support sales agents to attain expected targets and continuously monitor branch reports for key performance indicators Seek opportunities to pursue new business and additional product sales Want to get to know each other better? Send your resume our way.You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Salary Apply Now Cranbrook (Cranbrook Street), BC, 1317 Cranbrook Street N, Cranbrook, British Columbia, Canada
Administrative Assistant (contract)
Equest, Burlington, ON
Administrative Assistant (contract)Burlington Downtown, ON, 574 Brant St, Burlington, Ontario, Canada Req #2967Thursday, May 2, 2024We're searching for an Administrative Assistant (contract). Are you searching for new possibilities?Westland Insurance Group Ltd has an exciting new opportunity for an Administrative Assistant in our downtown Burlington, ON location. This is an exciting opportunity for an individual with excellent communication and organizational skills.Discover what's possible, with Westland.The Westland story is all about growth, and that means plenty of possibilities for everyone on our team. Every day, Westland proves that building a great business means taking care of clients, communities, and each other with equal commitment. As we continue to open new doors, we're inviting amazing people like you to join us.As an Administrative Assistant , you're a dynamic professional with a willingness to learn and take initiative. You are looking for real, hands-on experience to help build and establish a growing organization.Interested in learning more?Why you'll love Westland: An open, flexible, and welcoming workplace Plenty of opportunities to grow and learn Autonomy to drive your own success Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds A total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients Why we'll love You: You're a people person with an Inviting personality, making you the ideal person to welcome clients Always think customer first, responding to internal/external clients in a timely & professional manner Keen eye for detail with exceptional organizational skills and the ability to juggle multiple priorities Proficient in MS Office environments with previous experience in an insurance brokerage as processor or broker Once here, you'll: Ensure quality service and professionalism at every customer interaction Provide a broad range of administrative and general support while maintaining the overall flow of the office Thrive in a fast-paced environment where you tackle tasks seamlessly such as processing payments, drafting documentation, and event planning Want to get to know each other better? Send your resume our way.You belong here We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose driven, and open-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation.At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process.If you require a disability -related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] details Job Family Active Jobs and Positions Pay Type Hourly Apply Now Burlington Downtown, ON, 574 Brant St, Burlington, Ontario, Canada
Intermediate Operations Corporate Lending Specialist specializing in Lending Services, Corporate Credit LoanIQ- BNSJP00033877
S.i. Systems, Toronto, ON
GWO / Lending Services, Corporate CreditLocation Address: 150 King Street W (hybrid 3 days a week in office - Monday Wednesday Thursday)Contract Duration: 6 MonthsStory Behind the NeedBusiness group: The Lending Services team supports the bank’s US trading interactions. The Lending Services team works closely with front office traders to process loans/credits and works alongside internal The bank's teams to complete the transaction processingThe Project: The successful candidate will be responsible for providing, and if directed leading a team of deal analyst in delivering, quality administrative services to Corporate Clients relative to the set up and maintenance of credit facilities generated by GBM and other Bank units wherein the Bank is an agent, participant lender or direct lender in a credit facility. The successful candidate is responsible for the accuracy and integrity of data, accounting reconciliation and record keeping aspects of the deals, facilities, and loans assigned to them ensuring specific individual goals, plans, and initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. The incumbent will be responsible, as directed, for supervising a team of deal analyst and working with the Manager/ other Deal Assistant Managers.Responsibilities:•Leads and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.•As directed, managing a team deal analyst and assist in the overall deal closing process when the Bank is an agent, direct lender or participant lender. •Administers instructions by Agents on participations and customers on direct and agented deals including verification of limit availability, accuracy of calculations and disbursement/application of funds. •Ensuring that terms and conditions of authorizations and/or loan documentation are being adhered to including pricing, term, limits etc.•Communicating effectively with various contacts including other Banks to resolve issues on a timely basis.•Recognizing and bringing exceptions to policies and procedures to the attention of Manager/Senior Manager/Director for further guidance and resolution.•Developing a solid knowledge of loan platform, Loan IQ to ensure accuracy of posting accounting entries to source system and business line dissemination. .•Assist Manager, Senior Manager and Director in various team-related tasks, resolution of exception items as well as special project-related work•Oversee and monitor team productivity, staffing and work volume information and report to Manager/Senior Manager on a weekly basis. •Provide guidance and coaching to immediate team staff.•Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.•Creates an environment in which his/her team pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.•Builds a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment; communicating vison/values/business strategy and managing succession and development planning for the team. Must Have Skills:• 8+ years experience working in GWO / Lending Services, Corporate Credit• Prior Team Lead/Management experience• Expertise with LoanIQ (particularly with the Set Up function for new deals)• Familiar with the Loan Syndication process and the various deal types (Agency, Bilateral, Participant)• Prior experience working with Credit Agreements & Terms and ConditionsNice to Have Skills•Solid working knowledge with MS Suite - Excel, Word, Power Point etc.,Best vs Average: The ideal candidate would have prior experience managing direct reports and bring a level of expertise regarding the Corporate Loan Syndication process. As well as having experience with setting up deals within LoanIQEducation:• University degree in relevant field Apply
Vice-President Strategic Field Underwriting, BMO Private Wealth
BMO, Montreal, QC
Application Deadline: 06/06/2024Address: 1501 McGill College AvenueJob Family Group:Customer SolutionsAssesses the underwriting risk associated with new and existing in-force applications for BMO Life Assurance insurance policies, including financial risk, medical risk, target market risk and other identified risks, in relation to the company's underwriting principles, directives & guidelines. Decides whether to issue the policy as requested, to modify, or to reject the policy. Outlines the terms of an acceptable policy and determines the rates or premiums.Provides strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Acts as the prime subject matter expert for internal/external stakeholders.Defines business requirements for analytics & reporting to ensure data insights inform business decision making.Designs and produces regular and ad-hoc reports, and dashboards.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Leads the development of the communication strategy focusing on positively influencing or changing behaviour.Resolves escalated complaint and reconsideration requests.Implements approved continuous improvement for content and underwriting rules.Coordinates internal medical information bureau auditsActs as a subject matter expert for insurance underwriting.Provides expert opinion regarding application contents (including all Underwriting risk selection forms).Reviews non contestable claims and liaises with claims to see trends and determines if changes need to be made.Reviews possible rescind investigations.Oversees the design, development, and implementation of tools and training required to deliver business results.Provides underwriting expertise and support on complex cases - and working towards expertise on underwriting of all products/ distribution channels.Leads/participates in the design, implementation and management of core business/group processes.Follows the underwriting principles, directives, guidelines & manuals to assess the underwriting risk for New Business applications, Policy Changes for various product lines and distribution channels (Agency, Direct, and Group) including gathering information and reports, identifying and requesting missing information, studying various insurance proposals to determine purpose and insurability, liaising with specialists to understand risk factors, applying financial assessment for each policy.Identifies, submits and accepts (if applicable) facultative reinsurance.Calculates appropriate rating and decides whether the risk should be shared with a re-insurer and negotiates reinsurance agreements on individual cases as required.Decisions the insurance policy and specifies any additional conditions to be imposed based on the overall underwriting risk assessment.Prepares documentation and ensures that all systems are updated according to established policies and procedures.Maintains excellent reinsurance relationships in the discussion of individual case management and requirements.Reviews special underwriting requests or rating reconsiderations for MGAs and brokers and negotiates terms as required for specific business (within authority limits).Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Expert knowledge of insurance products, contracts and benefit plans (all individual, disability and group products).ALU II - working towards F.A.L.U.Seasoned professional with a combination of education, experience and industry knowledge. Must be able to speak/write in English, however biligualism (French/English) is strongly preferred. Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits:$78,400.00 - $145,600.00Pay Type:SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Vice-President Strategic Field Underwriting, BMO Private Wealth
BMO Financial Group, Montreal, QC
Application Deadline:06/06/2024Address:1501 McGill College AvenueJob Family Group:Customer SolutionsAssesses the underwriting risk associated with new and existing in‐force applications for BMO Life Assurance insurance policies, including financial risk, medical risk, target market risk and other identified risks, in relation to the company's underwriting principles, directives & guidelines. Decides whether to issue the policy as requested, to modify, or to reject the policy. Outlines the terms of an acceptable policy and determines the rates or premiums.Provides strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Acts as the prime subject matter expert for internal/external stakeholders.Defines business requirements for analytics & reporting to ensure data insights inform business decision making.Designs and produces regular and ad-hoc reports, and dashboards.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Leads the development of the communication strategy focusing on positively influencing or changing behaviour.Resolves escalated complaint and reconsideration requests.Implements approved continuous improvement for content and underwriting rules.Coordinates internal medical information bureau auditsActs as a subject matter expert for insurance underwriting.Provides expert opinion regarding application contents (including all Underwriting risk selection forms).Reviews non contestable claims and liaises with claims to see trends and determines if changes need to be made.Reviews possible rescind investigations.Oversees the design, development, and implementation of tools and training required to deliver business results.Provides underwriting expertise and support on complex cases - and working towards expertise on underwriting of all products/ distribution channels.Leads/participates in the design, implementation and management of core business/group processes.Follows the underwriting principles, directives, guidelines & manuals to assess the underwriting risk for New Business applications, Policy Changes for various product lines and distribution channels (Agency, Direct, and Group) including gathering information and reports, identifying and requesting missing information, studying various insurance proposals to determine purpose and insurability, liaising with specialists to understand risk factors, applying financial assessment for each policy.Identifies, submits and accepts (if applicable) facultative reinsurance.Calculates appropriate rating and decides whether the risk should be shared with a re-insurer and negotiates reinsurance agreements on individual cases as required.Decisions the insurance policy and specifies any additional conditions to be imposed based on the overall underwriting risk assessment.Prepares documentation and ensures that all systems are updated according to established policies and procedures.Maintains excellent reinsurance relationships in the discussion of individual case management and requirements.Reviews special underwriting requests or rating reconsiderations for MGAs and brokers and negotiates terms as required for specific business (within authority limits).Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Expert knowledge of insurance products, contracts and benefit plans (all individual, disability and group products).ALU II - working towards F.A.L.U.Seasoned professional with a combination of education, experience and industry knowledge.Must be able to speak/write in English, however biligualism (French/English) is strongly preferred.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.Compensation and Benefits:$78,400.00 - $145,600.00Pay Type:SalariedThe above represents BMO Financial Group’s pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-RewardsWe’re here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Commercial Insurance Marketer
Impact Recruitment, Langley, BC
Are you a Commercial Marketer looking to make a move? Would you like the chance to work in a dynamic, rapidly expanding team? Apply Now or get in touch to learn more! About Us Our client is an independently owned and operated insurance brokerage who's commercial division specializes in transportation insurance (inland marine) although they write all types of commercial insurance. This is a friendly and fast paced office and a great team of commercial staff. They offer a collaborative environment that encourages learning and sharing of knowledge. The Location The designated Commercial Office is in the heart of Langley City in a new and modern office space with parking, kitchen and board rooms. About You Successful candidates will have excellent organization skills and customer-facing skills. They will be flexible team players with excellent time-management skills, good work ethic and a sense of humor. The Commercial Lines Marketer position requires an enthusiastic, confident team player. This Commercial Marketer's main role is to provide exceptional service to our Clients and Producers. The Commercial Lines Marketer would be responsible for: Preparation of documents which include submissions, proposals, binders and endorsements Handling routine inquires such as day-to-day requests by producers and clients analyzing client coverages, exposures and loss experience to determine risk requirements Marketing new submissions and renewals Maintaining professional relationships with underwriters, co-workers and clients Insurance Broker Qualifications and Skills: Level 2 license required Experience with Epic Systems Minimum of 2 years commercial marketing experience Job Types: Full-time, Permanent Insurance Broker Compensation: Salary and Commission Income Negotiated salary based on experience and qualifications Comprehensive medical and dental benefits Career development opportunities HOW TO APPLY Please apply directly to this posting with the most recent version of your resume. If you would like to speak with us regarding this position, please contact Donal Byrne at: 604 689 8687 ext. 205 or email [email protected]. To learn more about our open positions, visit us at impactrecruitment.ca. ABOUT IMPACT RECRUITMENT Specializing in a wide variety of industries and recruitment verticals, Impact Recruitment is passionate about matching exceptional talent with exciting new opportunities across Canada. For job seekers, we offer a dedicated approach to finding the right opportunity for your career growth. The Certified Candidate system by Impact Recruitment is designed to ensure your next career move is the right one. We take the time to thoroughly understand your technical abilities, your career goals, and you. Become a Certified Candidate and enjoy a better recruitment experience with Impact. Learn more at impactrecruitment.ca. Looking for a job NOW? Sign up for AmbiMi (Impact Recruitment’s sister company) to find temporary jobs until you land the permanent role of your dreams. Privacy and confidentiality are important to us; as such all applications are kept strictly confidential. We will not share your information with anyone without your prior approval. While we will only be considering qualified applicants for this position, if you are interested in pursuing an alternate career path, we would certainly be happy to speak with you about opportunities that fit your profile.