Overview of salaries statistics of the profession "General Insurance Broker in Canada"

At ICBC, it's our job to make sure the car insurance system works for all British Columbians, today and in the future. If you want to make the most of your skills and expertise while growing your career, we want you. A career at ICBC is an opportunity to be part of a talented, diverse and inclusive team that is driven to serve its customers and community. You can expect a competitive salary, comprehensive benefits and a collaborative work environment. If you are reliable and dependable, contact us today to be part of our talented and diverse team as we work together to create an insurance system we can all be proud of. We welcome applications from all qualified job seekers. If you are a job seeker with a disability, please let us know as adjustments can be made to help support you in delivering your best performance. Revenue Stock Representative (Temporary - 6 Months) Job Title: Location: Hours of Work: Revenue Stock Rep North Vancouver 7.5 hr Day Shift (M-F) Reference Number: Employment Type: Posted Date: 113783 Temporary Full Time 2020/12/01 Position Highlights The Insurance Strategy, Product and Pricing team is hiring a temporary Revenue Stock Representative position in our North Vancouver for a period for 6 months. Your exceptional customer service skills and telephone manner is key to your success in this role as it relates to providing solutions to Autoplan Brokers regarding revenue stock, reconciliation and personalized numbered plates. Your demonstrated working knowledge of the ADC, Policy Center, Broker Connect Stock Center applications and SAP database are essential in order to accurately assess situations. Your general understanding of the Autoplan Procedures, Motor Vehicle Act & Regulations, Autoplan Agency Agreement, Mobile Agency Agreement and audit processes will also help you respond to enquiries effectively. This knowledge, along with your keen eye for detail and analytical skills, will allow you to perform detailed reconciliation work and identify discrepancies. We are looking for a team player who is customer focused, positive, and quick to learn Revenue Stock processes, policies, and procedures. Position Requirements Successful candidates will have: • Knowledge of inventory control and distribution processes, policies, and procedures • Knowledge of automated resource planning and logistic software programs such as SAP • Knowledge of the personalized plate program, processes, and PNP Database • Knowledge of warehousing, inventory management and supply chain management • Strong communication and writing skills • Strong organizational skills Knowledge of the following systems will be considered an asset: • ADC - Special Coverages 151 West Esplanade | North Vancouver | BC | V7M 3H9 | 604-982-6675 | 1-844-982-6675 | www.icbc.com HRERC37B• SAP - LO • Broker Connect and Stock Centre • Policy Center • Veracore Inventory Management System 151 West Esplanade | North Vancouver | BC | V7M 3H9 | 604-982-6675 | 1-844-982-6675 | www.icbc.com HRERC37B

OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. Do you want to work in a dynamic and stimulating environment? This offer is for you! With the objective of continuing to grow and realize its full potential, our practice in the Montreal office is looking for a Manager or Senior Manager with experience in regulatory compliance to help him develop his service offering and grow his team. In compliance with legislation and sound regulatory risk management in the industry, we work with clients to identify, manage and mitigate their regulatory compliance risk exposures. What you will doYou will be involved in a variety of projects with clients in regulatory compliance. You will work closely with the partners in the practice and contribute to business development. Also, as a regulatory compliance Manager or Senior Manager, you will have the following responsibilities:For our clients operating in highly regulated sectors such as banks, insurance companies, securities brokers, asset managers: Provide them with oversight guidance, establishing the governance structure, risk management oversight, roles and responsibilities of the various stakeholders, in order to build a robust and sustainable risk management program, Help organizations integrate compliance risk management into their processes, Supporting senior management in transmitting the compliance culture to their employees, Support the lines of defense in charge of deploying compliance programs, Assessing risks across the organization, Helping our clients gain a comprehensive view of regulatory compliance, Assisting clients in various regulatory risk management engagements, including, risk appetite identification, process identification, evaluation of the design and effectiveness of controls in place to ensure compliance with legislative and regulatory requirements, Act as a consultant on regulatory compliance so that we can provide services in accordance with best practices, legislative and regulatory requirements, Participate in the implementation of integrated risk management and/or be a driving force within a compliance department, Lead a team of consultants while ensuring that the quality of the team's deliverables meets KPMG's standards of excellence and client needs, Coach and train team members, Act as a point of contact with clients to deepen existing relationships, More generally, you will have to: Contribute to business development activities to well position KPMG's Advisory Services on regulatory compliance, both regionally and nationally, Increase the visibility of the practice by participating in events or writing articles related to risk management, Develop service offerings according to practice standards. Maintain a continuous awareness of emerging risks. What you bring to the role At least 10 years of experience in regulatory compliance Bachelor's degree in accounting, law, criminology, finance, business, or related field. Master's degree in law or business an asset, Successful completion of the Chief Compliance Officer Qualifying Examination or other equivalent designation an asset, Knowledge of banking, insurance, securities brokerage, or asset management regulations, General understanding of governance and regulatory compliance, Have the willingness to contribute to internal development activities as well as to business development. Be customer-oriented, understand their issues and propose value-added solutions. Being comfortable with teamwork, coaching and relationship building. Be able to perform well under pressure and manage projects, resources, and budgets appropriately. Be autonomous, have a sense of initiative and priorities. Demonstrate great rigor and attention to details. Good computer skills (Excel, Word, Visio et PowerPoint). Excellent French verbal and written communication skills. Ability to produce concise and structured presentations and reports. Providing you with the support you need to be at your best For more information about KPMG in Canada's Benefits and well-being, click here. Our Values, The KPMG WayIntegrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here . Adjustments and accommodations throughout the recruitment processAt KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements. To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing [email protected] or by calling 1-888-466-4778, Option 3. For information about accessible employment at KPMG, please visit our accessibility page .

Groupe Ostiguy & Gendron is looking to fill the position of Large Risk Account Manager to join its growing insurance team. It's in the Large Risks department that we find the know-how, expertise and skills of senior brokers. The members of this department work in constant collaboration, since the customer accounts are large, with greater complexity and specific needs. Exchanges and discussions are essential between account managers and directors, in order to capitalize on everyone's expertise and knowledge. Files are worked as a team, with a senior account manager. Summary of responsibilities : Reporting to the Department Manager, the incumbent must ensure customer satisfaction by meeting their needs and maintain excellent relations with the various internal and external stakeholders. Specific responsibilities :Ensure that renewals are completed on time;Ensure customer retention;Process new business in a timely manner;Perform risk analysis, review coverage and identify changes or deficiencies with respect to last renewal;Prepare, verify and forward various insurance documents such as quotes, cover notes, invoices, certificates of insurance, endorsements, etc.Prepare the proposals that were completed last year and those to be completed for the new year.Take the information for the update with the customer or in collaboration with the producer;Develop marketing strategies in collaboration with the producer;Provide customer service, take calls, respond to specific needs and work in collaboration with the Major Risks team and the Vigilance Committee;Negotiate renewal and modification conditions (endorsement) with insurers;Ensure collection of accounts receivable in collaboration with the Finance Department;Follow up on recommendations issued by insurers and inform the Account Manager of any problems.Perform any other related duties as assigned by his/her line manager. Requirements :Hold a valid commercial general insurance broker (agent) license;8 to 10 years of relevant commercial insurance experience;Knowledge of specialized lines of business: E&O - D&O - CyberExcellent customer service skills;Ability to develop and maintain productive relationships with internal and external stakeholders;Excellent communication skills, in French and English (oral and written);Excellent command of MS Office software (Word, Excel);Availability to travel. Qualities and aptitudes :Positive attitude and team spirit;Intellectual curiosityHigh negotiation skillsAbility to synthesize and analyzeSense of responsibility;Judgment and problem-solving skills;Excellent management of time and priorities;Autonomy and initiative;Dynamic, professional and versatile;Ability to work under pressure.

Application Deadline: 04/21/2024Address:201 Portage Avenue Unit 1826Drives sales results to enhance the promotion of BMO Life Assurance product and services to managing general agencies (MGAs) and brokers. Shares feedback on the product, processes, etc. to internal stakeholders to ensure continual enhancement of the insurance offer.Consults with MGAs to promote BMO Life Assurance product and services to their brokers, including determining the application of the sales strategy for sales calls to prospect MGAs and brokers, supporting existing relationships with current MGAs and brokers, meeting with MGAs and brokers to promote products and attain sales objectives, conducting seminars and workshops, providing case support to obtain business, requesting special quotes and identifying potential new MGAs and brokers.Attends and participates in regional industry events to promote BMO Life Assurance products and services, and enhances the overall reputation of the company.Contacts MGAs and brokers within assigned region to promote product and services, and increase overall business results.Discusses sophisticated insurance concepts based on customer scenarios with MGAs and brokers to demonstrate the benefit of BMO Life Assurance products.Shares sophisticated insurance concept solutions to leverage success across the regional team.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Provides monthly reporting of sales results for MGAs and brokers, and generates discussions on more productive business development opportunities.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Provides insurance quotations.Provides technical support on products, illustration software and other tools.Manages the special quote process ensuring that the response is received according to the desired timeline.Manages large case process to build the overall regional business. Expedites application as much as possible.Answers questions about insurance concepts.Creates marketing tools and presentations for use in the region.Maintains regional statistics.Supports the achievement of the business plan within the designated region.Supports the delivery of the desired client experience to MGAs and brokers to enhance business opportunities.Collaborates effectively with internal stakeholders to build capability and drive business growth.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Life insurance license.Certified Financial Planner or other professional designation.In-depth knowledge of insurance business, agencies and underwriting principles.In-depth knowledge of financial concepts, including financial planning and financial understanding of insurance products.In-depth knowledge of more advanced sales concepts in insurance, including corporate applications.In-depth knowledge of mutual fund industry is an asset.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Grade:5Job 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.

Application Deadline: 05/05/2024Address:201 Portage Avenue Unit 1826Drives sales results to enhance the promotion of BMO Life Assurance product and services to managing general agencies (MGAs) and brokers. Shares feedback on the product, processes, etc. to internal stakeholders to ensure continual enhancement of the insurance offer.Develops and executes the business development strategy, sales targets and the sales results for the assigned region.Builds sales and industry presentations and attends MGA conferences as speaker to represent BMO Life Assurance and build reputation in the market.Plays a leadership role in the industry to promote BMO Life Assurance.Provides input to the national sales strategy based on the potential in the assigned region.Analyzes the distribution network of managing general agencies (MGAs) and brokers to set contact and relationship priorities.Recruits new regional MGAs and brokers.Drives business development efforts and marketing plans of the sales team.Contacts MGAs and brokers within assigned region to promote product and services, and increase overall business results.Acts as a trusted advisor to assigned business/group.Influences and negotiates to achieve business objectives.Recommends and implements solutions based on analysis of issues and implications for the business.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Discusses sophisticated insurance concepts based on customer scenarios with MGAs and brokers to demonstrate the benefit of BMO Life Assurance products.Shares sophisticated insurance concept solutions to leverage success across the regional team.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Monitors sales results for MGAs to identify any issues and mitigate as effectively as possible.Designs and produces regular and ad-hoc reports, and dashboards.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Reviews sales client messaging to safeguard the organization and customer assets via established compliance and regulatory parameters.Provides input into the planning and implementation of operational programs.Provides insurance quotations.Provides technical support on products, illustration software and other tools.Manages the special quote process ensuring that the response is received according to the desired timeline.Manages large case process to build the overall regional business. Expedites application as much as possible.Answers questions about insurance concepts.Leads/participates in the design, implementation, and management of core business/group processes.Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.Supports the achievement of the business plan within the designated region.Supports the delivery of the desired client experience to MGAs and brokers to enhance business opportunities.Collaborates effectively with internal stakeholders to build capability and drive business growth.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Life insurance license.Certified Financial Planner or Chartered Life Underwriter.In-depth knowledge of insurance business, agencies and underwriting principles.In-depth knowledge of financial concepts, including financial planning and financial understanding of insurance products.In-depth knowledge of more advanced sales concepts in insurance, including corporate applications.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job 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.

Application Deadline: 04/18/2024Address:VIRTUAL59 - HomeRes - ON - NBSDrives sales results to enhance the promotion of BMO Life Assurance product and services to managing general agencies (MGAs) and brokers. Shares feedback on the product, processes, etc. to internal stakeholders to ensure continual enhancement of the insurance offer.Develops and executes the business development strategy, sales targets and the sales results for the assigned region.Builds sales and industry presentations and attends MGA conferences as speaker to represent BMO Life Assurance and build reputation in the market.Plays a leadership role in the industry to promote BMO Life Assurance.Provides input to the national sales strategy based on the potential in the assigned region.Analyzes the distribution network of managing general agencies (MGAs) and brokers to set contact and relationship priorities.Recruits new regional MGAs and brokers.Drives business development efforts and marketing plans of the sales team.Contacts MGAs and brokers within assigned region to promote product and services, and increase overall business results.Acts as a trusted advisor to assigned business/group.Influences and negotiates to achieve business objectives.Recommends and implements solutions based on analysis of issues and implications for the business.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Discusses sophisticated insurance concepts based on customer scenarios with MGAs and brokers to demonstrate the benefit of BMO Life Assurance products.Shares sophisticated insurance concept solutions to leverage success across the regional team.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Monitors sales results for MGAs to identify any issues and mitigate as effectively as possible.Designs and produces regular and ad-hoc reports, and dashboards.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Reviews sales client messaging to safeguard the organization and customer assets via established compliance and regulatory parameters.Provides input into the planning and implementation of operational programs.Provides insurance quotations.Provides technical support on products, illustration software and other tools.Manages the special quote process ensuring that the response is received according to the desired timeline.Manages large case process to build the overall regional business. Expedites application as much as possible.Answers questions about insurance concepts.Leads/participates in the design, implementation, and management of core business/group processes.Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.Supports the achievement of the business plan within the designated region.Supports the delivery of the desired client experience to MGAs and brokers to enhance business opportunities.Collaborates effectively with internal stakeholders to build capability and drive business growth.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Life insurance license preferred.Certified Financial Planner or Chartered Life Underwriter preferred but not required.In-depth knowledge of insurance business, agencies and underwriting principles.In-depth knowledge of financial concepts, including financial planning and financial understanding of insurance products.In-depth knowledge of more advanced sales concepts in insurance, including corporate applications.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job 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.

An exceptional company with a firm commitment to its people, culture, and the community!Become a key part of a forward-thinking, inclusive, and diverse team that values every perspectiveEarn a competitive salary of $55,000+, plus commission, and comprehensive benefits! About CJ Campbell InsuranceJoin a legacy of trust at CJ Campbell Insurance, where integrity has thrived since 1912. Founded by Charles John Campbell, we have evolved from a partner in Graham Hamilton and Campbell to a thriving entity, incorporating in 1925. In today's dynamic insurance landscape, our professional brokers lead the way. We engage deeply with our clients, evaluating their risks comprehensively.At CJ Campbell, we pride ourselves on knowing our clients – their family, passions, and dreams. This personalized approach empowers us to craft insurance strategies tailored just for our community. Proud members of the Insurance Brokers Association of Canada, we stand as a beacon of reliability. Experience a partnership that goes beyond insurance; it’s about safeguarding dreams.To learn more about us, please visit: cjcampbell.comAbout the OpportunityCJ Campbell Insurance has an exciting opportunity for a full-time Insurance Broker, Personal Lines, based in Calgary, Alberta, with a hybrid work model available after orientation.In this position, you will be primarily responsible for managing a personal lines book of business, managing renewals, endorsements and writing new business along with all other customer service elements.Your responsibilities include, but are not limited to:Providing exceptional customer service to create engaged customers and drive organic growth through cross-selling and upselling based on individual needsTaking ownership of customer issues and ensuring problems are resolved promptlyMaintaining accurate records and documenting customer service actions and discussions in the broker management systemCollaborating with New Business, Renewal Review, and Administrative teams to foster an environment of encouragement and empowermentStaying informed of industry developments and applying best practices for continuous improvementManaging resources effectively and utilizing assets to meet both qualitative and quantitative goalsOrganizing workflow efficiently, prioritizing tasks to maintain orderly operationsMonitoring insurance claims to ensure they are handled to the satisfaction of all parties involvedMore About YouTo qualify, candidates must possess at least a Level 1 Alberta Insurance Council (AIC) General Insurance License, with a minimum of 3 years of industry experience. If you have fewer years of experience but the transferrable skills, determination to excel, or CAIB equivalents, we encourage you to apply; we'll assist with license transfers.The following skills and experience will be strong assets:Demonstrated experience as a customer service managerFamiliarity with insurance companies and their portalsExperience working with our carriers: Wawanesa, Peacehills, Intact, Aviva, and Travelers (asset)Working knowledge of Applied Epic, Compu-Quote, and MS OfficeAwareness of the latest technology trends and applications in the industrySuperior organizational skills and flexibility to thrive in a fast-paced environmentStrong client-facing and communication abilitiesAdvanced troubleshooting and multi-tasking skillsResiding within a commutable distance according to business needsAs our ideal candidate, you are attentive to details and prioritize customer satisfaction, ensuring a positive service experience for our clients.Above all, we value a collaborative and entrepreneurial spirit, eager to drive our business forward while fostering a positive and empathic work environment. The desire to become part of our team, build relationships, respond swiftly and personably, and excel in communication with clients and colleagues is essential!About the BenefitsIn exchange for your hard work and dedication, you will receive a highly competitive base salary of $55,000+ plus commission, negotiable dependent on experience, along with a great host of benefits, including:100% Employer-covered health and paramedical benefitsGenerous vacation and personal days allowanceProfessional and educational development supportOpportunities for a flexible work model for the right candidate!Enjoy the Teladoc Health/Best Doctors program – access to swift physical and mental health services!Take advantage of our on-site gymOpportunities to join our collaborative, supportive, and pet-friendly work cultureRegular team bonding events such as Cinco de Mayo parties, Halloween, Valentine's Day, Wine Survivor, Christmas potlucks, and more! Being part of a stable company experiencing growth – operating for over 100 years!If you are interested in progressing your career with a growing company, apply today! 

An exceptional company with a firm commitment to its people, culture, and the community!Become a key part of a forward-thinking, inclusive, and diverse team that values every perspectiveEarn a competitive salary of $55,000+, plus commission, and comprehensive benefits! About CJ Campbell InsuranceJoin a legacy of trust at CJ Campbell Insurance, where integrity has thrived since 1912. Founded by Charles John Campbell, we have evolved from a partner in Graham Hamilton and Campbell to a thriving entity, incorporating in 1925. In today's dynamic insurance landscape, our professional brokers lead the way. We engage deeply with our clients, evaluating their risks comprehensively.At CJ Campbell, we pride ourselves on knowing our clients – their family, passions, and dreams. This personalized approach empowers us to craft insurance strategies tailored just for our community. Proud members of the Insurance Brokers Association of Canada, we stand as a beacon of reliability. Experience a partnership that goes beyond insurance; it’s about safeguarding dreams.To learn more about us, please visit: cjcampbell.comAbout the OpportunityCJ Campbell Insurance has an exciting opportunity for a full-time Insurance Broker, Personal Lines, based in Calgary, Alberta, with a hybrid work model available after orientation.In this position, you will be primarily responsible for managing a personal lines book of business, managing renewals, endorsements and writing new business along with all other customer service elements.Your responsibilities include, but are not limited to:Providing exceptional customer service to create engaged customers and drive organic growth through cross-selling and upselling based on individual needsTaking ownership of customer issues and ensuring problems are resolved promptlyMaintaining accurate records and documenting customer service actions and discussions in the broker management systemCollaborating with New Business, Renewal Review, and Administrative teams to foster an environment of encouragement and empowermentStaying informed of industry developments and applying best practices for continuous improvementManaging resources effectively and utilizing assets to meet both qualitative and quantitative goalsOrganizing workflow efficiently, prioritizing tasks to maintain orderly operationsMonitoring insurance claims to ensure they are handled to the satisfaction of all parties involvedMore About YouTo qualify, candidates must possess at least a Level 1 Alberta Insurance Council (AIC) General Insurance License, with a minimum of 3 years of industry experience. If you have fewer years of experience but the transferrable skills, determination to excel, or CAIB equivalents, we encourage you to apply; we'll assist with license transfers.The following skills and experience will be strong assets:Demonstrated experience as a customer service managerFamiliarity with insurance companies and their portalsExperience working with our carriers: Wawanesa, Peacehills, Intact, Aviva, and Travelers (asset)Working knowledge of Applied Epic, Compu-Quote, and MS OfficeAwareness of the latest technology trends and applications in the industrySuperior organizational skills and flexibility to thrive in a fast-paced environmentStrong client-facing and communication abilitiesAdvanced troubleshooting and multi-tasking skillsResiding within a commutable distance according to business needsAs our ideal candidate, you are attentive to details and prioritize customer satisfaction, ensuring a positive service experience for our clients.Above all, we value a collaborative and entrepreneurial spirit, eager to drive our business forward while fostering a positive and empathic work environment. The desire to become part of our team, build relationships, respond swiftly and personably, and excel in communication with clients and colleagues is essential!About the BenefitsIn exchange for your hard work and dedication, you will receive a highly competitive base salary of $55,000+ plus commission, negotiable dependent on experience, along with a great host of benefits, including:100% Employer-covered health and paramedical benefitsGenerous vacation and personal days allowanceProfessional and educational development supportOpportunities for a flexible work model for the right candidate!Enjoy the Teladoc Health/Best Doctors program – access to swift physical and mental health services!Take advantage of our on-site gymOpportunities to join our collaborative, supportive, and pet-friendly work cultureRegular team bonding events such as Cinco de Mayo parties, Halloween, Valentine's Day, Wine Survivor, Christmas potlucks, and more! Being part of a stable company experiencing growth – operating for over 100 years!If you are interested in progressing your career with a growing company, apply today! 

An exceptional company with a firm commitment to its people, culture, and the community!Become a key part of a forward-thinking, inclusive, and diverse team that values every perspectiveEarn a competitive salary of $55,000+, plus commission, and comprehensive benefits! About CJ Campbell InsuranceJoin a legacy of trust at CJ Campbell Insurance, where integrity has thrived since 1912. Founded by Charles John Campbell, we have evolved from a partner in Graham Hamilton and Campbell to a thriving entity, incorporating in 1925. In today's dynamic insurance landscape, our professional brokers lead the way. We engage deeply with our clients, evaluating their risks comprehensively.At CJ Campbell, we pride ourselves on knowing our clients – their family, passions, and dreams. This personalized approach empowers us to craft insurance strategies tailored just for our community. Proud members of the Insurance Brokers Association of Canada, we stand as a beacon of reliability. Experience a partnership that goes beyond insurance; it’s about safeguarding dreams.To learn more about us, please visit: cjcampbell.comAbout the OpportunityCJ Campbell Insurance has an exciting opportunity for a full-time Insurance Broker, Personal Lines, based in Calgary, Alberta, with a hybrid work model available after orientation.In this position, you will be primarily responsible for managing a personal lines book of business, managing renewals, endorsements and writing new business along with all other customer service elements.Your responsibilities include, but are not limited to:Providing exceptional customer service to create engaged customers and drive organic growth through cross-selling and upselling based on individual needsTaking ownership of customer issues and ensuring problems are resolved promptlyMaintaining accurate records and documenting customer service actions and discussions in the broker management systemCollaborating with New Business, Renewal Review, and Administrative teams to foster an environment of encouragement and empowermentStaying informed of industry developments and applying best practices for continuous improvementManaging resources effectively and utilizing assets to meet both qualitative and quantitative goalsOrganizing workflow efficiently, prioritizing tasks to maintain orderly operationsMonitoring insurance claims to ensure they are handled to the satisfaction of all parties involvedMore About YouTo qualify, candidates must possess at least a Level 1 Alberta Insurance Council (AIC) General Insurance License, with a minimum of 3 years of industry experience. If you have fewer years of experience but the transferrable skills, determination to excel, or CAIB equivalents, we encourage you to apply; we'll assist with license transfers.The following skills and experience will be strong assets:Demonstrated experience as a customer service managerFamiliarity with insurance companies and their portalsExperience working with our carriers: Wawanesa, Peacehills, Intact, Aviva, and Travelers (asset)Working knowledge of Applied Epic, Compu-Quote, and MS OfficeAwareness of the latest technology trends and applications in the industrySuperior organizational skills and flexibility to thrive in a fast-paced environmentStrong client-facing and communication abilitiesAdvanced troubleshooting and multi-tasking skillsResiding within a commutable distance according to business needsAs our ideal candidate, you are attentive to details and prioritize customer satisfaction, ensuring a positive service experience for our clients.Above all, we value a collaborative and entrepreneurial spirit, eager to drive our business forward while fostering a positive and empathic work environment. The desire to become part of our team, build relationships, respond swiftly and personably, and excel in communication with clients and colleagues is essential!About the BenefitsIn exchange for your hard work and dedication, you will receive a highly competitive base salary of $55,000+ plus commission, negotiable dependent on experience, along with a great host of benefits, including:100% Employer-covered health and paramedical benefitsGenerous vacation and personal days allowanceProfessional and educational development supportOpportunities for a flexible work model for the right candidate!Enjoy the Teladoc Health/Best Doctors program – access to swift physical and mental health services!Take advantage of our on-site gymOpportunities to join our collaborative, supportive, and pet-friendly work cultureRegular team bonding events such as Cinco de Mayo parties, Halloween, Valentine's Day, Wine Survivor, Christmas potlucks, and more! Being part of a stable company experiencing growth – operating for over 100 years!If you are interested in progressing your career with a growing company, apply today! 

Application Deadline: 04/18/2024Address:60 Yonge StreetThe Underwriter is accountable for assessing the early death and early incidence of a critical illness for the purpose of determining accurate underwriting mortality and morbidity. This role is accountable to assess complex medical and avocational histories including current financial concepts in the Individual Life insurance space. This role is accountable to assess individual risk in accordance to established underwriting principles within their signing authority. This role is required to have advanced critical thinking, communication, negotiation and interpersonal skills. This role is also required to have advanced knowledge of current industry trends and a strong command of data and analytics skills. Accountabilities Medical/Non-Medical/Financial UnderwritingFollow the underwriting principles, directives, guidelines & manuals to assess the underwriting risk for New Business applications, Policy Changes for various product lines and distribution channels (Advisor, Direct, Creditor), including but not limited to the following key activities:Calculate appropriate age/amount requirements, auto/jumbo limits and initial and ultimate face amounts of coverage in accordance with external reinsurance treatiesReview and assess AML and governance risk in advance of placing the contract inforceAdjudicate client risk factors in the application and corresponding data elements in order to decide on the right mortality or morbidity riskReview and assess information from Attending Physician Statements and other medical specialists in order to assess life expectancyReview and determine Fair Market Value of Corporately owned policies to ensure amounts of coverage are justifiedWork with client advisory partners (Tax planners, Accountants, Lawyers) to ensure that data is accurately reflected in the risk assessment that is made, insurable interest and review of sales concept involvedLiaise with specialists, such as actuaries, medical providers or doctors, to understand the medical risk and other non-medical risk factors for the identified case Calculate underwriting decision and corresponding mortality rating based on medical experience and training, discussions with internal Medical Doctors, Reinsurance and ActuarialDecide whether the risk should be shared with a re-insurer and negotiate reinsurance agreements on all individual casesDecision the insurance policy and specify any additional conditions to be imposed based on the overall underwriting risk assessmentUpdate system and document notes and prepare for audit reviewCheck in force policies to ensure appropriate initial and ultimate amounts calculatedEnsure that the treaty terms for each Reinsurer on each product line is well understood and followed. Treaties are available to Underwriters and are housed in the Actuarial DepartmentEnsure MIB properly reviewed and coded on each caseEnsure communication is free of any personal comments. Documentation must be clear and concise and outlines methodology of risk assessment for auditing purposesPerform presentations and onsite visits with Nesbitt EIA's, Advisory brokers and Managing General Agencies (MGAs) as required to educate on underwriting mattersReview special underwriting requests or rating reconsiderations for MGAs and brokers and negotiate terms as required for specific business (within authority limits)Keep up to date with medical knowledge, developments and trends. Keep abreast of changes in the financial market, economy, geo-political and travel concerns as they relate to UnderwritingMaintain excellent reinsurance relationships in the discussion of individual case management and requirementsAML (Anti-Money Laundering) Risk FrameworkRisk score all Universal Life clients and reviewing case parameters according to internal AML guidelinesWork with Corporate AML office on any findings required to change internal policy and procedures for underwritingPerform review of client applications and disclosuresAssess corporate entities based on shareholder ownership and company financialsSupport internal Business Unit Governance team on investigations and suspicious underwriting filesReinsurance NegotiationsReview and assess reinsurance decisions for market competitivenessNegotiate complex medical/non-medical/financial cases with reinsurer to obtain best offerReserve and manage appropriate capacity for large casesCalculate and reserve appropriate initial and ultimate amounts through reinsurance treaty parameters to anticipate future growth liabilitiesProvide insight and feedback to Director Underwriting on trending reinsurance decision and emerging trends for future RFP treaty negotiationsRisk ManagementFollow appropriate underwriting principles, directives & guidelines and manuals to do (remove) assess the underwriting risk associated with new applications/business to BMO Life AssuranceAssess medical and non-medical risk factors consistent with internal and reinsurance guidelinesObtain appropriate approvals based on judgment and signing limits, recommending for approval for policies that are above personal underwriting limitsMaintain current knowledge of promoted insurance sales concepts and understand the implications to underwriting and the business overallAdhere 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 activitiesMust be clear and concise and outlines methodology of risk assessment for auditing purposesVisit brokers and managing general agencies (MGAs) as required to educate on underwriting mattersReview special underwriting requests or rating reconsiderations for MGAs and brokers and negotiate terms as required for specific business (within authority limits)Keep up to date with medical knowledge, developments and trends. Keep abreast of changes in the financial market, economy, geo-political and travel concerns as they relate to UnderwritingMaintain excellent reinsurance relationships in the discussion of individual case management and requirementsFollow appropriate underwriting principles, directives & guidelines and manuals to do (remove) assess the underwriting risk associated with new applications/business to BMO Life AssuranceAssess medical and non-medical risk factors consistent with internal and reinsurance guidelinesObtain appropriate approvals based on judgment and signing limits, recommending for approval for policies that are above personal underwriting limitsMaintain current knowledge of promoted insurance sales concepts and understand the implications to underwriting and the business overallAdhere 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 activitiesAuthorities To deliver on these accountabilities, these roles must have the following authorities:Information Access - Authority to use and access confidential information related to customer information, product and financial information. Authority includes accessing the internet for the purpose of gathering relevant data and current updates.Cross Functional Relationships To MGAs and brokersPerform analysis and provide feedback on quality of business to Director or Underwriting and VP Business DevelopmentProvide detail outcome of underwriting decision taken based on sound medical and financial underwriting analysisPerform presentations to MGA's and independent advisors on industry trends and complex medical underwriting filesMedical DoctorsReview and analyze reinsurance manuals to ensure accurate decision and adherence to reinsurance guidelines based on current reinsurance treaties in effectIdentify any blood/urine specimen trends and abnormalities based on parameters set by VP and Chief Corporate UnderwriterDecision complex medical situations to obtain complete picture for an accurate assessment of underwriting riskTo New BusinessIdentify missing information or additional information required to underwrite applications and advise New Business to gather the required informationAction application as per standards when New Business has updated the system with new informationEnsure system is clearly updated with decision including reinsurance and any applicable amendments, endorsements and/or special instructionsTo ReinsurersSubmit accurate information based on in force, initial and ultimate amounts on all facultative casesEnsure that treaty terms all well understoodEnsure that all accepted offers are communicated in timely manner and files updatedNegotiate the most competitive decisions based on qualitative material information gathered and sound judgmentTo ActuarialLiaise on reinsurance treaty termsLiaise on all special quote requestsLiaise on illustrations as requiredLiaise on Policy Changes as required and any special requests from Sales/Marketing Qualifications :KnowledgeUndergraduate degree5-10 years experience in an underwriting environmentALU II - working towards F.A.L.U.SkillsBusiness Numeracy (In-depth)Analytical skills (In-depth)Negotiation skills (In-depth)Bilingualism French and English is requiredCommunicationGrade:7Job 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.

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

Are you seeking an opportunity to be a part of our growing, full service Cyber Solutions team by brokering strategic approaches to cyber policy statements? Join our industry leading Cyber Solutions team within our hybrid virtual environment in in any of our major Canadian offices. As a Cyber Broker, you will report directly to the National Cyber Broking Practice Leader. 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 Represent the National Centre of Excellence - Cyber servicing clients and supporting account teams from coast to coast; Continual development of expertise in the cyber and privacy liability space through networking, technical training and client discussions; Develop tools and materials to support clients and account teams; Analyze client specific risk exposure and generate coverage requirements for marketing exercises; Prepare and present marketing proposals for renewals and new business; Negotiate with underwriters to establish best terms and conditions with respect to premiums and coverage; Follow up with insurer to confirm terms of negotiated contract are met; Approve documentation for new contracts, policy changes, additions, deletions and renewals; Establish contacts and cultivate relationships within the underwriting community in an effort to achieve the best premiums and coverage for Aon clients; Collaborate with Account Executive to develop coverage strategy and marketing initiatives for renewal and prospective business; Provide guidance, training and mentoring to assist in the development of Associate Brokers within the department; Participate in client meetings where applicable; Receive general instructions and follow defined procedures, manage daily work within established guidelines; Build productive working relationships with peers and higher-level professionals internally and externally to exchange information and make recommendations; Ability to work independently with general instruction and the ability to prioritize and organize work Responsible for compliance documentation and policy review checklists Leading by example by demonstrating and sharing with all lines of business the importance of best practice; and Other related duties and responsibilities as assigned. How this opportunity is different As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions within Aon Reed Stenhouse in any of our major Canadian offices. Skills and experience that will lead to success Fundamental insurance background and knowledge would be an asset but not a must; Experience with cyber and technology insurance products is desired but not a requirement; Excellent interpersonal, communication and presentation skills, in both English and French; Client focused and proven relationship building skills; Ability to work collaboratively as a key member of a team and independently with minimum supervision; Meticulous attention to detail, refined organizational skills and the ability to multi-task; Proven ability to prioritize competing requirements and deadlines under pressure; Must have strong computer skills and be proficient with the Microsoft Office Package. Education: Post-Secondary degree or a combination of education and equivalent years of industry experience; RIBO or equivalent provincial broker licence for individuals located outside Ontario would be an asset Commitment to ongoing learning and professional development including insurance courses and certifications (i.e. Canadian Accredited Insurance Broker (CAIB) / Chartered Insurance Professional (CIP)). 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. 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 2537616

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 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 Establish 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; and Act as a role model for the behaviours defined by the Aon Leadership Model. How this opportunity is different As 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; and Bilingualism 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; and Commitment to professional development. If available, please submit a copy of your resume in both French and English. 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. 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

Are you looking for an opportunity to join a global leader in the professional services space? This could be the perfect opportunity for you! This role is subject to our SmartWorking policy, which may allow for a hybrid work style. The salary range for this position is $70,000 - $96,000. The actual salary will vary based on applicant’s education, experience, skills and abilities, as well as internal equity. Aon also offers you a generous incentive earning opportunity and a comprehensive benefits package. 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 Each day is unique in this role. The daily work may look like any combination of tasks, such as: Managing the client renewal process and collaborating with all members of the client team on marketing requirements, deadlines and deliverables on assigned accounts. Identifying specific client risk exposures. Establishing account specific service plans and delivery approaches which support coverage solutions and provide continued opportunity for Aon product / service exposure. Coordinating client information with the Broking Team (Broker / Associate Broker / Broking Coordinator) to initiate renewal process. Supervising the day to day administrative activities of the Account Coordinators and/or administrative members of the service team, as required. Servicing existing programs, defining routine risk exposure, and providing first level advice on general policy coverages under the direction of the principle Account Executive. Preparing client service summaries, program reports and client survey information for review by Service Team Management. Receiving and processing client requests and reviewing documentation for routine policy changes, additions, deletions, renewals or cancellations. Receiving policy contracts from the Broking Team, providing first level review to ensure apparent client needs have been met. Reviewing endorsements, cover notes and certificates of insurance produced by the Broking Coordinator to ensure their accuracy and completion in support of the team’s service plan. Leading by example by demonstrating and sharing with all lines of business the importance of best practice. Other related duties and responsibilities as assigned. Handling and servicing an assigned book of accounts. How this opportunity is different As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions in Vancouver, Aon Reed Stenhouse office. Skills and experience that will lead to success 3 + years of insurance industry experience; Level I Insurance License is required; Level II Insurance License is preferred Excellent interpersonal, communication, and presentation skills, both verbally and written; Client focused with proven relationship building skills; Ability to work collaboratively as a key member of a team and independently with minimum supervision. 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. 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-HYBRID #LI-NA1 2542166

Underwriter AssociateSurrey (Agile Head Office), BC, 9850 King George Blvd #1500, Surrey, British Columbia, Canada Req #2865Wednesday, April 10, 2024Agile Underwriting Solutions has an exciting opportunity for an Underwriter Associate, Commercial Lines in our modern and convenient Surrey, BC office. This is hybrid position.Don't miss this chance to be part of a dynamic team that is growing rapidly! This is a great opportunity if you are looking to grow your insurance knowledge and advance in your career. At Agile Underwriting Solutions, you will enjoy working in a vibrant, collaborative and supportive team environment.What we offer: Competitive base salary Comprehensive medical and dental benefits, with flexible options Diverse mix of staff and demonstrated work/life balance Career growth opportunities and continuing education programs Flexible paid Values Days to celebrate days important to you The Opportunity:In this role you will: Responsible for evaluation, selection, negotiation, and pricing of new business and retention of assigned renewal policies resulting in a profitable, sustainable book of business within an established underwriting authority Develop and maintain professional relationships with our broker and insurance/reinsurance partners to enhance understanding of market conditions and to contribute to quality service, problem-solving and risk selection Develop and maintain knowledge and understanding of company operations and procedures Collaboration with underwriting, claims, accounting, and business development departments and on special projects when required Assists in portfolio rollovers and claims analysis Compiles various reports for the management team Train, support, and mentor more junior staff Maintain market intelligence, business insurance trends and industry knowledge Establish and maintain superior business and service-oriented partnerships with broker clients through attendance at broker events and industry conferences Here's what you bring: 2 years' experience in the insurance industry Level 1 General Insurance License (Level 2 preferred) Working toward, or completion of, CAIB, CIP, FCIP, or CRM designation an asset Ability to work independently with limited supervision as a contributing team member Expertise in policy wordings, forms, and applicable coverages Positive attitude and self-motivated with an entrepreneurial approach Strong analytical, collaborative, and organizational skills, highly detail oriented Strong customer service skills Strong MS Office skills (particularly Excel) Excellent written and verbal communication skills Strong business acumen and capable of representing the organization externally Partner with peers in other product lines to leverage multi-line opportunities 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, Agile Underwriting Solutions 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 Agile, you will feel the power of community. Agile Underwriting Solutions 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. Agile Underwriting Solutions 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 Surrey (Agile Head Office), BC, 9850 King George Blvd #1500, Surrey, British Columbia, Canada

Broker- General Practice Would you like to work as part of an industry-leading team? Do you enjoy helping empower results for clients by delivering innovative and effective solutions? You could be the perfect fit for our Broker position! This position is an onsite opportunity with a requirement to be in the office fulltime. 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. The salary range for this position is $72,000-$96,000 The actual salary will vary based on applicant’s education, experience, skills and abilities, as well as internal equity. Aon also offers you a comprehensive benefits package. 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 Collaborates with Account Executive to develop coverage strategy and marketing initiatives for renewal and prospective business; Processing, and/or issuing where applicable, new policies and policy renewals, changes, additions, deletions and cancellations; Preparing new business and renewal and keeping them up to date; Analyzes client specific risk exposure and details coverage requirements; prepares and presents marketing proposals for renewals and new business; Negotiate, establish, and maintain strong relationships with the underwriting community for the ultimate benefit of the client; Follows up with insurer to confirm terms of negotiated contract are met; Communicating directly with underwriters to follow up or obtaining additional information; Reviewing and proofreading all assignments, obtaining proper signatures and dispensing as appropriate; Calculating adjustments and premiums on polices and other insurance documents; Providing leadership, mentoring and direction to the Associate Broker and Broking Coordinator; Leading by example by demonstrating and sharing with all lines of business the importance of best practice; and Other related duties and responsibilities as assigned. 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 Level One & Two insurance licence preferredm, or intention to obtain within a period of 6 months Strong written and verbal communication skills 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. 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-LK1 2542132

Account Manager - Group Benefits & PensionBurlington, ON, Canada Req #2885Friday, April 12, 2024We're searching for an Account Manager for our Group Benefits & Pension team with our Winch Group acquisition. Are you searching for new possibilities? Westland Insurance Group Ltd. has an exciting opportunity for an Account Manager at our Burlington, Ontario office. Are you looking for growth in your career? If so, we want to hear from you. We are looking for a career-minded individual who is focused on expanding their experience in a rapidly 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 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: Prior experience in group benefits/pension and/ or insurance-related industries Excellent listening, verbal communication, and writing skills Ability to multi-task and prioritize to meet advisor and client needs Superior organizational skills Time management skills - must be able to meet competing deadlines and work well under pressure Proficient in using Microsoft Office including Word, Excel, and PowerPoint BONUS: LLQP license Once here, you'll: Be a contributing member of our inclusive culture, alongside a vibrant national team of people with a wide variety of backgrounds. Always uphold a client-first focus through the claims process Provide support to Advisors, including the set-up of new groups, completion of annual renewals, pension governance reports, client service and administration Day-to-day management general administration and maintenance of group client activities Interact with advisors, insurance companies, plan administrators and members to provide information in response to inquiries Coordinate timely preparation and delivery of necessary client materials Participate in client meetings including new group implementations, problem-solving sessions, and general client relationship-building events, as required. 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 Burlington, ON, Canada

Application Deadline: 05/03/2024Address:630 boul Rene Levesque OuestDrives sales results to enhance the promotion of BMO Life Assurance product and services to managing general agencies (MGAs) and brokers. Shares feedback on the product, processes, etc. to internal stakeholders to ensure continual enhancement of the insurance offer.Consults with MGAs to promote BMO Life Assurance product and services to their brokers, including determining the application of the sales strategy for sales calls to prospect MGAs and brokers, supporting existing relationships with current MGAs and brokers, meeting with MGAs and brokers to promote products and attain sales objectives, conducting seminars and workshops, providing case support to obtain business, requesting special quotes and identifying potential new MGAs and brokers.Attends and participates in regional industry events to promote BMO Life Assurance products and services, and enhances the overall reputation of the company.Contacts MGAs and brokers within assigned region to promote product and services, and increase overall business results.Identifies emerging issues and trends to inform decision-making.Discusses sophisticated insurance concepts based on customer scenarios with MGAs and brokers to demonstrate the benefit of BMO Life Assurance products.Shares sophisticated insurance concept solutions to leverage success across the regional team.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Conducts independent analysis and assessment to resolve strategic issues.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Designs and produces regular and ad-hoc reports, and dashboards.Provides monthly reporting of sales results for MGAs and brokers, and generate discussions on more productive business development opportunities.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Provides input into the planning and implementation of operational programs.Provides insurance quotations.Provides technical support on products, illustration software and other tools.Manages the special quote process ensuring that the response is received according to the desired timeline.Manages large case process to build the overall regional business. Expedites application as much as possible.Answers questions about insurance concepts.Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.Supports the achievement of the business plan within the designated region.Supports the delivery of the desired client experience to MGAs and brokers to enhance business opportunities.Collaborates effectively with internal stakeholders to build capability and drive business growth.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Life insurance license.In-depth knowledge of insurance business, agencies and underwriting principles.In-depth knowledge of financial concepts, including financial planning and financial understanding of insurance products.In-depth knowledge of more advanced sales concepts in insurance, including corporate applications.In-depth knowledge of mutual fund industry is an asset.Technical proficiency gained through education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Bilingual French & EnglishThis 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. Grade:6Job 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.

Application Deadline: 04/30/2024Address:VIRTUAL59 - HomeRes - ON - NBSDrives sales results to enhance the promotion of BMO Life Assurance product and services to managing general agencies (MGAs) and brokers. Shares feedback on the product, processes, etc. to internal stakeholders to ensure continual enhancement of the insurance offer.Develops and executes the business development strategy, sales targets and the sales results for the assigned region.Builds sales and industry presentations and attends MGA conferences as speaker to represent BMO Life Assurance and build reputation in the market.Plays a leadership role in the industry to promote BMO Life Assurance.Provides input to the national sales strategy based on the potential in the assigned region.Analyzes the distribution network of managing general agencies (MGAs) and brokers to set contact and relationship priorities.Recruits new regional MGAs and brokers.Drives business development efforts and marketing plans of the sales team.Contacts MGAs and brokers within assigned region to promote product and services, and increase overall business results.Acts as a trusted advisor to assigned business/group.Influences and negotiates to achieve business objectives.Recommends and implements solutions based on analysis of issues and implications for the business.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Discusses sophisticated insurance concepts based on customer scenarios with MGAs and brokers to demonstrate the benefit of BMO Life Assurance products.Shares sophisticated insurance concept solutions to leverage success across the regional team.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Monitors sales results for MGAs to identify any issues and mitigate as effectively as possible.Designs and produces regular and ad-hoc reports, and dashboards.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Reviews sales client messaging to safeguard the organization and customer assets via established compliance and regulatory parameters.Provides input into the planning and implementation of operational programs.Provides insurance quotations.Provides technical support on products, illustration software and other tools.Manages the special quote process ensuring that the response is received according to the desired timeline.Manages large case process to build the overall regional business. Expedites application as much as possible.Answers questions about insurance concepts.Leads/participates in the design, implementation, and management of core business/group processes.Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.Supports the achievement of the business plan within the designated region.Supports the delivery of the desired client experience to MGAs and brokers to enhance business opportunities.Collaborates effectively with internal stakeholders to build capability and drive business growth.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Life insurance license preferred.Certified Financial Planner or Chartered Life Underwriter preferred but not required.In-depth knowledge of insurance business, agencies and underwriting principles.In-depth knowledge of financial concepts, including financial planning and financial understanding of insurance products.In-depth knowledge of more advanced sales concepts in insurance, including corporate applications.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job 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.

Application Deadline: 05/16/2024 Address: VIRTUAL59 - HomeRes - ON - NBS Job Family Group: Wealth Sales & Service Drives sales results to enhance the promotion of BMO Life Assurance product and services to managing general agencies (MGAs) and brokers. Shares feedback on the product, processes, etc. to internal stakeholders to ensure continual enhancement of the insurance offer. Develops and executes the business development strategy, sales targets and the sales results for the assigned region. Builds sales and industry presentations and attends MGA conferences as speaker to represent BMO Life Assurance and build reputation in the market. Plays a leadership role in the industry to promote BMO Life Assurance. Provides input to the national sales strategy based on the potential in the assigned region. Analyzes the distribution network of managing general agencies (MGAs) and brokers to set contact and relationship priorities. Recruits new regional MGAs and brokers. Drives business development efforts and marketing plans of the sales team. Contacts MGAs and brokers within assigned region to promote product and services, and increase overall business results. Acts as a trusted advisor to assigned business/group. Influences and negotiates to achieve business objectives. Recommends and implements solutions based on analysis of issues and implications for the business. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Discusses sophisticated insurance concepts based on customer scenarios with MGAs and brokers to demonstrate the benefit of BMO Life Assurance products. Shares sophisticated insurance concept solutions to leverage success across the regional team. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Monitors sales results for MGAs to identify any issues and mitigate as effectively as possible. Designs and produces regular and ad-hoc reports, and dashboards. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Reviews sales client messaging to safeguard the organization and customer assets via established compliance and regulatory parameters. Provides input into the planning and implementation of operational programs. Provides insurance quotations. Provides technical support on products, illustration software and other tools. Manages the special quote process ensuring that the response is received according to the desired timeline. Manages large case process to build the overall regional business. Expedites application as much as possible. Answers questions about insurance concepts. Leads/participates in the design, implementation, and management of core business/group processes. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Supports the achievement of the business plan within the designated region. Supports the delivery of the desired client experience to MGAs and brokers to enhance business opportunities. Collaborates effectively with internal stakeholders to build capability and drive business growth. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Life insurance license preferred. Certified Financial Planner or Chartered Life Underwriter preferred but not required. In-depth knowledge of insurance business, agencies and underwriting principles. In-depth knowledge of financial concepts, including financial planning and financial understanding of insurance products. In-depth knowledge of more advanced sales concepts in insurance, including corporate applications. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Compensation and Benefits: $63,500.00 - $117,600.00 Pay Type: Salaried The above represents BMO Financial Groups 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 Groups expected target for the first year in this position. BMO Financial Groups 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 Were here to help At 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. Well 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, well 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 others 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.