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

Who we are? Cansel helps clients capture, transform and manage data leading to increased field to finish efficiency and profitability. For more information, visit us at http://www.cansel.ca. Position Summary We are searching for a dedicated and experienced professional to join Cansel’s Sales Team in the Wide-format segment in Montréal.We are looking for someone with a good understanding of the wide format print market and the value of our equipment. Your role is to identify opportunities, solve problems and satisfy needs to ensure customer satisfaction and market growth through repeat business and business development. We need a bilingual Account Manager because the individual will serve both QC and Ontario provinces. In this role, you will... • Actively hunt for new business opportunities by identifying needs of new and existing customers, following trends in the Industry market, and discovering leads. This will include on-site demonstrations and cold-calling throughout your territory.• Manage existing customer account base through regular customer contact, monitoring, and development• Provide excellent customer service to key accounts, troubleshoot customer problems and offer post-sales support services• Meet all sales target performance indicators (KPIs)• Perform sales presentations and demonstrations• Participate in trade-shows, training events or other related events as requested and required• Provide reports to Vice President on your activity and new pipelines• Requires weekly to speak to customers in English and explain technical products including Wide Format Printer features and specifications. About you... • Bilingual FRENCH / ENGLISH.• Understandable English; Level of interaction in English is 40% of the time.• Solid technical experience in the wide format print industry is an asset.• An energetic, self-starter with an entrepreneurial spirit and passion for selling in a competitive market.• Experience in an outside sales role in relevant industries.• Experience recommending, presenting, and selling a number of products based on customer needs.• Self-motivation, flexibility, drive, and superb communication and computer skills are essential.• Willingness to spend 40-60% of time on the road (locally, but occasionally overnight) servicing and visiting customers across your territory.• Driving license in good standing.• Creative problem-solving skills and business savvy. Bonus points • Familiarity with Salesforce would be a bonus Why choose us? In addition to the strong growth culture of the company, Cansel offers:1- Competitive compensation package.2- Uncapped Commission incentives for the sales team.3- Flexible extended health and dental benefits program.4- Group Life, Short term Disability, Long Term Disability, AD&D, and Critical Illness Insurance5- Access to on-line pharmacy6- Company vehicle program for Sales Reps.7- Employee Referral Program.8- Book Club program (we will buy any book that you feel would be beneficial to assist in your professional development).9- Free access to our online courses database.10- Exclusive discount offers on shopping, sports, movies, travels and more through Perkopolis.11- Preferred rates on some gym memberships.12- Preferred rates on personal insurance.13- Generous long service reward program.Cansel is proud to be an equal opportunity employer and of the broad diversity of its employees. All qualified applicants will receive equal consideration for employment regardless of race, ethnicity, religion, gender, gender identity or expression, sexual orientation, disability, or age.

Who we are? Cansel helps clients capture, transform and manage data leading to increased field to finish efficiency and profitability. Position Summary Cansel is the largest Trimble re-seller in Canada. As one of Cansel’s Engineering Account Manager (sales), you will need hutzpah and drive to sell this equipment. You will be on the road at least one week per month. We are looking for someone who has experience as a surveyor or other Engineering/Surveying experience and sales training will be provided. In this role, you will... be following trends in the industry market and discovering leads.• Perform sales presentations, on-site demonstrations and cold calling throughout your territory.• Maintain existing customer/volume base through regular customer contact, monitoring, and development• Provide excellent customer service to key accounts• Meet all sales target performance indicators• Participate in trade-shows, training events or other related events as requested and required• Provide reports to Regional Sales Manager on activity and new pipelines About you... • Imperative that you have experience as a surveyor or in Survey and/or the Engineering (AEC) industry.• An energetic, self-starter with an entrepreneurial spirit and passion for selling in a competitive market• Experience recommending, presenting, and selling a number of products based on customer needs• Initiative, self-motivation, flexibility, drive, and superb communication and computer skills are essential• Willingness to spend 40-60% of time on the road (locally and occasionally overnight) servicing and visiting customers• Creative problem-solving skills and business savvy• Driving license in good standing Bonus points • Post-secondary degree/diploma in a relevant field (Construction/Survey/Civil Engineering and geomatics) or equivalent, or a combination of experience and training• Some experience in an outside sales role, preferably in the AEC Industries.• Familiarity with Salesforce or other CRMs. Why choose us? In addition to the strong growth culture of the company, Cansel offers:Competitive compensation package.Uncapped Commission incentives for the sales team.Flexible extended health and dental benefits program.Group Life, Short term Disability, Long Term Disability, AD&D, and Critical Illness InsuranceAccess to on-line pharmacyCompany vehicle program for Sales Reps.Employee Referral Program.Book Club program (we will buy any book that you feel would be beneficial to assist in your professional development).Free access to our online courses database.Exclusive discount offers on shopping, sports, movies, travels and more through Perkopolis.Preferred rates on some gym memberships.Preferred rates on personal insurance.Generous long service reward program.Participate in the Cansel Group of Companies Employee Share Ownership Plan after 1 year of employment.Cansel is proud to be an equal opportunity employer and of the broad diversity of its employees. All qualified applicants will receive equal consideration for employment regardless of race, ethnicity, religion, gender, gender identity or expression, sexual orientation, disability, or age.

Who we are? Cansel helps clients capture, transform and manage data leading to increased field to finish efficiency and profitability. Position Summary Cansel is the largest Trimble re-seller in Canada. As one of Cansel’s Municipal, Utility & Forestry Account Manager (sales), you will need hutzpah and drive to sell this equipment. You will be on the road at least one week per month. We are looking for someone who has experience as a surveyor or other Engineering/Surveying experience and sales training will be provided. In this role, you will... be based in Winnipeg, Regina, or Saskatoonbe following trends in the industry market and discovering leads.• Perform sales presentations, on-site demonstrations and cold calling throughout your territory.• Maintain existing customer/volume base through regular customer contact, monitoring, and development• Provide excellent customer service to key accounts• Meet all sales target performance indicators• Participate in tradeshows, training events or other related events as requested and required• Provide reports to Regional Sales Manager on activity and new pipelines About you... • Imperative that you have experience as a surveyor or in Survey and/or the Engineering (AEC) industry.• An energetic, self-starter with an entrepreneurial spirit and passion for selling in a competitive market• Experience recommending, presenting, and selling a number of products based on customer needs• Initiative, self-motivation, flexibility, drive, and superb communication and computer skills are essential• Willingness to spend 40-60% of time on the road (locally and occasionally overnight) servicing and visiting customers• Creative problem-solving skills and business savvy• Driving license in good standing Bonus points • Post-secondary degree/diploma in a relevant field (Construction/Survey/Civil Engineering and geomatics) or equivalent, or a combination of experience and training• Some experience in an outside sales role, preferably in the AEC Industries.• Familiarity with Salesforce or other CRMs. Why choose us? In addition to the strong growth culture of the company, Cansel offers:-Competitive compensation package (Total Compensation CA95,000-110,000)-Uncapped Commission incentives for the sales team.-Flexible extended health and dental benefits program.-Group Life, Short term Disability, Long Term Disability, AD&D, and Critical Illness Insurance-Access to on-line pharmacy-Company vehicle program for Sales Reps.-Employee Referral Program.-Book Club program (we will buy any book that you feel would be beneficial to assist in your professional development).-Free access to our online courses database.-Exclusive discount offers on shopping, sports, movies, travels and more through Perkopolis.-Preferred rates on some gym memberships.-Preferred rates on personal insurance.-Generous long service reward program.-You may participate in the Employee Share Ownership Program after one year of employmentCansel is proud to be an equal opportunity employer and of the broad diversity of its employees. All qualified applicants will receive equal consideration for employment regardless of race, ethnicity, religion, gender, gender identity or expression, sexual orientation, disability, or age.

Aon Is Looking For A Senior Broker, Mining 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 Mining Broking Group within Aon. 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 Participates in client and prospect meetings Collaborates with clients to develop coverage strategy and marketing initiatives for renewal and prospective business Collaborates with sales producers to support growth strategies and specific prospecting activities Collaborates to build national initiatives around Casualty lines of coverage Provides guidance, training and mentoring to assist in the development of less experienced Brokers within the national group Builds productive working relationships with peers and higher-level professionals internally and externally to exchange information and make recommendations Analyzes client specific risk exposure and details coverage requirements Prepares and presents marketing proposals for renewals and new business Negotiates with underwriters to establish the best terms and conditions with respect to premiums and coverage Follows up with insurer to confirm terms of negotiated contract are met Approves documentation for new contracts, policy changes, additions, deletions and renewals Establishes contacts and cultivates relationships within the underwriting community in an effort to achieve the best premiums and coverage for Aon clients Performs other related duties as required How this opportunity is different As a Mining Broker with Aon's Mining Centre of Excellence, you will negotiate with Underwriters for the best terms, conditions and competitive pricing for existing and new clients. Skills and experience that will lead to success 5+ years of insurance background and knowledge is required Expertise in Casualty is an asset Expertise in the Natural Resources / Energy / Mining sector is an asset Broker licensed is an asset Strong skills in both written and verbal communications to be able to make an impact and influence with the client and the insurance company 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 2537671

Application Deadline: 04/24/2024Address:60 Yonge StreetThe New Business Associate is accountable to provide excellent customer service by processing all aspects of life insurance applications from case set-up to policy contract issue and settlement, within established service standards. Producing high quality work is essential to this position. This position is the first line of customer service for BMO Insurance. The incumbent must display a strong sense of professionalism as well as superior customer service skills to ensure the best possible experience for our clients.Accountabilities Customer Service Process life insurance applications for Advisor distribution channel in an efficient manner to meet service level standards for New BusinessIssue and settle policy contracts in an efficient manner to meet service and quality level standardsAddress customer services issues according to established parameters, escalating as required to the Manager, New Business for resolution. Demonstrate sound judgement in the handling of customer interactions and appropriate escalation to managementUnderstand and follow established policies and procedures in the processing of new business applications, issuing and settling of policy contractsExhibit a strong sense of partnership with internal and external customers and commitment to service, and carry out functions with an extremely high sense of urgencyInvestigate and resolve inquiries from the field and other team members related to specific casesCollaborate with Underwriting and Underwriting Support staff to exchange information and facilitate an efficient decision by the underwriterEffectively communicate with Case Coordinators to obtain any outstanding requirementsProvide accurate and professional service to our customers and MGAs/Advisors, performing but not limited to the following activities:Answering advisor inquiries to provide accurate information about BMO Life Assurance applicationsRun policy illustrations to verify premium calculations are correct Liaise with internal departments to ensure the accurate and timely exchange of informationPerforming simple and complex New Business administrative tasks, as required for the processing of insurance applicationsManaging time sensitive financial transactions which requires understanding of market timing and the impact of backdatingUnderstanding the impact of the movement of money within the organization as it relates to GAAP and AML guidelines to meet OSFI audit requirements Risk Management Adhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activitiesAccuracy and timeliness of the work completed by this role is critical to BMO Life Insurance's reputational risk Required Skills Strong customer service orientationAbility to effectively multi-taskAbility to handle high pressure situations with very tight turnaround requirementsExcellent organization skillsProductivity focused: Able to consistently process a high volume of tasks dailyAbility to make sound transactional decisions in accordance with policies and directivesProficient with Microsoft Office (Word, Excel) Required Knowledge High school diplomaUniversity/College graduates preferredExcellent English - Written and Oral Communication skills requiredFluently Bilingual in French would be an asset but not requiredCompletion of introductory LOMA courses (LOMA 1 and 2) preferredWorking knowledge of life insurance products, particularly Universal Life, Traditional Life and Critical Illness product features, and channels1-2 years' experience in Life Insurance; New Business or Customer Service area preferredPrevious experience with systems used to administer cases would be an asset (including: INGENIUM, WinRisk, Work Management and Digital Library FileNet)Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 05/16/2024 Address: 250 Yonge Street Job Family Group: Customer Shared Services The New Business Associate is accountable to provide excellent customer service by processing all aspects of life insurance applications from case set-up to policy contract issue and settlement, within established service standards. Producing high quality work is essential to this position. This position is the first line of customer service for BMO Insurance. The incumbent must display a strong sense of professionalism as well as superior customer service skills to ensure the best possible experience for our clients. Accountabilities Customer Service Process life insurance applications for Advisor distribution channel in an efficient manner to meet service level standards for New Business Issue and settle policy contracts in an efficient manner to meet service and quality level standards Address customer services issues according to established parameters, escalating as required to the Manager, New Business for resolution. Demonstrate sound judgement in the handling of customer interactions and appropriate escalation to management Understand and follow established policies and procedures in the processing of new business applications, issuing and settling of policy contracts Exhibit a strong sense of partnership with internal and external customers and commitment to service, and carry out functions with an extremely high sense of urgency Investigate and resolve inquiries from the field and other team members related to specific cases Collaborate with Underwriting and Underwriting Support staff to exchange information and facilitate an efficient decision by the underwriter Effectively communicate with Case Coordinators to obtain any outstanding requirements Provide accurate and professional service to our customers and MGAs/Advisors, performing but not limited to the following activities: Answering advisor inquiries to provide accurate information about BMO Life Assurance applications Run policy illustrations to verify premium calculations are correct Liaise with internal departments to ensure the accurate and timely exchange of information Performing simple and complex New Business administrative tasks, as required for the processing of insurance applications Managing time sensitive financial transactions which requires understanding of market timing and the impact of backdating Understanding the impact of the movement of money within the organization as it relates to GAAP and AML guidelines to meet OSFI audit requirements Risk Management Adhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities Accuracy and timeliness of the work completed by this role is critical to BMO Life Insurances reputational risk Required Skills Strong customer service orientation Ability to effectively multi-task Ability to handle high pressure situations with very tight turnaround requirements Excellent organization skills Productivity focused: Able to consistently process a high volume of tasks daily Ability to make sound transactional decisions in accordance with policies and directives Proficient with Microsoft Office (Word, Excel) Required Knowledge High school diploma University/College graduates preferred Excellent English - Written and Oral Communication skills required Fluently Bilingual in French would be an asset but not required Completion of introductory LOMA courses (LOMA 1 and 2) preferred Working knowledge of life insurance products, particularly Universal Life, Traditional Life and Critical Illness product features, and channels 1-2 years experience in Life Insurance; New Business or Customer Service area preferred Previous experience with systems used to administer cases would be an asset (including: INGENIUM, WinRisk, Work Management and Digital Library FileNet) Compensation and Benefits: $37,500.00 - $69,500.00 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.

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.

Financial Services Group Broker Are you curious by nature? Interested in news, finance and the economy? Make a difference for a customer drives you? Do you like being part of THE team in the market? If so, this opportunity is for you! This is a hybrid position with the ability to work both virtually and from one of our Western Region Aon offices. This according to the national Smart Working policy. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like Analyze client's specific risk exposure and detail coverage requirements Prepare and present marketing proposals for renewals and new business Negotiate with underwriters to establish the best conditions in terms of premiums and coverage Follow up with the insurer to confirm that the conditions of the negotiated contract are respected Approve documentation for new contracts, policy changes, additions, deletions and renewals Build contacts and maintain relationships within the underwriting community with the goal of obtaining the best premiums and coverage for Aon customers Participate in client and prospect meetings Other related tasks as needed How this opportunity is different As a broker, you will have the chance to be part of a national team that will help you grow through training and support. You will work closely with account managers as an expert advisor. Your work will have a significant impact in the client's risk transfer strategy more specifically in relation to their executive risks which includes liability of directors’ and officers’ liability, fiduciary liability (pension plan ), employment practices liability and fidelity insurance Skills and experience that will lead to success Minimum 2 years of experience and knowledge in insurance, an asset The commercial damage insurance broker's license or intention to obtain it within a period of 6 months Strong written and verbal communication skills A financial or legal background is a major asset How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on [email protected] Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Dependent on regional requirements, please include specific benefits where applicable and relevant accommodation criteria and enhanced equal opportunities statement #LI-LK1 2540867

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.

Aon Is Looking for a Senior Broker; Mid-Market Construction - Centre of Excellence 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 Mid-Market Construction Centre of Excellence within Aon Reed Stenhouse in either Toronto, ON, or Winnipeg, MB. As a Broker, you will report directly to the Senior Vice President & Centre of Excellence Manager. 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 Operating as part of the National Centre of Excellence for Construction (Mid-Market) serving clients across Canada; Collaborates with Account Executives in assigned regions to develop coverage strategy and marketing initiatives for renewal and prospective business in the Construction and Contracting segment; Analyzing client specific risk exposure and details coverage requirements; prepares and presents marketing proposals for renewals and new business; Negotiates with underwriters to establish best terms and conditions with respect to premiums and coverage; Continually works to develop thought leadership and expertise in the Construction segment through networking, technical training, and market/industry/client discussions; Communicates current trends and issues to interested parties internally and externally; Establishes and maintains strong relationships with the underwriting community with a focus on construction and contracting specialty markets for the ultimate benefit of the client and the practice; Follows up with insurer to confirm terms of negotiated contract(s) are met; In conjunction with other team members, prepares, reviews and approves client-ready documentation, including proposals, analysis, comparisons, manuscript policy documents, mid-term changes, new business and renewals; Provides leadership, mentoring and direction to assist with growth and development of Associate Brokers or other members of the broking support teams; 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 Reporting to the Senior Vice President and National Manager of the Middle Market Construction Team, you will be joining a well versed, collaborative national team supporting our clients coast to coast. Within this role, you will be exposed to a vast network of clients and their needs which are as diverse as Canada itself allowing you to really build your experience and build on your own creative prowess. Skills and experience that will lead to success Required Experience: Minimum of 7 years of progressive responsibility and experience in placing all lines of coverage for commercial risks with both domestic and Lloyds markets, with specific focus on placing risks for the construction and contracting segment; Works collaboratively as a key member a team and independently with minimum supervision; Comfortable participating and contributing in meetings with senior to executive level underwriters and clients where necessary; Excellent interpersonal, communication and presentation skills, both verbally and written; Client focused and proven relationship building skills; Meticulous attention to detail, refined organizational skills and the ability to multi-task; Strong organization skills and the ability to prioritize under pressure of competing deadlines; Strong computer skills including proficiency with the Microsoft Office suite of programs. Preferred Experience: Ideally Ten (10) to fifteen (15) years of commercial marketing / broking experience; Experience in placing all lines of coverage for commercial risks with both domestic and Lloyds markets, with specific focus on placing risks for the construction and contracting segment would be a major asset. Education: Post-Secondary degree or a combination of education and equivalent years of industry experience; Licensed in Ontario (RIBO) and ability to obtain in other regions in a timely manner; Completion of or desire to complete at least one of the following professional designations: Chartered Insurance Professional (CIP); or Canadian Accredited Insurance Broker (CAIB) or Certified Risk Management (CRM) (Partial completion of one or more designations can be considered on an individual basis); Commitment to ongoing learning and professional development. 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 #CA_IND 2542833

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionThe opportunityManulife Wealth Insurance Services Inc (MWISI) currently has a position available for an Insurance Case Coordinator (Bilingual). While supporting Manulife and other insurance carriers, this position is responsible for the coordination of business received from both MSII and 3rd party Independent Advisors.Scope (Dimensions & Organizational Impact):This position is the MGA “Back Office” for MWISI and 3rd party Independent Advisors. It will serve as the central channel for advisors to submit their New Business and In-Force Insurance business for any of the insurance carriers supported by MWISI. This position greatly impacts advisor retention as well as advisor sales. It will be a key influencer as to the level of business growth that each advisor places through the MSII.Key Accountabilities:Build relationships and rapport with advisors by being their advocate, anticipating their needs and being their consistent point of contact during the New Business and In-Force processes.Ensure New Business and In-Force applications move through the various stages accurately and within service standards.Proactively order medical evidence and review all incoming applications and attachments for correct and complete information to ensure prompt processing, reduce the risk of mismatched mail, and to ensure contracts are being issued without errors. Promptly working with advisors or related head office departments to correct identified errors in applications or processes.Assume ownership of files assigned while effectively prioritizing the work based on urgencies. Influence internal clients to meet pre-established service standardsMaintain up to date and comprehensive case notes summarizing actions taken and inquiries received.Promptly escalate any complex service issues or complaints for immediate attention and resolution.Qualifications:Bilingualism in French & EnglishNegotiation and problem-solving skillsExcellent written and verbal communication skills, using clear language and the ability to ask probing questionsAbility to obtain or give information in situations which require tact, diplomacy, or persuasion while dealing with angry, frustrated or uncooperative clientsProven customer service experience, with the ability to communicate effectively and professionally with all levels of managementProven ability to be a team player with strong interpersonal skillsAdaptable and able to deal with ongoing change managementAbility to identify when exceptions are required and to appropriately escalate in order to provide superior customer serviceAbility to research, identify a problem and provide input to finding a solutionExceptional organizational skillsAttention to detailKnowledge of individual insurance, insurance terminology and products are an assetUniversity Degree, College Diploma or equivalent working experience2 - 3 years in Financial Services industry, preferable MGA, Dealer or broker environments are also beneficial The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec#hybrid-About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationCAN, Ontario, Waterloo, 500 King Street NorthSalary range is expected to be between$41,925.00 CAD - $69,875.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

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.

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.

Financial Services Group Broker Are you curious by nature? Interested in news, finance and the economy? Making a difference for a customer drives you? Do you like being part of THE team in the market? If so, this opportunity is for you! This is a hybrid position with the ability to work both virtually and from our Toronto office. This is according to the national Smart Working policy. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like Analyze client's specific risk exposure and detail coverage requirements Prepare and present marketing proposals for renewals and new business Negotiate with underwriters to establish the best conditions in terms of premiums and coverage Follow up with the insurer to confirm that the conditions of the negotiated contract are respected Approve documentation for new contracts, policy changes, additions, deletions and renewals Build contacts and maintain relationships within the underwriting community with the goal of obtaining the best premiums and coverage for Aon customers Participate in client and prospect meetings Other related tasks as needed How this opportunity is different As a broker, you will have the chance to be part of a national team that will help you grow through training and support. You will work closely with account managers as an expert advisor. Your work will have a significant impact in the client's risk transfer strategy more specifically in relation to their executive risks which includes directors’ and officers’ liability, fiduciary liability (pension plan), employment practices liability and fidelity insurance. Skills and experience that will lead to success Minimum 3 years of experience and knowledge in insurance, an asset Currently hold a RIBO license or intention to obtain it within a period of 6 months Strong written and verbal communication skills A financial or legal background is a major asset How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. 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 2541464

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

Application Deadline: 04/13/2024Address: 1675 Grafton StreetJob Family Group:Customer SolutionsJoin BMO and the BrokerEdge team to work alongside experienced broker channel professionals who are ready to Boldly Grow the Good in Business and Life for our existing and emerging clients! Provides subject matter expertise in the design, development, management, and implementation of assigned projects from business case development through execution. Works across BMO to deliver specific project/program business results in alignment with overall group goals.Creates innovative business development strategies to grow the business in collaboration with other BMO partners.Contributes to the development of marketing and sales materials for new business opportunities.Identifies short- and long-term value creation opportunities for target customer segments.Develops, maintains, and executes a business plan to achieve client retention objectives.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.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Ensures alignment between stakeholders.Collaborates with internal and external stakeholders to meet business objectives.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Provides input into the planning and implementation of operational programs.Executes routine tasks (e.g. service requests, transactions, queries, etc.) in accordance with applicable service level agreements.Acts as a relationship manager on assigned projects / programs to ensure alignment with overall enterprise and group goals.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Participates in project / program design to provides advice and subject matter expertise that facilitates achievement of required business results.Conducts analysis required to inform strategic business development recommendations, and considers the "big picture" to assess the advisability of a course of action toward meeting group and enterprise goals.Collaborates with internal and external stakeholders to provide business context in the design, development, and implementation of business development programs and solutions.May network with industry contacts to gather and identify competitive insights and best practices.Breaks down strategic problems in business development, and analyses data and information to provide insights and recommendations.Monitors and tracks performance, and addresses any issues.Leads or supports change management activities to coordinate strategic business development initiatives across business / groups and support implementation logistics.Leads or participates in implementation of strategic business development initiatives within the group and across BMO by partnering with various internal and external stakeholders; complexity of initiatives may vary, and usually involve multiple stakeholders across the enterprise.Identifies enablers and key issues prior to and during implementation of strategic business development initiatives, and raises issues with stakeholders to resolve issues or risks that jeopardize delivery.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.Solid knowledge of Lean process improvement methodology.Working knowledge of process analysis and improvement tools.In-depth understanding of the business unit's risk and regulatory requirements.Strong knowledge of the business unit's transaction fulfillment procedures.Advanced knowledge of process and/or project management.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.The ideal candidate will reside in Atlantic Canada, reporting into the BrokerEdge Main Office, situated in Toronto, Ontario.The Business Development Manager will be required to attend events and attend in-person client meetings on a regular basis. Some travel may be required.Compensation and Benefits:$60,000.00 - $111,700.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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

Broker- Marine Are you curious about the inner workings of risk as it relates to the Marine and Logistics industry? Interested in working with a team of experts who are generous with sharing their knowledge, and joining an industry leading, highly inclusive organization? If this sounds like you, we should talk! 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 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 Participates in client and prospect meetings Collaborates with Account Executives and/or clients to develop coverage strategy and marketing initiatives for renewal and prospective business; Analyzes client specific risk exposure and details coverage requirements Prepares and presents marketing proposals for renewals and new business Negotiates with underwriters to establish the best terms and conditions with respect to premiums and coverage Processing, and/or issuing where applicable, new policies and policy renewals, changes, additions, deletions and cancellations; 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; Reviewing and proofreading all policy documents, obtaining proper signatures and dispensing as appropriate; Calculating adjustments and premiums on polices and other insurance documents; Providing leadership, mentoring and direction to Associate Brokers and/or Broking Coordinators; Leading by example by demonstrating and sharing with all lines of business the importance of standard process; 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 5 years Proven experience and knowledge in insurance Insurance level one required and level 2 perfeerd or intention to obtain it within a period of 6 months Strong written and verbal communication skills A marine or commercial insurance background is a major asset How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. 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] #LK-LK1 2542158

Commercial Underwriting ManagerSurrey (Agile Head Office), BC, 9850 King George Blvd #1500, Surrey, British Columbia, Canada Req #2890Friday, April 12, 2024Agile Underwriting Solutions Inc. has an exciting opportunity for a Commercial Underwriting Manager in a hybrid position at our Surrey BC office. 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 salary Comprehensive flexible medical and dental benefits Diverse mix of staff and demonstrated work/life balance Career growth opportunities and continuing education program Flexible paid Values Days to celebrate days important to you The Opportunity:In the leadership position of Commercial Underwriting Manager, you will manage the BC regional commercial underwriting team.You will bring together strong leadership and sales skills, along with commercial technical experience, to support the team in achieving the goals of the company, our brokers and employees.In this role you will be responsible for: Manages the Commercial team, including but not limited to, client service, satisfaction and retention; sales; claims resolution; employee attraction, retention, employee engagement and development. Responsible for leading a sales focused Commercial team in meeting sales targets, which includes renewal retention, rate increases, cross selling, and upselling. Responsible for Commercial team profitability within the branch. Review and monitor reports for key performance indicators. Convenes and leads regular meetings with the team and ensures initiatives are implemented effectively. Conduct annual performance reviews for all direct reports on time. Promote and support professional development for their reports. Help plan and support career aspirations with their team members. Leadership of market and business development resources of the branches Commercial team, including personally building and maintaining strong collaborative relationships with external carrier partners. Reinforces collaboration and demonstrates commitment to excellence, while establishing a client focused experience in the office. Building an exceptional client experience through which you will differentiate Westland in the marketplace. Fosters an environment of innovation and change; seeking to understand business needs, uncover areas for improving efficiency and process, and supporting the team in leading change initiatives. Maintain a high level of industry knowledge and technical skills, working towards higher educations, CAIB, CIP etc. Here's what you bring: Insurance Broker Level 2 License; working towards or completion of CIP designation Minimum 8 years' Commercial Insurance experience Proven experience as a manager of people and as a team builder Strong written and verbal communications skills, an active listener Ability to act as a change agent in a rapidly growing & changing environment A natural ability at instilling a culture of client service Adaptable when priorities change throughout the day based on team or client needs Strong work ethic without sacrificing your ability to have fun on the job 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, 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

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.