Investment Analyst

As an Investment Analyst, you will be the central pillar of our insurance team, contributing to informed decision-making and the development of tailor-made solutions for our clients. Your role will be essential in managing risks, maximizing profits and preserving our unmatched reputation in the market. Your main responsibilities will be to assist and support brokers in the placement of their files with insurers.

Main responsibilities

Placement support – business insurance

• Assists brokers in the placement of files and ensures follow-up;
• In collaboration with brokers, establishes a placement strategy;
• Negotiates renewal conditions and insurance coverage with insurers;
• Ensures that all necessary documentation is obtained in order to obtain favorable conditions for the placement of the file;
• Verifies the compliance of requests received;
• Stays on the lookout for new products offered by insurers;
• Coordinates the process and communicates the progress of the file to the various stakeholders (brokers and insurers);
• All other related tasks related to the service of placement.

Skills profile

Training: Certificate in commercial property and casualty insurance issued by the Autorité des marchés financiers (an asset).

Experience: 3-5 years of experience in underwriting or commercial insurance.

Specific knowledge:

•    Good knowledge of the Microsoft Office suite;
•    Knowledge of SigXP and PolicyWorks software (an asset);

Specific skills and abilities

•    A strong focus on customer service;
•    Communication skills and listening skills;
•    Ability to work in a team;
•    Ability to find creative solutions;
•    Demonstrate attention to detail and be conscientious in his work;
•    Ability to adapt to peak periods;
•    Ability to analyze and synthesize;
•    Bilingualism (an asset, considering the frequency and complexity of contacts in both languages to serve customers)