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Serve as primary account manager and broker-consultant for assigned employee benefits clients: retain accounts, coordinate carrier marketing and risk control, manage renewals and stewardship, present coverage recommendations to C-level clients, identify cross-sell opportunities, and ensure timely deliverables and receivable management.

Leads insurance sales and regional growth across Quebec by promoting HUB and Botica solutions, managing and developing a multidisciplinary sales team, recruiting and onboarding advisors, building carrier and advisor relationships, presenting tailored insurance strategies, supporting business development, and resolving escalated issues. The role requires strong insurance expertise, sales leadership, bilingual English-French communication, presentation skills, and knowledge of life and health insurance products and taxation.

Manage a commercial property and casualty insurance book of business, servicing clients, producers, and internal teams. Responsibilities include reviewing activities in EPIC, handling endorsements, billing, certificates, proposals, audits, policy analysis, risk assessments, renewal negotiations, marketing submissions, and coverage recommendations. The role advocates for clients, supports account growth, and mentors customer service representatives. It requires licensed P&C insurance expertise and is hybrid, with three office days weekly.

Manage a portfolio of commercial insurance accounts, coordinating new and renewal business, preparing quotes and proposals, processing applications, policies, endorsements, invoices, credits, and cancellations. Support producers and account executives, maintain accurate files and reports, gather underwriting data, communicate with clients, carriers, and internal representatives, and help train colleagues. The role also requires ongoing insurance education and professional development.

Manage and coordinate Canadian accounting teams to ensure GAAP compliance, SOX/internal controls, month-end close, audits, financial and operational reporting, M&A accounting, process improvements, and provide guidance to finance and operations stakeholders.

Provides administrative and client-service support to commercial insurance production teams. Responsibilities include processing documentation, corresponding with customers and insurers, reconciling accounts, maintaining electronic files, reviewing policy documents, following up on outstanding information, prioritizing daily tasks, and supporting other departments and reception as needed.

Develops and manages commercial insurance business by retaining clients, prospecting for new business, assessing coverage needs, delivering proposals, supporting risk and claims strategies, participating in tenders, negotiating service agreements, and monitoring accounts receivable. The role requires collaboration with assistants, marketing teams, clients, and internal stakeholders while maintaining strong service relationships.

Provides administrative and clerical support to property and casualty insurance brokers. Duties include billing and financing follow-up, insurance certificate processing, responding to confirmation requests, preparing documents and presentations, answering phones, distributing mail, tracking activities, prioritizing deadlines, and maintaining accurate records. Requires strong Microsoft Office skills, attention to detail, organization, teamwork, and the ability to work in a fast-paced environment.

Manage and retain a book of commercial insurance accounts, coordinating new and renewal business, quotations, applications, policy issuance, endorsements, invoices, cancellations, and client communications. Review policies for accuracy, gather underwriting data, maintain account files, generate reports, and collaborate with producers, carriers, underwriters, claims representatives, and service teams. The role also involves continuing education, maintaining insurance expertise, and assisting with employee training.

Serve as front-line receptionist and administrative support: greet visitors, route calls, manage mail/couriers, maintain office supplies and reception area, and provide general administrative assistance to brokers and staff.