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Portfolio Manager - Thornhill, Canada - My Insurance Broker Corp

My Insurance Broker Corp

Verified Company

Thornhill, Canada

1 month ago

Posted by:

Sophia Lee

beBee Recruiter

CIS Insurance Brokers is currently seeking positive and enthusiastic individuals to join our team of insurance professionals as Portfolio Manager.

Responsibilities

Manage a portfolio of existing House account clients.
Offer comprehensive portfolio services, including remarketing, payments, and policy changes.
Thorough analysis of MVR and AutoPlus reports.
Review client accounts annually to determine the best course of action.
Engaging with various company underwriters.

What's in it for you?
At CIS, work-life balance is extremely important to us.

Here are some of the Advantages provided to our staff:

Competitive salary
Comprehensive benefits including health, dental, vision, and Employee Assistance Program (EAP)
Paid vacation and paid personal/sick time off.
Peoplefocused company culture
Exciting Company Social Events
Reimbursement of license fees and professional membership dues

How We Help You Succeed
Your success matters greatly to us

We provide:
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Training and Support

Whether it is mentorship, growth opportunities, or onthejob training, we are here for you. You will be supported by a team of underwriters.

-
Career Growth

What professional goals have you set for yourself? We care about your career, and we can help you get there.

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Continuing Education

We invest in you. That's why CIS provides paid continuing education opportunities to help you grow professionally.

What we are looking for

RIBO License in good standing required;
Prior experience in portfolio management
Proficiency in Mandarin, Cantonese is an asset.
Strong analytical skills and effective communication abilities.
Adaptability and resilience in dynamic work environments
Proven experience working in a high volume and/or fastpaced environment;
Excellent computer skills expected including fluency in Broker management systems
EPIC is an asset;

Benefits: