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Bilingual Associate Account Manager
FIRST Insurance Funding of CanadaAssociate Account Manager supporting premium finance loans, broker relationships, credit analysis, and revenue targets for Canadian insurer FIRST Canada. Hybrid role serving Montreal or Toronto sales regions.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational and time management skills while managing multiple priorities in a fast-paced environment. Proficient in analyzing broker profitability and applying credit risk and pricing analysis to support underwriting requests.
Highest-signal resume keywords
Broker Relationship ManagementCredit Risk AnalysisCommercial Insurance UnderstandingBilingual CommunicationMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Credit Risk AnalysisPricing AnalysisBroker Profitability AnalysisCommercial Credit ExperienceFinancial Product Understanding
Soft Skills
Strong Interpersonal SkillsAttention to DetailAccountability for ResultsTeam CollaborationStrong Verbal and Written Communication
Tools & Technologies
Microsoft OfficeOutlookWordExcel
Industry Keywords
Commercial Insurance PoliciesInsurance Brokering NetworkLoan Volume TargetsPremium Finance LoansCustomer Service
About the role
Key responsibilities & impact- Support sales regions in achieving loan volume and revenue targets
- Prepare and submit new and renewing premium finance loans under a predefined volume threshold
- Proactively follow up on renewals and lost quotes from the prior year
- Submit loans for conversion and assist with credit and pricing requests
- Provide customer service and assistance to brokers by phone and email
- Develop and maintain professional relationships with brokers representing FIRST Insurance Funding of Canada
- Identify and manage existing high-priority brokers
- Manage pricing margins and broker profitability
- Analyze broker profitability to help determine broker segment
- Apply credit risk and pricing analysis when assisting with underwriting requests
- Provide brokers with training on systems and processes as required
- Escalate new business opportunities, programs, and solutions to the Account Manager
- Support arrears where there may be relationship impacts
- Support new business development activity
- Undertake periodic visits to brokers’ offices
- Perform other job-related duties as assigned
Requirements
What you’ll need- Strong organizational and time management skills; ability to manage multiple priorities in a fast-paced environment
- Accuracy and attention to detail
- Strong interpersonal skills with a positive, proactive, can-do attitude
- Accountability for results
- Ability to work as part of a team
- Strong verbal and written communication skills
- Desire for continuous learning
- Proficiency in Microsoft Office, including Outlook, Word, and Excel
- 3–5 years of business experience
- Commercial credit experience is an asset
- Understanding of commercial insurance policies is an asset
- Experience with an insurance brokering network is an asset
- Understanding of various financial products is an asset
- Fully bilingual in French and English, both verbal and written
Benefits
Comp & perks- Flexible, hybrid-work model
- FIRST Flex program offering opportunity to work internationally
- Health benefits including medical, dental, vision, life, and health spending account
- RRSP plan with a generous company match
- Competitive compensation
- Eligibility for discretionary or incentive bonuses
- Quarterly bonus eligibility
- Education reimbursement
- On-demand learning courses
- Work/life balance support
- Growth-from-within opportunities
- Opportunities for development and upward mobility