Bilingual Associate Account Manager

At FIRST Insurance Funding of Canada (FIRST Canada), we are proud to promote a workplace that fosters growth and innovation. We employ a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment. Our open concept and creative culture fosters team work and presents opportunities for growth within the organization. FIRST Canada is an affiliate of Wintrust, a financial services company with more than $66 billion in assets.

Join the FIRST Insurance Funding of Canada (FIRST Canada) team. We are a multi-year Globe and Mail / Morneau Shapell Employee Recommended workplace with an award-winning culture. We offer a flexible, hybrid-work model and our FIRST Flex program offers opportunity to work internationally. We have a comprehensive benefit package including:

• Health Benefits:
  
  including medical, dental, vision, life, and health spending account
• Financial Benefits:
  
  an RRSP plan with a generous company match and competitive compensation including discretionary or incentive bonuses
• Education Benefits: education reimbursement and on-demand learning courses

Our team is composed of people enthusiastic who thrive in an entrepreneurial, fast-paced environment. We favor the balance between professional and personal life as well as opportunities for internal growth.

We have a culture that encourages an entrepreneurial spirit We offer multiple opportunities for development and upward mobility

Reporting to the Territory Manager, the Associate Account Manager is responsible for supporting sales regions to achieve loan volume and revenue targets.

Key responsibilities include preparing and submitting new and renewing premium finance loans under a pre-defined volume threshold, following up on renewals, submitting loans for conversion, assisting with credit and pricing requests and providing excellent customer service to brokers via phone and email.

• Prepare incoming quote requests
• Proactively perform follow-up on renewal and lost quotes from the prior year
• Assist with loan submissions; ensure loans are properly submitted for conversion
• Develop and maintain strong relationships with brokers representing FIRST Insurance Funding of Canada in a professional manner
• Provide customer service and assistance to brokers calling in and emailing with inquiries
• Identify and manage existing high priority brokers
• Manage overall pricing margins and broker profitability
• Analyze broker profitability to help determine broker’s segment
• Apply the appropriate 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 for further investigation
• Support arrears where there may be possible relationship impacts
• Support new business development activity
• Undertake periodic visits to brokers’ offices
• Other job-related duties as assigned

• Strong organizational and time management skills; able to effectively manage multiple priorities in a fast-paced environment
• Accuracy and attention to detail
• Strong interpersonal skills with a positive, proactive, ‘can do’ attitude
• Accountable for results
• Ability to work as part of a team
• Strong communication skills both verbal and written
• Desire for continuous learning
• Proficient in Microsoft Office (Outlook, Word and Excel)

• University/college degree is preferred
• 3-5 years business experience
• Commercial credit experience an asset
• Understanding of commercial insurance policies an asset
• Experience with insurance brokering network an asset
• Understanding of various financial products an asset
• Fully Bilingual in French and English both Verbal and Written.

The estimated salary for this role is $42,000 - $55,000, along with eligibility to earn a quarterly bonus. Actual pay rate may vary based on several factors, such as a candidate’s qualifications, skills and experience

No AI technology is used in the recruitment process

This position is an existing vacancy that is actively being filled