
Associate, Professional Services
- Montreal, QC
- Permanent
- Full-time
- Assist in providing insurance broking and related advisory services for the insurance needs of professional service firm clients.
- Participate in and assist team with, the delivery of services to clients’ risk managers and offices of general counsel.
- Provide advice, support, and prepare key deliverables to clients.
- Prepare underwriting submissions and claims exhibits for commercial (re)insurers.
- Draft and prepare policy documentation and endorsements and prepare wording comparisons across different risks, when necessary.
- Prepare premium invoices and compute applicable taxes and track the receipt and flow of funds.
- Monitor the financial strength ratings of commercial (re) insurers.
- Assist in the accurate organization and administration of clients’ claims data and its extraction for reporting purposes
- Prepare and analyze statistical exhibits and presentations in relation to historical claims experience.
- Collaborate with team members and Aon’s actuaries to analyze the cost of risk for the setting of (re)insurance premiums.
- Prepare reports, summaries, papers, and meeting materials for delivery directly to clients.
- Respond to queries from clients and commercial (re)insurers.
- Manage and assist in the preparation and issuance of verifications of insurance.
- Collaborate with colleagues in other Aon offices (Toronto, London, New York and elsewhere) in the coordinated delivery of service to clients.
- Attend team meetings, maintain team/personal outstanding lists, and maintain files that clearly and accurately record the activities and communications of the team.
- Attend training sessions, presentations and meetings that will assist with present and anticipated future responsibilities.
- Bachelor’s degree in business, economics, finance, accounting, communications or a related field, or equivalent experience in the industry.
- AMF Damage Insurance Broker and RIBO licenses is required for this role, or candidates must be willing to obtain them within 12 months.
- CRM and CIP designations will be considered an asset
- Minimum of 2 years of previous insurance experience.
- Excellent written and verbal communication skills; effective at training and mentoring others
- Strong math, analytical, and attention-to-detail abilities
- Highly motivated, self-directed, and demonstrates strong interpersonal skills
- Skilled in organizing, prioritizing, and meeting workflow deadlines under pressure
- French / English bilingualism preferred due to frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces and/or internationally.