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Commercial Insurance Coach

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Job type

full time

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Consilium Insurance and Financial Services Group is an independent insurance firm specialized in commercial insurance with a team of brokers in personal insurance to support brokers. The head office is located in the heart of Old Montreal, but the company also has St-Jérôme, Sherbrooke, Cowansville, Mont-Tremblant and Ahuntsic. Consisting of a large and prestigious clientele, the company is currently looking for a coach to support the team of commercial insurance brokers.

Job type

full time

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Responsabilities

  • Prepare a training plan adapted to the needs of the participants and the company.
  • Work closely with management to develop basic tools for commercial insurance brokers.
  • Write follow-up reports for each of the training participants.
  • Perform transactions reviews and perform required coaching.
  • Evaluate the learning curve of each of the trained brokers.
  • Concentrate and centralize relevant information.
  • Organize and animate sporadically informative meetings and create informative and objective video.

Required profile

  • Bilingual
  • Knowledge of the Microsoft suite.
  • Be prepared to work under a hybrid model, the face-to-face formula will be required at the start of training during the first weeks with newcomers.
  • Own a car and be willing to travel to our various offices.
  • Good time management.
  • Good management of priorities.
  • Have excellent oral and written communication.
  • Certified and hold a valid license from the AMF in commercial damage insurance.
  • Located in Montreal or on the outskirts (North Shore + South Shore).
  • Module management experience. (a plus)
  • In-depth knowledge of the BMS TAM , Policy Works and ZOOM meeting. (a plus)
  • Ability to manage both SME-level risks and large-scale accounts.
  • Must have a minimum experience of 5 to 10 years in commercial insurance brokerage and know the management model by module.
  • General knowledge of commercial insurance products and appetites.
  • People development focused.
  • Compliance focused.
  • Ability to convey information clearly.
  • Being in solution mode.
  • Be a positive and inclusive leader.
  • Demonstrate managerial courage.
  • Be open and agile in the face of adversity.
  • Be a team player available to work on projects with management.

We offer

  • Dental care 80% Individual or family package
  • Medicines 80% Individual or family package
  • Free virtual medical assistance with insurance
  • Long term disability insurance
  • Dependent life insurance
  • REER & RPDB
  • The schedule is 35 hours / week
  • Hybrid work model
  • 3 or 4 weeks vacation depending on level of experience
  • 5 days of personal leave (sick)
  • 1 additional week of vacation during the holiday season
  • Bonuses based on annual performance