FINEX Team

We have an exciting opportunity in our growing Western Canada FINEX team for a Broker. This role is responsible for Management Liability, Kidnap & Ransom, Professional Liability, Cyber and Privacy Risks. Additionally, this role will focus on new and renewal business working on D&O, Crime, Fiduciary Liability and Employment Practices Liability insurance.

Role Description

Accountabilities: 

  • Manage a portfolio of clients, overseeing renewals for executive risk insurance and handling open market placements
  • Negotiate coverage terms, conditions, and pricing with insurers for new and renewal business
  • Review and recommend policy adjustments as needed
  • Collaborate with team members on client presentations relating to insurance terms and conditions
  • Issue and conduct technical reviews of policy documents for accuracy
  • Request policies and/or amendments from insurers
  • Provide timely, high-quality service, and risk-management advice to clients
  • Ensure client records are accurately maintained in our broker management system (EPIC) and shared drive
  • Represent Purves Redmond Limited at industry and client events
  • Occasional travel across Canada as needed for client and market meetings and events

 

 The ideal candidate meets the following requirements: 

  • 5-10 years of experience in Financial Lines Insurance (Broking or Underwriting)
  • Degree or diploma in Business or Finance
  • Alberta and British Columbia Broker License (or willingness to obtain)
  • RIBO license, Chartered Financial Analyst (CFA) and/or Registered Professional Liability Underwriter (RPLU) designations are assets
  • Canadian Securities Course (CSC) would be an asset
  • Cyber-liability placement experience an asset
  • Strong communication and presentation skills
  • Proficiency in Microsoft Office Suite
  • Client-focused, motivated, and a team player eager to learn and collaborate

 

If this opportunity is right for you, please submit your resume and cover letter by email to careers@purvesredmond.com and reference the Job ID above in the title. We would like to thank all applicants for their interest but only those selected for an interview will be contacted.

At PRL, we are an equal employment opportunity employer based on job-related skills and experience. If you require any accommodation during the hiring process or upon hire, please inform Human Resources and we will provide suitable accommodation that takes into account the applicant’s accessibility.

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