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Financial Services, Consulting, Insurance, Human Resources

Insurance Product Specialist, Affinity

Montreal, QCHybridFull Time$60,000–$70,000 /yrPosted 2 months ago

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Required skills

  • insurance
  • affinity
  • market research
  • consulting
  • credit card insurance
  • travel insurance
  • product development
  • data analysis
  • market intelligence
  • PowerPoint

Nice to have

  • financial institutions
  • retailers
  • associations
  • hospitality providers

Role summary

A unique Canadian practice specializing in affinity insurance solutions for non-insurance clients (financial institutions, retailers, associations, hospitality) seeks an Insurance Product Specialist. This role supports market research and consulting teams, focusing on credit card and travel insurance, and other key markets. Responsibilities include reviewing insurance documentation, assisting with market reports, documenting market changes, developing product benchmarks, creating presentations, supporting RFPs, and performing administrative tasks. The ideal candidate is autonomous, works well in teams, and has experience in insurance and affinity products, with bilingual (English/French) capabilities.

We are a unique practice in the Canada marketplace that focuses on the development of insurance solutions targeted at large customer or membership bases of clients whose core business is not insurance (e.g. financial institutions, retailers, associations, hospitality providers). Such insurance solutions that we help to develop and/or enhance on behalf of our clients are positioned to be complementary to the core services or product offerings of these Affinity organizations and the associated strategies that they employ to achieve key objectives of customer/member engagement and business growth (amongst other objectives). As an insurance product specialist in our practice, you will be a key resource in assisting the market research and insurance consulting teams, which will create exposure to a variety of lines of insurance business and unique solutions supporting an ever-evolving marketplace. 

We are seeking a qualified candidate that can work autonomously as well as in teams to support multiple research and consulting mandates. This includes analyzing data and procuring market intelligence to assist senior team members with their projects as it relates to the credit card and travel insurance space, as well as other key insurance markets. The ideal candidate will be familiar with and have some experience in insurance and Affinity products.

The Role

  • Review insurance documentation and marketing materials (English and French); 

  • Assist in the research and publication of quarterly and annual insurance market reports published for financial industry subscribers; 

  • Documenting changes over prescribed periods in the insurance markets monitored;

  • Provide support for various consulting projects, including the development of product benchmarks and PowerPoint presentations by leveraging market data and working collaboratively with colleagues; 

  • Assist with other research and presentation material for new client prospects; 

  • Support Request For Proposals processes; 

  • Administrative functions as required.

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