Risk management advisor analyzing risks and developing solutions for Desjardins, North America's largest cooperative financial group. Preparing recommendations, reports, and action plans while advising clients, practitioners, and organizational units.
About the role
- Personal Insurance Advisor at BrokerLink building trusted relationships with clients. Tailoring coverage solutions and providing excellent customer service to protect what matters most.
Responsibilities
- Service on-going client needs
- Advise on insurance matters
- Conduct needs assessment
- Recommend solutions
- Answer inquiries
- Conduct care calls and process renewals
- Sell new policies/write new business
- Retain existing book of business
- Quote new business through outbound call initiatives
- Contact Underwriters and Adjusters
- Prepare documentation for insurers
- Keep current on underwriting rules and workflow processes
- Actively participate in training initiatives
- Process Account Receivable activities
- Provide guidance and assistance as requested
Requirements
- High School and or Post-Secondary Education
- Minimum 1-year Personal Insurance experience preferred
- Exposure to Epic is an asset
- Strong customer focus
- Demonstrated ability to handle multiple priorities successfully
- Strong analytical and organizational skills
- Excellent verbal and written communication skills
Benefits
- Flexible work arrangements
- Multiple benefits offered to support physical and mental wellbeing
- Wellness account
- Share plan & other savings
- Group RRSP with company matching
- DPSP offerings for flexibility and long-term security
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