Senior operational efficiency advisor improving Desjardins business processes and strategic initiatives. Advising stakeholders and leading complex projects across the organization.
About the role
- Personal Insurance Advisor serving clients, assessing needs, and selling policies for BrokerLink. Processing renewals, documentation, policy changes, and new business in Guelph.
Responsibilities
- Service ongoing client needs and advise on insurance matters
- Conduct needs assessments and recommend insurance solutions
- Answer inquiries, conduct care calls, and process renewals
- Sell new policies and write new business for existing or new clients
- Retain the existing book of business
- Quote new business through outbound call initiatives and introductory letters
- Receive walk-in clients
- Contact underwriters and adjusters regarding guidelines and policies
- Prepare insurer documentation and complete client applications
- Issue insurance certificates and process policy changes
- Review renewals
- Keep current on underwriting rules and workflow processes
- Participate in training and community marketing initiatives
- Process accounts receivable activities
- Provide guidance and assistance as requested
Requirements
- Previous customer experience is required
- Minimum 1 year of Personal Insurance experience preferred; candidates with no insurance experience are considered
- 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
- Must be eligible to work in Canada from the anticipated start date and throughout employment
- Candidates are solely responsible for maintaining work eligibility; BrokerLink does not provide immigration sponsorship or related support
Benefits
- Flexible work arrangements
- Multiple benefits supporting physical and mental wellbeing
- Wellness account
- Share plan and other savings
- Incentive plan
- Commissions and performance incentives with expected payout potential of 10–15% of salary, subject to personal and team performance
- Employee Share Purchase Plan (ESPP) with employer contribution matching
- Group RRSP with company matching DPSP offerings
- Training initiatives
- Accessible environment and accommodations during the selection process
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Sun Life financial advisor trainee gaining client - facing experience, licensing, and business development skills. Preparing for a future advisory career helping clients achieve financial security.
Advisor reviewing and prioritizing French - language kids’ and youth content for CBC/Radio - Canada, Canada’s public broadcaster. Monitoring trends and overseeing projects from development through production.
Wealth Management Advisor advising Desjardins members and business owners on investments, loans, insurance, and integrated financial strategies. Building trusted relationships while balancing client satisfaction, profitability, and risk.
Credit Bureau Advisor improving credit - agency governance, data integrity and compliance at Desjardins. Supporting fraud prevention, risk management and operational efficiency across stakeholder teams.
Wealth Management Advisor guiding Desjardins members and business owners toward financial goals. Recommending investments, loans, and insurance through trusted client relationships.
Accident Benefits Claims Advisor managing Ontario accident - benefit claims at Desjardins. Supporting client recovery through investigation, negotiation, communication, and rehabilitation coordination.
Claims advisor handling property and auto insurance claims for Desjardins. Investigating damage, determining settlements, and negotiating agreements with clients and providers.
Business Advisor serving Desjardins members with specialized financial guidance. Developing client relationships, tailored solutions, and new business opportunities.
International cooperative development advisor supporting Desjardins governance, sustainability, and cooperative initiatives. Advising partners, diagnosing challenges, and developing action plans.