Senior business strategy advisor guiding Desjardins transformation initiatives and strategic decision - making. Developing policies, recommendations, and complex cross - sector business solutions.
About the role
- Personal Lines Digital Service Advisor supporting clients in assessing and fulfilling their insurance needs. Remote role based in Ontario with a focus on personal insurance products and services.
Responsibilities
- Communicate with prospects and clients to determine and provide the best possible coverage, protection and customer service
- Build and maintain strong client relationships through proactive contact via email and phone
- Develop new business opportunities by binding new policies, securing expiry dates and cross and up-selling personal insurance products
- Support clients in the claims process
- Manage and review policy renewals in a timely basis in order to maintain high levels of client retention
- Collaborate with co-workers and managers to develop positive and effective office procedures
- Perform all other tasks as prescribed by management to ensure the best customer service for prospects and clients
Requirements
- RIBO license mandatory
- Minimum 2-year brokerage based personal insurance experience
- Post-secondary diploma or degree would be considered an asset
- Strong knowledge of personal lines insurance products and coverages
- Commitment to professional development including obtaining CAIB or CIP designation
- Ability to work on a rotating schedule – no weekends
Benefits
- An open, flexible and welcoming workplace
- Plenty of opportunities to grow and learn
- Autonomy to drive your own success
- Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds
- A total rewards program that takes care of your financial, physical, and mental health
- Flexible paid Values Days to celebrate days important to you
- Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Data Advisor advancing GMF’s Canadian municipal sustainability funding through dashboards, data systems, and program evaluation. Supporting risk monitoring, information systems, and continuous improvement.
Turnaround and recovery advisor managing distressed loans, bad debt and guarantees for Desjardins. Developing recovery strategies, analyzing data and advising clients and partners.
Wealth Management Advisor guiding Desjardins members and business owners on investments, loans, and insurance. Building client relationships and integrated financial strategies.
Wealth Management Advisor helping Desjardins members and business owners achieve financial goals. Recommending integrated investment, lending, and insurance strategies.
Wealth Management Advisor helping Desjardins members and clients with financial planning, investments, financing, and insurance. Managing relationships and developing integrated strategies.
Senior business strategy advisor shaping Desjardins’s strategic initiatives and organizational transformation. Advising leaders, developing business strategies, and guiding complex cross - sector projects.
Senior business advisor developing strategic client partnerships and growth initiatives for Desjardins. Advising members, clients, and stakeholders while driving retention, profitability, and sales - service development.
Warranty advisor managing registrations, pricing, reconciliations, and customer support for Finning Canada’s equipment operations. Partnering with sales teams and Caterpillar across Alberta, British Columbia, and Saskatchewan.
Commercial Credit Advisor supporting RBC agricultural lending, renewals, and credit adjudication. Reviewing risk, structuring transactions, and partnering with Relationship Managers to serve clients.