Remote licensed health insurance advisor conducting scheduled phone and virtual consultations. Reviewing plan options, explaining coverage, and assisting members with compliant enrollment.
About the role
- Property and casualty insurance advisor serving Desjardins members and clients in Mississauga. Preparing quotes, issuing contracts, analyzing renewals, and recommending personalized insurance coverage.
Responsibilities
- Serve members and clients, assess their needs, promote insurance products and help members and clients choose coverage
- Prepare quotes and issue insurance contracts
- Follow up on files, analyze renewals requiring special underwriting, and correct contracts as needed
- Respond to information requests and amend contracts to ensure client satisfaction and retention
- Develop business partnerships to generate referrals
- Support and provide advice to members and clients about banking transactions
- Promote Desjardins products, services, and available distribution channels
- Identify business opportunities and refer members and clients to colleagues with specialized expertise
- Advise members and clients on the use of digital solutions and technological tools
- Ensure financial transactions go smoothly and provide advice about prevention and safety
Requirements
- College diploma in a related field
- A minimum of two years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Action oriented
- Customer Focus
- Differences
- Nimble learning
- Persuades
- Tech savvy
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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