Personal Insurance Advisor serving clients, selling policies, and managing renewals for BrokerLink’s Spriggs Insurance team. Onsite role based in Georgetown or Oakville.
About the role
- Senior advisor improving Desjardins insurance quote governance and IT processes. Coordinating specialists, optimizing workflows, and implementing automation and AI solutions.
Responsibilities
- Analyze requests, questionnaires, insurance quotes and client requirements to assess IT impacts, risks and issues
- Advise business partners on IT implications, security, compliance and privacy, and help develop recommendations and potential solutions tailored to business needs
- Coordinate contributions from specialists involved in preparing responses and facilitate collaboration between business teams, IT teams and specialized partners
- Ensure timelines, quality standards and compliance requirements are met while maintaining visibility into progress, risks and issues
- Develop indicators, analyses and dashboards to provide greater visibility into activities
- Identify trends, bottlenecks, recurring risks and opportunities for improvement, and provide recommendations to management
- Map, document and improve processes, repositories, models, knowledge bases and information-reuse mechanisms
- Identify, test and implement automation and AI solutions to route requests, identify experts, reuse existing responses and improve productivity and quality
- Structure and maintain critical knowledge related to insurance quotes, client requirements and IT responses
- Support knowledge transfer, succession and reuse of best practices
Requirements
- Bachelor's degree in a related field
- A minimum of six years of relevant experience in business analysis, functional analysis, coordination or process management
- Other combinations of qualifications and relevant experience may be considered
- Experience in roles that require a strong ability to influence and coordinate, with an emphasis on meeting deadlines
- Knowledge of French is required
- Intermediate knowledge of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
- Proficiency in IT, security, compliance and governance domains
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
- Reimbursement of telework equipment
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