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
- Desjardins insurance professionals advising clients on property-casualty coverage and reporting claims remotely. Supporting policy issuance, renewals, FNOL calls, and claims documentation.
Responsibilities
- Prepare premium quotes and issue insurance contracts for property and casualty insurance clients
- Assess members’ and clients’ specific insurance needs
- Support clients in choosing appropriate coverage and promote personalized services
- Follow up on files, analyze renewals requiring special underwriting, and correct contracts as needed
- Take First Notice of Loss (FNOL) calls following vehicle accidents and property damage
- Handle claims calls with care, empathy, and a calm demeanour
- Assess clients’ mental and physical state and react accordingly
- Record detailed loss information to create claims files for Claims Advisors
- Reassure clients that they will be taken care of during their time of need
Requirements
- College diploma preferred
- A minimum of two years of strong client service experience
- Other combinations of qualifications and relevant experience may be considered
- Ability to assess client needs and provide appropriate insurance coverage support
- Active listening, analytical, probing, empathetic, and calm communication approach
- Ability to document detailed loss information accurately
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
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Experience level
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Degree requirement
No Education Requirement
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