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 Advisor advising Canadian clients on property and automobile insurance. Managing policies, growing business, and improving personal-lines expertise at a tech-enabled brokerage.
Responsibilities
- Advise clients on Property Insurance for homes, high-value, rental, and vacation properties
- Advise clients on Automobile Insurance and ensure compliance and proper coverage
- Assess client risks and negotiate with insurers for coverage, pricing, terms, endorsements, and exceptions
- Quote and bind new business across multiple provinces
- Process renewals and policy changes while identifying coverage improvements and cross-selling opportunities
- Streamline workflows and enhance the client experience
- Maintain accurate records and ensure regulatory compliance and timely client follow-ups
- Monitor market trends, insurer products, rate filings, and industry updates
- Manage and grow a personal lines book of business
- Develop new business through prospecting, referrals, professional networks, and existing client relationships
- Work with external partners and associations to optimize personal insurance programs
- Act as the internal personal-lines subject-matter expert
- Establish best practices, design training materials, and provide technical coaching, especially around cross-selling
Requirements
- Level 2 insurance license required (CAIB 1, 2, 3)
- RIBO license is an asset and required to obtain within 3 months of start date
- 2+ years previous experience in personal lines insurance is an asset
- Experience working with high-net-worth clients is an asset
- HubSpot, Acturis, or similar system experience preferred
- Personal auto experience is an asset
- Ability to advise on Property Insurance across BC, AB, SK, MB, and ON
- Ability to handle Automobile Insurance compliance and coverage in AB and ON
Benefits
- Opportunity for growth with a forward-thinking commercial brokerage
- Flexible hybrid model
- Laptops & equipment provided to all staff
- Flexible health, mental health, and dental plans
- Competitive vacation and personal day allotments
- Daily team huddles and collaborative events
- Supportive, values-driven culture
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