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Insurance Agent, Property and Casualty

extra holidays
Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Bachelor's degree in a related field, Minimum of two years of relevant experience in commercial property and casualty insurance, Mutual fund representative certificate – Autorité des marchés financiers, Knowledge of French is required..

Key responsabilities:

  • Establish advisory relationships by identifying commercial risks and focusing on prevention.
  • Advise clients on solutions to protect their wealth and respond to their inquiries.
  • Collect, compile, and analyze data to prepare reports and recommendations.
  • Monitor industry trends and best practices to enhance service delivery.

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Desjardins Banking XLarge https://www.desjardins.com/
10001 Employees
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Job description

Temporary position for 12 months.

As a property and casualty insurance advisor, you help members and clients protect their wealth. You identify potential commercial risks and provide prevention and security advice. You actively maintain business relationships with your clients. You drive results by reviewing inspection requests to ensure sound and prudent risk management, profitability and member/client satisfaction. You analyze member/client needs and help develop and implement personalized solutions. You handle moderately complex files. You advise and assist members and clients. You represent Desjardins and enter the organization into agreements with clients. You identify important prevention measures in accordance with current standards and procedures. Interpersonal savvy is essential. More specifically, you will be required to:

  • Establish an advisory relationship by identifying current and potential commercial risks and focusing on prevention to support client retention

  • Advise members and clients on the best solutions or alternatives to protect their wealth

  • Respond to client questions, handle requests and follow up as needed

  • Collect, compile and analyze data. Prepare reports and recommendations

  • Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field.

What we offer*

  • 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

Benefits apply based on eligibility criteria.

What you bring to the table

  • Bachelor's degree in a related field

  • A minimum of two years of relevant experience in commercial property and casualty insurance

  • Please note that other combinations of qualifications and relevant experience may be considered

  • Mutual fund representative certificate – Autorité des marchés financiers

  • Knowledge of French is required

Persuades, Tech savvy

Trade Union (If applicable)

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)

Unposting Date

2025-04-9

Required profile

Experience

Industry :
Banking
Spoken language(s):
French
Check out the description to know which languages are mandatory.

Other Skills

  • Report Writing
  • Technical Acumen
  • Social Skills
  • Problem Solving

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