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P&C insurance agent

Role overview

Qualifications

  • College diploma in a related field
  • Minimum of two years of relevant experience
  • Knowledge of French is required
  • Ability to learn quickly and use technology effectively

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
  • Develop business partnerships to generate referrals

Key facts

Other skills

  • Analytical Skills
  • Technical Acumen
  • Social Skills
  • Accountability

About the company

Desjardins logo

Desjardins

Banking

Desjardins Group is the leading cooperative financial group in Canada and the fifth largest cooperative financial group in the world with assets of $227 billion. It has been rated one of Canada’s top 100 employers by Mediacorp Canada. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. The group has one of the highest capital ratios and credit ratings in the industry. It is considered as the fourth safest and strongest bank in North America according to Global Finance magazine and the first according to Bloomberg News.

Company details

Company typeXLarge
IndustryBanking
Company size10001

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Job description

Temporary position for 12 months.

As a Property and casualty insurance agent, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell general insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices. You promote and sell property and casualty coverage to individual clients. You analyze member/client needs and use your persuasive skills to help them choose the right coverage. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You help develop and maintain business relationships, analyze member/client needs and develop custom solutions. You help develop solutions using your analytical skills and discipline-specific knowledge. The ability to learn quickly and use technology effectively is essential. You assist current and potential members and clients. You represent the organization and help negotiate agreements with clients. More specifically, you will be required to:

  • 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.

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.

#LI-Remote


What you bring to the table

  • College diploma in a related field
  • A minimum of two years of relevant experience
  • Please note that other combinations of qualifications and relevant experience may be considered
  • Knowledge of French is required
Complexity, Customer Focus, Ensures accountability, Interpersonal Savvy, Nimble learning, Tech savvy


Equity, Diversity, Inclusion and Accessibility

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!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-08-3

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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