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Desjardins

Property and Casualty Insurance Advisor

Desjardins

Property and Casualty Insurance Advisor helping clients with insurance needs and financial empowerment. Assessing client needs, preparing quotes, and ensuring client satisfaction with services.

Posted 7/14/2026full-timeMississauga • 🇨🇦 CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in assessing client needs and promoting insurance products, with a strong focus on client satisfaction and retention through effective contract management and business partnership development.

Highest-signal resume keywords
Insurance Product PromotionClient Needs AssessmentContract ManagementBusiness Partnership DevelopmentClient Retention Strategies

ATS Keywords

Tailor your resume
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Insurance Contract IssuanceQuote PreparationUnderwriting AnalysisFile Follow-UpRenewal Analysis
Soft Skills
Customer ServiceCommunicationProblem Solving
Certifications & Qualifications
College Diploma in Related Field
Industry Keywords
InsuranceClient SatisfactionReferralsCoverage Options

About the role

Key responsibilities & impact
  • 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

Requirements

What you’ll need
  • College diploma in a related field
  • A minimum of two years of relevant experience

Benefits

Comp & perks
  • 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