Desjardins

Analyst

• Assist with credit authorization, research, analysis and development to recommend implementation strategies and priorities for credit risk management best practices.
• Analyze and help diagnose issues, provide opinions in accordance with your discipline’s rules, and help develop recommendations and implementation plans.
• Develop tools, methods and processes.
• Identify, input, analyze and interpret data to support management decision-making and credit risk control processes.
• Make recommendations and write reports.
• Prepare action plans to address issues in accordance with rules and parameters.

Corporate Financing Analyst

Administrative Assistant

• Carry out secretarial tasks (draft, revise, update and format documents for various departments, etc.)
• Carry out internal administrative tasks (sales tracking, dashboards, expense reports, inventory management, performance reviews, etc.)
• Help your superior manage their agenda, mail, emails and phone calls
• Coordinate the preparation of deliverables for decision-making bodies
• Plan and attend management committee and other meetings. Draft reports and minutes and follow up as needed
• Handle the unit's budget process. Carry out budget preparation activities and identify and explain variances

Administrative Assistant, Administration

Learning and Development

• Lead engaging virtual training sessions across multiple product lines, including Life, Commercial Lines Property & Casualty.
• Adapt content to meet diverse learning styles and participant needs.
• Facilitate discussions and activities that spark collaboration and deepen understanding.
• Measure impact through feedback, assessments, and performance metrics.
• Partner with internal stakeholders to identify training needs and design tailored solutions.
• Stay ahead of the curve by keeping up with industry trends and best practices.
• Manage multiple priorities while maintaining a high standard of delivery.
• Build strong connections and establish credibility with learners.

Training Facilitator

Manager

• Plan activities and deliverables and estimate project costs
• Supervise and coordinate contributors involved in delivery, including external vendors
• Ensure team performance and quality control
• Coordinate deliverables
• Ensure agreements, budgets and timelines are respected
• Analyze risks and impacts and develop strategies to manage infrastructure risks
• Work with the project manager to manage change requests and solution testing

Application Delivery Manager

Insurance

• Advise your clients and partners to help them position, plan, develop, execute and monitor strategic property and casualty insurance projects and initiatives
• Develop and update policies, standards, models and programs to support your unit’s strategic property and casualty insurance projects and initiatives
• Identify, analyze and diagnose major issues and make recommendations to decision-making bodies
• Represent your unit before decision-making bodies
• Represent Desjardins’s position when making agreements with external partners and organizations

Senior Advisor, P&C Insurance

Underwriter

• Own the development, execution and maintenance of personal lines insurance products
• Develop new coverages, new business rules, and leverage the use of applications to meet emerging member/client needs while supporting profitability
• Creation and maintenance of the pre-configured recommended insurance package offers
• Identify and establish insurance risks and intentions on a portfolio basis, and promote their understanding, interpretation and application by the operational sectors
• Maintain, update, and develop insurance wordings, documents and validation of legal insurance documents
• Oversee the realization of recommendations by adequately leveraging underwriting expertise and seeking support from our partners within the organization for the development of solutions in their area of expertise
• Continually monitor the existing book of business and market trends to ensure that our coverages and products continue to evolve to meet the current and emerging needs of our members and clients, while maintaining adequate controls
• Maintain an expert role in insurance within the organization by advising leadership, partners, and facilitating the transfer of knowledge to other departments of the organization when underwriting expertise is required
• Ensure that underwriting guidelines and products meet regulatory and compliance requirements and be responsible for all the provincial filing
• Liaise with decision-making and regulatory bodies that set industry rules and influence stakeholders with respect to insurance products and practices

Senior Advisor, Corporate Underwriting & Coverages – National Personal Lines

Senior Advisor, Corporate Underwriting – National Personal Lines

Claims Specialist

• Coach claims advisors on the application of various insurance contracts
• Ensure adherence to the company's policies, procedures, and best practices
• Help claims advisors develop their technical skills
• Analyze and approve claims settlements
• Conduct research and propose solutions to conflicts
• Foster working partnerships with CRC Section Managers
• Engage with stakeholders throughout operations
• Handle a limited inventory of own files to assist operations
• Participate in compliance activities such as call monitoring and claim audits

Claims Specialist, APD

Client Services Representative

• Assist members and clients, listen to their needs, handle their requests and answer their questions.
• Help members/clients choose and get the most of their tools and channels based on how much independence and automation they want.
• Help close sales, process transactions and follow up as needed.
• Ensure member and client satisfaction.
• Take phone calls, handle information requests and forward them to the right person.
• Seize business opportunities and help increase sales through solicitation.