Insurance

• Identify emerging industry trends, challenges, regulatory shifts, and growth opportunities.
• Translate industry challenges into scalable solutions, sales plays, offerings, and go-to-market initiatives.
• Engage senior business and technology executives to understand strategic priorities and transformation objectives.
• Facilitate business and technology discussions focused on growth, efficiency, customer experience, and innovation.
• Support strategic pursuits and high-value opportunities.

Industry Manager – Insurance

• Provide exceptional service to clients and advisors
• Apply case management approach for client requests
• Collaborate with team to ensure timely delivery of cases
• Maintain strong relationships with advisors and clients
• Communicate proactively with advisors and clients

Insurance Service Associate – Case Management

• Service on-going client needs
• Advise on insurance matters
• Conduct needs assessment
• Recommend solutions
• Answer inquiries
• Conduct care calls
• Process renewals
• Sell new policies/write new business to existing or new clients
• Retain existing book of business
• Quote new business through outbound call initiatives, introductory letters and receive walk-in clients
• Contact Underwriters and Adjusters to discuss guidelines and policy
• Prepare documentation for insurers
• Complete applications for clients
• Issue insurance certificates
• Process changes and review renewals
• Keep current on underwriting rules and workflow processes
• Actively participate in training initiatives
• Participate in community marketing initiatives
• Process Account Receivable activities
• Provide guidance and assistance as requested

Personal Insurance Advisor

• Quote and drive new business, following the Miller Insurance new business procedure
• Provides advice to clients on insurance matters, products and coverages
• Completes and submits applications with timely follow up to ensure quotations and policies are received
• Consistently completes and reviews coverage, identifying additional coverage and cross-sale opportunities
• Prepares summaries of insurance and related schedules and proposals
• Processes changes with follow up on policy change requests from clients
• Handles customer inquiries through appropriate communications approaches
• Assist clients in submitting first reports of a claim
• Ensures all policies issued are compliant
• Manages day-to-day workflow and sets priorities

Insurance Broker – Personal Lines

• 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.

P&C Insurance Agent

• Évaluer et analyser l’information recueillie, les libellés d’assurance et les dommages pour déterminer ce qui est couvert dans chaque situation.
• Évaluer la responsabilité civile potentielle de l’assuré et des tierces parties en consultant des experts.
• Négocier avec les clients, les requérants, les avocats et les assureurs pour régler des sinistres, dans les limites de votre autorité.
• Gérer des tâches sur le terrain au nom des experts en sinistres internes.
• Au besoin, participer activement à la gestion des sinistres et du travail lorsque le volume est important.
• Collaborer efficacement avec différentes équipes, notamment celles de l’évaluation, de la souscription et des services juridiques.
• Veiller à la gestion efficace des coûts.
• Suivre les tendances actuelles en matière de produits d’assurance et de techniques et services d’évaluation et d’enquête.

Expert en sinistres – route, Habitation

• The Property and Casualty Insurance Advisor contributes to enhancing the experience of life events
• Preparing premium quotes and issuing insurance contracts
• Assessing the specific needs of each member and client
• Providing support in choosing the appropriate coverage
• Follow up on files, analyze renewals requiring special underwriting, and correct contracts as needed

Property and Casualty Insurance

• Assist clients with their home and auto insurance needs
• Answer coverage questions, provide personalized advice, and process policy sales or changes
• Proactively contact clients to ensure we provide a policy tailored to their needs
• Communicate effectively with clients by phone, email, and SMS
• Monitor personal performance and meet daily/weekly/monthly targets
• Keep accurate records of client interactions and log follow-up activities in our CRM
• Work closely with the customer service and sales teams
• Participate in developing strategies to increase client retention and overall satisfaction
• Stay up to date on product knowledge and industry trends
• Progress to a senior role within our insurance team or a team lead position after 2 years

Insurance Broker, Personal Lines

• Prepare the daily cash position report for North American (NA) and Rest of World (ROW) entities.
• Manage the collection of incoming data from NA & ROW entities to ensure accurate and timely receipt and processing for the Net Debt Report
• Manage the data received from ROW and NA entities for input into the 13 Week Cash Forecast Model.
• Collaborate with the AP, Rebates, and Royalty teams to set up wires, ACH/EFT, and cheque payment runs efficiently and on time.
• Maintain a database of templates in the online banking portal to ensure supplier banking information is verified, input, and approved.
• Assist with the migration initiative to move cheque and wire-paid suppliers and customers to EFT and ACH payment methods.
• Maintain and assist building Banking relationships and support creation, update, closure of bank accounts & services
• Procatively assist in gathering and competing data for Global Insurance Policy Renewal

Senior Analyst, Global Treasury & Insurance

• Provide quality customer service and professional expert advice to clients
• Proactively conduct renewal reviews to ensure customer retention targets are met
• Handle outbound calls to existing clients for renewal review as necessary
• Liaison with insurers, building and maintaining relationships
• Administer, support and complete policy changes within our company partner’s portals and websites
• Review policies and make recommendations as required
• Adhere to the underwriting criteria set out by our broker partners
• Coordinate and follow up on client documents
• Respond to incoming calls and service customer needs
• Give claims advice to clients, report claims, follow up on claims
• Strong Ability to multitask, prioritize, and manage time effectively

Renewals Specialist – Personal Lines Insurance

• 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

Property and Casualty Insurance Advisor

• Sell new policies/write new business to existing or new clients
• Retain existing book of business
• Quote new business through outbound call initiatives, introductory letters and receive walk-in clients
• Conduct outbound calls to warm leads to identify sales opportunities and build client relationships
• Contact Underwriters and Adjusters to discuss guidelines and policy
• Prepare documentation for insurers, complete applications for clients, and issue insurance certificates
• Keep current on underwriting rules and workflow processes
• Actively participate in training initiatives
• Participate in community marketing initiatives
• Process Account Receivable activities
• Provide guidance and assistance as requested

Personal Insurance Sales Advisor

• Support new clients by handling inbound calls about Health & Dental, Travel, and Life Insurance
• Connect with customers who have already expressed interest through outbound calls
• Assist clients through online chat and digital channels
• Learn to understand client needs and recommend the right insurance solutions
• Record client details and needs accurately using our online systems
• Work toward monthly, quarterly, and annual sales and quality goals
• Build strong customer relationships and develop your personal sales pipeline
• Support marketing and sponsor campaigns
• Share customer insights to help improve our products and processes

Licensed Insurance Advisor

• Support new clients by handling inbound calls about Health & Dental, Travel, and Life Insurance
• Connect with customers who have already expressed interest through outbound calls
• Assist clients through online chat and digital channels
• Learn to understand client needs and recommend the right insurance solutions
• Record client details and needs accurately using online systems
• Work toward monthly, quarterly, and annual sales and quality goals
• Build strong customer relationships and develop personal sales pipeline
• Support marketing and sponsor campaigns
• Share customer insights to help improve products and processes

Bilingual Licensed Insurance Advisor

• Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs
• Independently prospect, develop, and grow a new book of business through targeted outreach, networking, and strategic relationship-building.
• Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them
• Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms
• Contribute to and be accountable for your team sales success through the achievement of your individual sales goals
• Increase your external networks by capitalizing on market opportunities and referrals from approved centers of influence
• Regularly review individual business results and adjust activities as required to meet established targets
• Deliver on RBC’s vision to be among the world’s most trusted and successful financial institutions

Insurance Advisor – Life, Health & Wealth

• Manage billing queries and proactively connect with clients to collect payments and resolve discrepancies.
• Assist our broker teams with mission-critical tasks, including processing cancellations, reinstatements, and general billing support.
• Triage incoming emails and voicemails, ensuring licensed brokers can focus on complex needs while you handle the operational flow.
• Carefully review new billing contract data and audit files to ensure they meet our strict internal guidelines and process standards.
• Recommend process improvements to streamline how we work with financing companies and improve the overall customer journey.
• Monitor Slack alerts, schedule automated client messaging, and jump into clean-up projects to keep our data accurate and reliable.

Commercial Insurance Retention Associate

• Support and advise clients as soon as they report a claim.
• Provide a supportive ear and insurance expertise to clients who have suffered a loss.
• Actively manage and maintain open claims files.
• Serve as the main contact and follow up on any unresolved issues or abeyances.
• Assist with the administration and upkeep of our claims document management system.
• Support the creation and review of internal process flows, job aids, guides, and lesson plans.
• Advocate for the client during the entire claims process, escalating issues whenever necessary.
• Take a proactive approach to challenges, working ahead to prevent potential issues.

Commercial Insurance Claims Advisor – Remote First

• Conduct investigations and inspections to assess damage, estimate costs and market value, and produce and review reports and other documents to determine settlement amounts
• Analyze medical, financial and job information and determine eligibility for benefits based on statutory criteria
• Settle claims in accordance with the organization’s standards, policies and quality commitments as well as the contract terms
• Meet deadlines to ensure client satisfaction and avoid penalties
• Negotiate with all parties involved to ensure smooth claims processing.

Claims Advisor, P&C Insurance

• Lead the onboarding of major and complex Group Business Insurance clients for Desjardins.
• Manage high-value, large market cases that require advanced coordination, precision, and collaboration across multiple teams.
• Work closely with Account Executives and attend strategic meetings with the Regional Vice President (RVP) to align implementation plans with business goals.
• Navigate complex requirements, customize solutions, and ensure all aspects of the onboarding process are executed flawlessly.
• Serve as the lead point of contact for clients during the onboarding of large and complex group business insurance plans for Desjardins.
• Manage end-to-end implementation for high-value clients, ensuring strategic alignment and operational excellence.
• Collaborate with Account Executives, internal departments, and senior leadership, including the RVP, to support business development and client retention.
• Attend strategic meetings to represent implementation interests and contribute to planning and decision-making.
• Analyze complex client requirements and develop tailored solutions that meet both client needs and Desjardins standards.
• Coordinate cross-functional teams and ensure timely execution of all implementation steps.
• Travel across Canada on short notice to support client onboarding, relationship-building, and strategic initiatives.

Senior Implementation Coordinator, Group Business Insurance

• Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Sell life and health insurance products and services through multiple distribution channels
• Develop and implement personalized solutions based on member/client needs
• Monitor the industry trends and best practices

Insurance jobs in Canada

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