Property and Casualty Insurance Advisor

Desjardins

. Serve members and clients, assess their needs, promote insurance products and help members and clients choose coverage .

Posted 11/6/2026full-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 while ensuring client satisfaction through effective communication and problem-solving. Proficient in managing financial transactions and advising on digital solutions and technological tools.

Highest-signal resume keywords

Insurance Product PromotionClient Needs AssessmentFinancial Transaction ManagementCustomer FocusTech Savvy

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 PreparationQuote IssuanceUnderwriting AnalysisContract AmendmentBusiness Partnership Development

Soft Skills

Action OrientedPersuasionNimble Learning

Tools & Technologies

Digital SolutionsTechnological Tools

Industry Keywords

InsuranceBanking TransactionsClient RetentionReferral GenerationPrevention and Safety Advice

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
Support and provide advice to members and clients about their banking transactions
Promote Desjardins products and services and available distribution channels
Identify business opportunities and refer members and clients to colleagues with specialized expertise
Advise members and clients on digital solutions and technological tools
Ensure financial transactions go smoothly and address issues that arise
Share advice about prevention and safety

Requirements

What you’ll need

College diploma in a related field
A minimum of two years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Action oriented
Customer Focus
Differences
Nimble learning
Persuades
Tech savvy

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