Insurance

• Educate prospective customers on Home & Auto insurance options using PolicyMe’s digital platform and product expertise
• Manage a high-volume inbound pipeline of Home & Auto leads
• Move qualified opportunities through the sales funnel and close policies via phone, SMS, and email
• Track calls, emails, follow-ups, and deal stages in HubSpot
• Recommend coverage based on customer needs using a consultative, customer-first approach
• Build and refine sales scripts, talk tracks, objection-handling, workflows, and follow-up sequences in HubSpot
• Work with engineering and product to refine client digital experiences and communicate product performance
• Deliver a high-energy, high-conversion, honest, and customer-centric experience
• Ensure recommendations and customer interactions comply with RIBO requirements, carrier guidelines, and internal policies
• Hit and exceed monthly sales and activity targets
• Test and optimize sales processes, discovery questions, and follow-up cadences
• Contribute to a scalable Home & Auto sales playbook and refine qualification criteria
• Identify bundle and cross-sell opportunities with Life and Health & Dental insurance
• Help position PolicyMe as Canada’s go-to digital-first personal insurance distributor

Home & Auto Insurance Advisor

• Report to a Team Lead and align with Accounts, New Business, or Renewals
• Onboard new clients and serve as the main point of contact for client requests
• Review submissions, process endorsements, issue certificates of insurance, and execute policy modifications
• Conduct mid-term reviews to identify upselling and cross-selling opportunities
• Analyze and execute remarkets with insurance partners
• Engage inbound leads to advise and convert requests into clients; no cold calling required
• Evaluate prospective clients’ risks and recommend and cross-sell coverage packages
• Guide clients from initial quote to closed sale and explain coverage terms in plain language
• Share pipeline updates and insights to optimize pricing models, conversion strategy, and program offerings
• Lead renewal outreach to retain business
• Perform gap analyses and sell supplementary coverage lines
• Liaise with insurance partners to negotiate pricing structures and secure renewal coverage packages
• Review policy data for accuracy across renewal documentation

Commercial Insurance Broker

• Promote and sell insurance products and solutions through inbound and outbound channels
• Uncover insurance needs and provide tailored, consultative, client-first solutions
• Drive sales growth and meet individual targets
• Deliver the desired client experience to customers and prospects
• Maximize cross-selling, referrals, and client retention opportunities
• Follow authorized scripts, processes, and procedures
• Manage complex cases and high-end sales
• Provide advice and guidance on solution implementation
• Maintain relevant licenses and satisfy continuing education and Errors & Omissions Insurance requirements
• Support strategic initiatives with internal and external stakeholders
• Build effective stakeholder relationships and ensure alignment
• Analyze data and information to provide insights and recommendations
• Answer technical life insurance questions for licensed agents
• Develop program scripting, objection handling, and training
• Ensure legal and compliance requirements related to sales are met
• Design and develop tools and training programs, including possible training delivery
• Complete administrative functions such as sales reports and follow-up on pending business
• Collaborate with internal stakeholders to build capability and drive business growth
• Apply BMO’s Risk Management Framework and make risk-informed decisions

Bilingual Licensed Insurance Advisor

• Sell new policies/write new business to existing or new clients and retain existing book of business
• Quote new business through outbound call initiatives, introductory letters, and 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 policies
• Prepare documentation for insurers, complete client applications, and issue insurance certificates
• Keep current on underwriting rules and workflow processes
• Actively participate in training initiatives
• Participate in community marketing initiatives
• Process accounts receivable activities
• Provide guidance and assistance as requested

Insurance Sales Advisor

• Lead the Insurance Sales Director team and translate Insurance Distribution strategy into consistent market execution
• Set priorities, make timely decisions and strengthen advisor and firm relationships
• Shape and evolve the sales strategy for the ISD channel
• Translate enterprise priorities into outcomes, boundaries, decision rights and performance measures
• Use market, competitive, advisor and Client insights to identify opportunities
• Connect product, channel, digital and enablement roadmaps to frontline execution
• Lead regional business planning to grow advisor relationships, expand advisor penetration and deliver life and health insurance sales outcomes
• Establish operating rhythms and pipeline visibility; use data and judgement to focus resources and remove barriers
• Strengthen advanced and large case support, including business owner and high-net-worth markets
• Champion a consistent advisor experience and Sun Life value proposition across regions
• Build a high-performing, future-ready team through direction, accountability, feedback, coaching, succession planning and development
• Create trust, inclusion and psychological safety
• Prepare the team for digitally enabled work and responsible use of data, AI and technology
• Build relationships across Distribution and product, underwriting, marketing, operations, analytics, technology, finance, risk and compliance
• Ensure sales activity complies with policies, procedures, guidelines and regulatory requirements
• Identify and manage sales, conduct, operational and reputational risks
• Manage resources responsibly and measure success through outcomes and Client impact

AVP, Insurance Distribution

• Partner with the ACAN CRO to shape and execute Aviva Canada's risk strategy and ensure the effective operation of the Risk Management Framework.
• Provide independent, commercially focused risk insight and challenge to support strategic decision-making, growth objectives, and long-term value creation.
• Ensure the organization operates within Board-approved risk appetite and maintains effective risk governance, oversight, and risk culture.
• Support Executive Committee, Board Risk Committee, and ACAN Board reporting on key risk exposures, emerging risks, and risk management effectiveness.
• Lead independent oversight of Aviva Canada's aggregate risk profile, including insurance, financial, capital, model, technology, data, change, and operational risks.
• Review and challenge business plans, capital deployment decisions, reinsurance strategies, material transactions, product development, pricing, and other significant business initiatives.
• Monitor emerging risks and material changes in risk exposure, ensuring mitigation strategies are identified and executed.
• Escalate significant risk issues and risk appetite breaches, providing recommendations for remediation and management action.
• Provide enterprise leadership for insurance risk, financial risk, capital risk, risk modelling, and risk analytics.
• Oversee Internal Model Independent Validation (IMIV) and material model governance across Aviva Canada.
• Oversee independent validation activities and challenge capital adequacy, economic capital, liquidity, financial resilience, and risk-return optimization.
• Drive the evolution of quantitative risk capabilities and risk analytics to enhance business decision-making and risk insights.
• Lead the Risk Business Partnering team and build relationships with executives, regulators, Board members, Group Risk teams, and external stakeholders.
• Represent Risk on governance committees, industry forums, and global initiatives.
• Foster transparency, collaboration, proactive risk management, continuous improvement, talent development, and succession planning.
• Lead and develop a high-performing team across Risk Business Partnering and Quantitative Risk.

Senior Vice President, Enterprise Risk Management

• Redesign existing programs to manage mortality and morbidity risk within the enterprise underwriting risk management framework
• Develop performance management tools and processes to ensure compliance with the Enterprise Underwriting Operating Guideline
• Assess mortality and morbidity experience and report findings, risk implications, and corrective-action recommendations to the Corporate Chief Underwriter
• Serve as an expert resource for complex medically underwritten cases and financial underwriting risks
• Make final decisions on complex underwriting risks within stated approval authority
• Review and challenge Business Unit policies and practices as Second Line of Defense
• Report non-compliances with the UWEOG to the Director, Risk Controls and Compliance
• Build partnerships with Global Underwriting, product and pricing, Insurance Risk, and reinsurance teams
• Research medical and non-medical risk factors and present findings to underwriting leadership
• Assist the VP, Chief Underwriter in changing methodologies and practices affecting mortality and morbidity experience

Director, Underwriting and Claims Risk Management

• Direct and complete redesign activities for programs managing mortality and morbidity risk within the enterprise underwriting risk management framework
• Develop performance management tools and processes to ensure compliance with the Enterprise Underwriting Operating Guideline
• Assess mortality and morbidity experience and report findings, material risk implications, and corrective-action recommendations to the Corporate Chief Underwriter
• Serve as an expert resource for complex medically and financially underwritten cases
• Make final decisions on complex underwriting risks within stated approval authority
• Review and challenge Business Unit policies and practices as the Second Line of Defense
• Report UWEOG non-compliances to the Director, Risk Controls and Compliance
• Build relationships with Global Underwriting, product and pricing, Insurance Risk, and internal and external reinsurance teams
• Research medical and non-medical risk factors and present findings to underwriting leadership
• Assist the VP, Chief Underwriter, in changing methodologies and practices that may produce unfavorable mortality or morbidity experience

• Lead the assessment of EDC’s most complex financing and insurance transactions
• Identify significant environmental and social risks and recommend key mitigation measures
• Apply the Equator Principles, the IFC Performance Standards, the United Nations Guiding Principles on Business and Human Rights, and other international standards
• Analyze ESIA reports, due diligence reports, monitoring reports, thematic reports, ESAPs, audit reports, consultant terms of reference, requests for proposals, and environmental and social policies
• Manage relationships with internal and external clients, consultants, international financial institutions, development finance institutions, and export credit agencies
• Conduct field visits in Canada or abroad, generally lasting 1 to 6 days and occurring 1 to 5 times per year
• Negotiate the inclusion of environmental and social commitments in financing and insurance agreements and determine their appropriateness
• Provide expert advice to senior executives, clients, and EDC business lines
• Monitor transaction and project performance and resolve issues related to non-compliance with commitments
• Guide and mentor other Environmental and Social Risk Advisors
• Recommend changes to environmental and social due diligence processes and practices
• Provide specialized advice on the interpretation and application of environmental and social policies, procedures, job aids, and products
• Contribute to the evolution of EDC’s environmental and social risk management approach

Senior Advisor, Environmental and Social Risk Management

• Lead assessment of EDC’s most complex financing and insurance transactions, identifying material environmental and social risks and recommending mitigants
• Analyze the adequacy of ESIAs, ESDD reports, monitoring and thematic reports, ESAPs, audits, consultant terms of reference, RFPs, and E&S policies
• Manage relationships with internal and external clients, co-lending IFIs, DFIs, ECAs, and consultants
• Undertake domestic and international site visits to assess E&S capacity and performance
• Negotiate E&S commitments in financing and insurance agreements
• Advise senior management as an E&S subject matter expert
• Monitor transaction and project performance and resolve non-compliance issues
• Guide and mentor E&S Advisors and support team development and professional training
• Recommend improvements to E&S due diligence processes and practices
• Provide specialist advice on interpreting and applying EDC E&S policies, procedures, job aids, and products

Insurance jobs in Canada

Home & Auto Insurance Advisor

Commercial Insurance Broker

Bilingual Licensed Insurance Advisor

Insurance Sales Advisor

AVP, Insurance Distribution

Senior Vice President, Enterprise Risk Management

Director, Underwriting and Claims Risk Management

Director, Underwriting and Claims Risk Management

Senior Advisor, Environmental and Social Risk Management

Senior Advisor, Environment & Social Risk Management