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Publié il y a 26 jours

Advisor, Venture

@ Navacord

Edmonton, AB · Calgary, AB

2+ ans d’expérience
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SIGNAUX

En bref

Navacord, a large Canadian insurance and group benefits provider, is hiring a Venture Advisor to serve small and medium-sized businesses with insurance advice and account service. The role involves managing documentation, reviewing client coverage, negotiating with underwriters and building long-term client relationships. The posting requires 2–4 years of insurance experience, a Level 2 General Insurance licence and a CIP or CAIB designation, completed or in progress.

Responsabilités :

  • Provide service and support small business clients
  • Manage quotes, endorsements, cancellations and renewals
  • Review client coverage, risks and loss history
  • Negotiate with underwriters for best terms
  • Keep EPIC workflows and documentation accurate

Résumé des exigences :

  • 2–4 years insurance experience with EPIC and small commercial
  • Level 2 General Insurance licence
  • CIP or CAIB designation completed or in progress
  • Post-secondary education or related certificates
  • Proficiency in Outlook, Excel and Word

Outils et compétences

Avantages mentionnés

Régime de retraite
Source et dates

Site carrière / système de candidatures · dayforce-feed

Date publiée par l’employeur
2026-10-14
Première détection par notre source
2026-10-15
Mise à jour du dossier source
2026-10-15

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauIntermédiaire
DomaineOpérations
Expérience2 an(s) et plus
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
Permis et certificationsCIP
Candidatures encouragéesFemmes, Autochtones, Personnes racisées, Personnes handicapées, 2ELGBTQI+
FormationCollégial (DEC) (préféré)

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

Navacord

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

Local Touch. National Strength.

Description complète de l’entreprise

Shaping the Future of the Broker Distribution Channel Navacord Corp. is a Canadian platform to benefit the independent insurance brokerage community. The company will invest in and form a nationwide partnership of entrepreneurial brokers with deep roots in local business communities. Navacord was created with the mandate to help build and guide the best performing brokerages in the country, while keeping the entrepreneurial spirit alive. Our business model enables new partners to remain majority employee owned while focusing on organic growth, producing healthy profits and internal perpetuation.

Abonnés LinkedIn
53 019
Personnes associées sur LinkedIn
795
Bureaux déclarés
  • Toronto, Ontario, CA
Catégories d’activité
  • Employee Benefits
  • Consulting
  • Risk Management
  • InsurTech
  • Insurance
Autres noms enregistrés
  • Navacord
Le profil indique une agence de recrutement
Non
Investissement total déclaré
1 380 304 968

La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.

Shaping the Future of the Broker Distribution Channel Navacord Corp. is a Canadian platform to benefit the independent insurance brokerage community. The company will invest in and form a nationwide partnership of entrepreneurial brokers with deep roots in local business communities. Navacord was created with the mandate to help build and guide the best performing brokerages in the country, while keeping the…

ChampValeur
SecteurInsurance
Taille1,001-5,000 employees
Type d’organisationPrivately Held
Offres sur Jobsy15
LinkedInVoir la page
Description

Navacord is one of Canada’s largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing and insurance. With multiple locations across Canada, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients. Navacord invests time to understand our clients, reducing their total cost of risk, and helping them build stronger organizations.



THE ROLE

The Venture Advisor supports small to medium-sized business across multiple industries, many of whom are business or community leaders. The Advisor provides professional, friendly service, using strong insurance knowledge and working closely with the team to deliver an excellent customer experience.

As a Venture Advisor, you are an Operator, patient, conscientious, relaxed and a cooperative team worker. You are:

  • Affable, approachable, accommodating, and detail-oriented
  • Highly tolerant for systematic work
  • Respectful and accepting of others’ decisions

WHAT YOU’LL DO:

  • Provide clients with service that goes above standard transactions.
  • Support growth initiatives with a focus on client retention.
  • Negotiate with underwriters to secure the best terms when needed.
  • Build and maintain strong, long-term client relationships.
  • Stay current on insurance products and offerings from insurers and MGAs.
  • Collaborate with commercial and personal advisors on service, marketing, and renewals.
  • Work with Client Coordinators to meet deadlines and ensure accuracy of documents.
  • Manage account documentation such as quotes, endorsements, cancellations, and inquiries.
  • Review client coverage, risks, and loss history to recommend appropriate solutions.
  • Follow EPIC workflows and keep forms updated.
  • Ensure accounts are serviced accurately and on time.
  • Participate in training and professional development courses to enhance skills and industry knowledge.
  • Other duties as assigned.

WHAT WE REQUIRE:

  • Post-secondary education or related certificates
  • 2–4 years of insurance experience EPIC and small commercial experience
  • Level 2 General Insurance license
  • Completed or working towards a C.I.P. or C.A.I.B. designation
  • Strong communication, organization, and attention to detail
  • Self-starter with excellent interpersonal skills
  • Proficient in Outlook, Excel, and Word


Navacord is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.

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