Publié il y a 26 jours
Advisor, Venture
@ Navacord
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
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
| Niveau | Intermédiaire |
| Domaine | Opérations |
| Expérience | 2 an(s) et plus |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Permis et certifications | CIP |
| Candidatures encouragées | Femmes, Autochtones, Personnes racisées, Personnes handicapées, 2ELGBTQI+ |
| Formation | Collégial (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…
| Champ | Valeur |
|---|---|
| Secteur | Insurance |
| Taille | 1,001-5,000 employees |
| Type d’organisation | Privately Held |
| Offres sur Jobsy | 15 |
| Voir la page |
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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