Advisor, Venture

Job summary

The Venture Advisor provides professional service to small to medium-sized business clients by managing account documentation and recommending appropriate insurance solutions. They also collaborate with internal teams to support growth initiatives, client retention, and the negotiation of insurance terms.

Job details

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.

What you’ll do

The Venture Advisor provides professional service to small to medium-sized business clients by managing account documentation and recommending appropriate insurance solutions. They also collaborate with internal teams to support growth initiatives, client retention, and the negotiation of insurance terms.

Requirements

Candidates must have 2–4 years of insurance experience, a Level 2 General Insurance license, and post-secondary education. Proficiency in EPIC software and small commercial insurance is required, along with strong organizational and communication skills.

Listed skills

• Risk Management · Preferred
• client relations · Preferred
• Communication · Preferred
• Organization · Preferred
• Attention to detail · Preferred
• interpersonal skills · Preferred
• Microsoft Outlook · Preferred
• Microsoft Excel · Preferred
• Microsoft Word · Preferred
• Customer service · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Insurance
• Risk management
• Client relations
• Underwriting
• EPIC
• Small commercial insurance
• Documentation management
• Communication
• Organization
• Attention to detail
• Interpersonal skills
• Outlook
• Excel
• Word
• Customer service
• Self-Starter
• Workflow Management
• Ability To Meet Deadlines
• Conscientiousness
• Microsoft Excel
• Customer Service
• General Insurance
• Marketing
• Interpersonal Communications
• Risk Management
• Microsoft Outlook
• Detail Oriented

Job areas

• Finance & Accounting
• Customer Service & Support
• Consulting
• Venture Advisor
• Insurance Customer Service Representative
• Insurance Representatives
• Customer Service Representatives

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