Senior Advisor, Insurance Quote Governance and IT Processes

Relevance; Lévis, Montreal; On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Annual bonus

Flexible vacation

Pension plan

Group insurance with telemedicine

Health and telework equipment

Job summary

Desjardins seeks a senior advisor to guide IT processes for insurance quotes, advising partners on security, privacy and IT requests, and driving automation and AI-driven improvements across the function.

You will map processes, coordinate specialists, build dashboards, identify risks and opportunities, foster knowledge management, and support management with actionable insights for efficiency and quality.

Qualifications

• Minimum of six years of relevant experience in business analysis, functional analysis, coordination or process management.
• Knowledge of French is required.
• Intermediate knowledge of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients.
• Proficiency in IT, security, compliance and governance domains.
• Please note that other combinations of qualifications and relevant experience may be considered.

Responsibilities

• Analyze requests, questionnaires, insurance quotes and client requirements to assess IT impacts, risks and issues.
• Advise business partners on IT implications, security, compliance and privacy, and help develop recommendations and potential solutions tailored to business needs.
• Coordinate contributions from the various specialists involved in preparing responses and facilitate collaboration between business teams, IT teams and specialized partners.
• Make sure timelines, quality standards and compliance requirements are met, while maintaining a clear view of progress, risks and issues.
• Develop indicators, analyses and dashboards to provide greater visibility into activities.
• Identify trends, bottlenecks, recurring risks and opportunities for improvement, and provide recommendations to management to improve operational efficiency and the quality of deliverables.
• Map, document and improve processes, repositories, models, knowledge bases and mechanisms for reusing information.
• Identify, test and implement automation and AI solutions to help route requests, identify experts, reuse existing responses and improve productivity and quality.
• Structure and maintain critical knowledge related to insurance quotes, client requirements and IT responses, while supporting knowledge transfer, succession and the reuse of best practices.

Skills

Action oriented

Communicates effectively

Complexity

Customer Focus

Differences

Drive results

Nimble learning

Persuades

Plans and aligns

Work processes

Education

Bachelor's degree in a related field

Job description

As a senior advisor for insurance quote governance and IT processes, you advise business partners and IT teams on insurance quotes, client questionnaires, security and compliance requirements, and IT requests. You analyze needs, coordinate the required expertise, maintain the quality of responses and support the continuous improvement of the associated processes. You also support management by providing insight into issues, risks, trends and opportunities for improvement. As part of our digital transformation, you show a strong interest in automation, AI and evolving business practices. You play a key role in improving how we work through knowledge management, operational data analysis and the integration of AI solutions that make our operations more efficient, improve quality and foster long-term sustainability. More specifically, you will be required to:

IT analysis and advisory services

• Analyze requests, questionnaires, insurance quotes and client requirements to assess IT impacts, risks and issues
• Advise business partners on IT implications, security, compliance and privacy, and help develop recommendations and potential solutions tailored to business needs

Coordination and governance

• Coordinate contributions from the various specialists involved in preparing responses and facilitate collaboration between business teams, IT teams and specialized partners
• Make sure timelines, quality standards and compliance requirements are met, while maintaining a clear view of progress, risks and issues

Management support

• Develop indicators, analyses and dashboards to provide greater visibility into activities
• Identify trends, bottlenecks, recurring risks and opportunities for improvement, and provide recommendations to management to improve operational efficiency and the quality of deliverables

Process optimization and AI

• Map, document and improve processes, repositories, models, knowledge bases and mechanisms for reusing information
• Identify, test and implement automation and AI solutions to help route requests, identify experts, reuse existing responses and improve productivity and quality

Knowledge management

• Structure and maintain critical knowledge related to insurance quotes, client requirements and IT responses, while supporting knowledge transfer, succession and the reuse of best practices

What we offer*

• 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

* Benefits apply based on eligibility criteria.

What you bring to the table

• Bachelor's degree in a related field
• A minimum of six years of relevant experience in business analysis, functional analysis, coordination or process management
• Please note that other combinations of qualifications and relevant experience may be considered
• Experience in roles that require a strong ability to influence and coordinate, with an emphasis on meeting deadlines
• Knowledge of French is required
• Intermediate knowledge of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
• Proficiency in IT, security, compliance and governance domains

• Action oriented
• Communicates effectively
• Complexity
• Customer Focus
• Differences
• Drive results
• Nimble learning
• Persuades
• Plans and aligns
• Work processes

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Information technology (FG)