P&C Insurance Advisor — Client Solutions & Flexible Perks

Desjardins; United States; Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation (flexible)

Defined benefit pension plan

Group insurance incl. telemedicine

Telework equipment reimbursement

Job summary

Desjardins is seeking a property and casualty insurance agent in the United States to serve members and clients, assess needs, and promote appropriate coverage. You will prepare quotes, issue contracts, and handle renewals while maintaining high service standards.

The role emphasizes client satisfaction, referrals, and cross-channel sales support. Ideal candidates have a college diploma and at least two years of relevant experience, plus French language ability.

Qualifications

• Two years of relevant experience preferred.
• French language knowledge required.
• Ability to learn quickly and use technology effectively.

Responsibilities

• Serve members and clients, assess needs, promote insurance products, and help clients choose coverage.
• Prepare quotes and issue insurance contracts.
• Follow up on files, analyze renewals, and correct contracts as needed.
• Respond to information requests and amend contracts to ensure client satisfaction and retention.
• Develop business partnerships to generate referrals.

Skills

Needs assessment

Sales

Interpersonal skills

Tech savvy

Education

College diploma in related field

Job description

Desjardins is seeking a property and casualty insurance agent in the United States to serve members and clients, assess needs, and promote appropriate coverage. You will prepare quotes, issue contracts, and handle renewals while maintaining high service standards.

The role emphasizes client satisfaction, referrals, and cross-channel sales support. Ideal candidates have a college diploma and at least two years of relevant experience, plus French language ability.