Forward Deployed Broker
- Toronto, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Posting language
- English
- Posted
Original job description
Who we are
For decades, insurance software has been built around rigid forms, portals and call centers that create friction for customers and drag for teams. Even as AI has advanced, most insurance work is still manual, slow and spread across disconnected systems.
General Magic builds AI agents that handle quoting, follow-ups, document collection, verification, claims intake and broker communication, connected directly to carrier, MGA and broker systems. Some of Canada's largest brokerages use our products today. We've raised $7.2M USD from Radical Ventures, a16z and several AI luminaries. We work onsite in Toronto five days a week.
The role
As a Forward Deployed Broker, you're the insurance expert on our customer team. You'll work side by side with brokerages as they roll out General Magic, making sure our agents fit how brokers actually work, and you'll bring what you learn back to our product and engineering teams.
In this role, you will
Lead onboarding and rollout of our products at brokerage customers
Train brokers and account managers, and help them build new habits around AI
Map real brokerage workflows like quoting, renewals, endorsements and claims, and spot where AI helps most
Review agent outputs for accuracy against carrier rules, wordings and appetite
Turn broker feedback into clear product requirements with our engineers
For this role, you should have
Hands-on experience working in a brokerage, personal or commercial lines
An active or recent broker licence (for example RIBO in Ontario)
Working knowledge of carriers, broker management systems and day-to-day brokerage operations
Clear, confident communication with brokers, principals and technical teams
Curiosity about AI and comfort working in a fast-moving startup
Nice to have
Experience with Applied Epic or other broker management systems
Experience in a training, implementation or operations role
More about this job
Responsibilities
You will lead the onboarding and rollout of AI products at brokerage customers while training staff on new workflows. Additionally, you will map brokerage processes and translate user feedback into clear product requirements for the engineering team.
Requirements
Candidates must have hands-on experience in a brokerage with an active or recent broker license. You should possess a working knowledge of carrier operations and broker management systems, along with strong communication skills.
Skills
- Insurance
- Brokerage Operations
- AI Agents
- Product Onboarding
- Training
- Workflow Mapping
- Claims Intake
- Broker Management Systems
- Applied Epic
- Carrier Relations
- Technical Communication
- Product Requirements
- Customer Success
Visa sponsorship
Not detected in the job text
Categories
- Technology
- Finance & Accounting
- Software
- Customer Service & Support
- Consulting
Keywords
- Insurance Software
- AI Agents
- Brokerage
- Quoting
- Renewals
- Endorsements
- Claims Intake
- Broker Management Systems
- Applied Epic
- Onboarding
- Product Requirements
- Carrier Rules
- Wordings
- Appetite
- Startup
- Operations
- Implementation
- Training
- RIBO
- Commercial Lines
- Personal Lines