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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

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