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Navacord

Associate Broker

Calgary, AB, Canada

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Job details

Posting language: English
Posted: Nov 6, 2026

Original job description

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 Associate Broker works to support all members of the Technical Risk Solutions Department with all facets of the Broker’s responsibility to review risks, execute strategic market approaches and place accounts in the insurance marketplace on behalf of the commercial service teams.

The positional objective is to ensure that Brokers are supported optimally in their role, which is to deliver effective technical, risk, product, and market advice, and to negotiate optimized solutions backed by the most appropriate carriers at competitive premiums.

In supporting the Technical Risk Solutions team, the Associate Broker helps satisfy our clients, having both indirect and direct impacts on the growth and success of our clients and Lloyd Sadd.

WHAT YOU’LL DO:

Functional Responsibilities:

In conjunction with other Technical Risk Solutions Team and Client Team members, the Associate Broker shall:

Assist Brokers with gathering information through teams and with preparation of documents necessary for preparation of marketing submissions and client presentations, including but not limited to the following tasks or documents:

- the marketing submission itself, including schedules and applications to be attached thereto
- underwriter responses, including quotes received
- summary and comparison documents for the team or the client

Act as secondary functional contact for teams and markets on placements qualifying for broker support to help successfully negotiate preferred terms for our clients, including:
- following up on submission responses
- facilitating answers to underwriting questions
- engaging in clarifying conversations where applicable
- tracking insurer responses in an acceptable summary format
Provide input to help influence and improve corporate efficiencies around risk placement and negotiation, including timelines, coverage and submission standards
Participate in industry and association events
Assist teams with communication of regular reports on activities, wins and losses in the market, including posting of such information for staff in public forums (e.g. ELSIE).

Strategic Responsibilities:

Under the direction of the Director of Technical Risk Solutions, the Associate Broker shall:

Assist Brokers with retention of the assigned renewal book at a level in keeping with Lloyd Sadd’s business plans
Work with Brokers and Account Team to document and execute agreed renewal strategies and processes
Contribute to improving processes for the critical file pre-work with service teams and to the ongoing improvement of Lloyd Sadd’s “Go To Market” Strategy
Assist Brokers with documentation of, and follow up for, items agreed in Annual Market Business planning meetings

Other Functional Tasks:

Where required, the Associate Broker shall undertake the following additional tasks:

Prepare, update and maintain Excel spreadsheets;
Manage various internal and external correspondence related to client file management in EPIC, as well as upkeep of the Insurer Contact List;
Assist with the renewal of annual service agreements;
Participate and contribute during Broking and Support team meetings;
Assist with other administrative support functions and special projects undertaken by the Broking team
Perform all other duties as assigned.

WHAT WE REQUIRE:

Demonstrated breadth across commercial insurance and depth with policy wordings and coverages within key industry sectors;
A minimum of 3-5 years’ progressively responsible experience in an Underwriting, Broking, Loss Control, Risk Management, Business Development, or Client Executive role within the Insurance Industry or a related industry
Level II license or equivalent and relevant industry experience required; preferred an academic background consisting of post secondary education, certificates, industry programs, such as CIP, CRM and CAIB or working towards;
Strong communication, presentation, and negotiation skills, including ability to explain proposal documents to colleagues or clients with a high degree of technical proficiency
Skill in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability;
Advanced skills in Microsoft Office Suite and internal Broker Management Systems (EPIC).

Lloyd Sadd 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.

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.

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More about this job

Responsibilities

The Associate Broker supports the Technical Risk Solutions Department by reviewing risks, executing market strategies, and placing accounts in the insurance marketplace. They assist brokers with marketing submissions, underwriter negotiations, and maintaining client file documentation.

Requirements

Candidates must have 3-5 years of progressively responsible experience in insurance-related roles and hold a Level II license. A post-secondary education and relevant industry certifications such as CIP, CRM, or CAIB are preferred.

Skills

Commercial insurance
Risk management
Policy wordings
Underwriting
Broking
Negotiation
Communication
Critical thinking
Problem solving
Microsoft Office Suite
Broker management systems
Client relations
Strategic planning
Data analysis
Technical proficiency

Visa sponsorship

Not detected in the job text

Keywords

Insurance
Risk management
Commercial insurance
Brokerage
Underwriting
Policy wordings
Market submissions
Negotiation
Client services
EPIC
CIP
CRM
CAIB
Technical risk solutions
Renewal strategies
Insurance marketplace
Data analysis
Microsoft Office
Business development
Loss control

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