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Added 2 days ago
SI
Bilingual Underwriting Assistant
Sovereign Insurance
Calgary, AB · Toronto, ON · Montreal, QC
- Full-time
We are looking for an energetic, experienced Underwriting Assistant to join our UA team. The successful candidate will provide support to our underwriters through collaboration and…
Added 2 days ago
FN
Manager and Team Lead, Third Party Residential Underwriting - BMBE
First National Financial LP
Toronto, ON · East York, ON
- Full-time
Assistant Vice President, Third Party Residential Underwriting
Added 2 days ago
P
Mortgage Agent
Pineapple
ON · Ontario, Canada
- Full-time
AI-Powered Tech & Tools: Gain exclusive access to Pineapple Maui (My Artificial User Intelligence), our groundbreaking AI assistant.
Added 3 days ago
SC
Underwriting Assistant (PL)
SPG Canada
Langley (District), BC · City of Langley, BC
- Full-time
We are currently looking for an Underwriting Assistant to join our growing team. As an Underwriting Assistant, you will support our underwriters in their day-to-day tasks. Working as part…
Added 3 days ago
AC
Assistant Vice President, Account Executive - Private Client (Fixed term: 18 month- Contract)
Aon Corporation
Calgary, AB
- Full-time
Establish contacts and cultivate relationships within the underwriting community to achieve the best terms and coverage for Aon clients
Added 3 days ago
HI
Underwriting Assistant (PL)
HUB International
Langley (District), BC
- Full-time
We are currently looking for an Underwriting Assistant to join our growing team. As an Underwriting Assistant, you will support our underwriters in their day-to-day tasks. Working as part…
Added 3 days ago
FC
Team Manager Insurance Operations
Fidelity Canada
Mississauga, ON
- Full-time
processing, policy administration, underwriting support, policy changes,
Added 4 days ago
C
Estate Planning Assistant, Wood Gundy-Bilingual
CIBC
Montreal, QC
- Full-time
You’ll join a team that goes above and beyond for their clients. The Estate Planning Assistant is accountable for supporting Head Office and Estate Planning Specialists in all areas of…
Added 5 days ago
GE
Team Leader - Assistance Services (6-month temporary assignment)- EN
Global Excel Management Inc.
Montreal, QC
- Temporary
Partner with the Assistant Director and other leaders to support strategic initiatives, implement process improvements, and contribute to employee engagement and retention
Added 5 days ago
GE
Team Leader - Assistance Services (6-month temporary assignment)- EN
Global Excel Management Inc.
Sherbrooke, QC
- Temporary
Partner with the Assistant Director and other leaders to support strategic initiatives, implement process improvements, and contribute to employee engagement and retention
Added 5 days ago
VC
Underwriting Assistant (Fixed-Term, 12 Months))
Victor Canada
Canada
- Temporary
As an Underwriting Assistant, you will provide essential operational and administrative support to underwriters to ensure accurate, timely, and compliant processing of new and renewal…
Added 5 days ago
GE
Team Leader - Assistance Services (6-month temporary assignment)
Global Excel Management
Montreal, QC · Sherbrooke, QC
- Other
Partner with the Assistant Director and other leaders to support strategic initiatives, implement process improvements, and contribute to employee engagement and retention
Added 5 days ago
MM
Underwriting Assistant (Fixed-Term, 12 Months))
Marsh McLennan
Ottawa, ON
- Full-time
As an Underwriting Assistant, you will provide essential operational and administrative support to underwriters to ensure accurate, timely, and compliant processing of new and renewal…
Added 6 days ago
OJ
Assistant General Counsel – Insurance Regulatory & Corporate
Oliver James
Toronto, ON
- Full-time
Assistant General Counsel – Insurance & Regulatory
Added 6 days ago
OJ
Assistant General Counsel - Insurance Regulatory & Corporate
Oliver James
Toronto, ON · Greater Toronto Area, Canada
- $180,000 to $220,000 USD / year
- Full-time
Assistant General Counsel - Insurance & Regulatory
Added 6 days ago
FN
UX Designer
First National Financial LP
Toronto, ON · East York, ON
- Full-time
Assistant Vice President IT, Application Development
Added 9 days ago
Personal Insurance Advisor, Service
Navacord
Edmonton, AB · Calgary, AB
Work closely with the Account Assistant’s to ensure timelines are being met and to review accuracy of documentation;
Added 9 days ago
LM
Underwriting Co-Op Student (Summer term, May - August 2027)
Liberty Mutual Canada
Remote, Canada
- Contract
- Remote
Reports To: Assistant Vice President, Underwriting Manager, Alberta & Prairies Region
Added 9 days ago
LM
Underwriting Co-Op Student (Summer term, May - August 2027)
Liberty Mutual Canada
Calgary, AB
- Contract
Reports To: Assistant Vice President, Underwriting Manager, Alberta & Prairies Region
Added 10 days ago
T
Executive Assistant I, Investment Banking
TD
Toronto, ON
- Full-time
As an Executive Assistant, you'll provide a range of administrative and general workplace support for our senior leaders.
Added 10 days ago
FN
Manager and Team Lead, Third Party Residential Underwriting - BMBE
First National Financial LP
Vancouver, BC
- Full-time
Assistant Vice President, Third Party Residential Underwriting
Added 10 days ago
S-
Equity Administrator
Scotiabank - Global Banking and Markets
Toronto, ON
- Full-time
…finance and mergers & acquisitions); fixed income and equity underwriting, sales, trading and research; prime services (prime brokerage and stock lending); foreign exchange sales and…
Added 10 days ago
B
ASSISTANT VICE-PRESIDENT, CREDIT RISK MANAGEMENT, CORPORATE FINANCING AND SYNDICATION
BDC
Montreal, QC
- Full-time
The Assistant Vice-President (AVP), Credit Risk Management, Corporate Financing and Syndication, reviews loan applications and makes informed decisions regarding their approval or…
Added 10 days ago
HI
Commercial Lines Account Assistant, Dealership & Leasing
HUB International
Toronto, ON
- Full-time
We’re looking for a Commercial Lines Account Assistant to provide administrative support for our Dealership & Leasing Program. This is the ideal role for someone looking to build a career…
Added 10 days ago
Equity Administrator
Scotiabank
Toronto, ON
…finance and mergers & acquisitions); fixed income and equity underwriting, sales, trading and research; prime services (prime brokerage and stock lending); foreign exchange sales and…

Navacord

Personal Insurance Advisor, Service

Edmonton, AB, Canada
Calgary, AB, Canada

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Job details

Posting language: English
Posted: Oct 15, 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 Personal Insurance Advisor is an expert advisor responsible for servicing clients in a courteous and professional manner. These clientele may be principals of Navacord’s commercial accounts or have prominent business and community affiliation. The Personal Insurance Advisor maintains extensive knowledge of various insurance products and collaborates with team members to ensure a superior customer service experience.

As an Personal Insurance Advisor, you are an Operator, patient, conscientious, relaxed and cooperative team worker. You are;

Affable, approachable, accommodating, and detail-oriented
Highly tolerant for systematic work
Respectful and accepting of others’ decisions.

WHAT YOU’LL DO:

Delivering “best in class” additional services to clients. Additional services would be defined as those “above and beyond” normal transactional services provided to personal lines clients;
Participation in growth initiatives on behalf of the Personal Insurance department;
Liaise with company underwriters to negotiate best terms for our clients when required;
Ensure that strong, long-term customer relationships are created by providing value added services;
Maintain a current knowledge base of insurance products and services with various insurance companies, including regular, non-standard, and relevant markets;
Working with Personal Insurance team members to provide exceptional customer service experience;
Works closely with Advisors on all aspects of client service, marketing, and renewal while adhering to Navacord’s best practices and standard procedures;
Work closely with the Account Assistant’s to ensure timelines are being met and to review accuracy of documentation;
Manage account documentation (i.e., routine inquires, quotes, insurance contracts, endorsements, cancellations, etc.)
Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements when required;
Ensure EPIC workflows are followed including maintaining and updating custom forms;
Ensure accurate and timely servicing and billing of accounts;
Participate in training and professional development courses to enhance skills and industry knowledge;
Other duties as assigned.

WHAT WE REQUIRE:

2 to 4 years of personal lines experience and EPIC brokerage software preferred;
Level 2 General Insurance license strongly preferred;
Completed or working towards C.I.P. or C.A.I.B. designation;
Solid mentorship skills and teaming capability; the ability to lead and motivate, delegate, and rally colleagues;
A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience;
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).

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 Personal Insurance Advisor is responsible for providing expert insurance advice and delivering superior service to high-value clients. They manage account documentation, negotiate terms with underwriters, and collaborate with team members to ensure accurate and timely service.

Requirements

Candidates should have 2 to 4 years of personal lines insurance experience and proficiency with EPIC brokerage software. A Level 2 General Insurance license is strongly preferred, along with progress toward C.I.P. or C.A.I.B. designations.

Skills

Personal insurance
Risk management
Customer service
Insurance products
EPIC brokerage software
Account management
Underwriting
Documentation management
Problem solving
Critical thinking
Decision making
Communication
Adaptability
Microsoft Office Suite
Mentorship
Business acumen

Benefits

Professional development
Training

Visa sponsorship

Not detected in the job text

Keywords

Personal Insurance
Risk Management
EPIC
Brokerage Software
General Insurance License
C.I.P.
C.A.I.B.
Underwriting
Account Management
Customer Service
Insurance Contracts
Endorsements
Cancellations
Microsoft Office
Professional Development
Business Acumen
Mentorship
Teamwork
Critical Thinking
Documentation
Billing
Workflows
Insurance Advisor

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