Review and validate insurance policies for compliance, monitor renewals to meet agency guidelines, and resolve insurance deficiencies by collaborating with internal and external partners while supporting business execution tasks and reporting.

Role Description The Insurance Software Training Manager (Bilingual) will be responsible for enhancing client success by delivering training and support for a broker management system. - Deliver engaging virtual training sessions to insurance brokers. - Provide tailored consultancy to existing clients. - Design and develop training materials that align with system upgrades. - Create customized training programs for specific client needs. - Support the development of internal teams through application training sessions. - Proactively manage a dynamic schedule of training sessions. - Provide occasional in-person training or support when necessary. - Collaborate with internal teams to enhance client engagement strategies. - Attend industry trade shows and events across Canada. Qualifications - A minimum of 2+ years of experience as an insurance broker or hands-on experience using Broker Management Systems within Canada. - Fluency in both English and French. - Exceptional communication skills. - A logical, solution-oriented mindset. - Ability to quickly learn new system functionalities. - A flexible and responsive approach to scheduling. - A high degree of autonomy, initiative, and motivation in a fully remote work environment. - Willingness to travel occasionally across Canada. Requirements - Post-secondary education in business, insurance, or a related field is considered an asset. - Previous experience in training, onboarding, or client-facing roles within the insurance or technology space is an asset. - Proficiency in Broker Management Systems and a strong understanding of insurance workflows. - Comfort with virtual training tools, webinar platforms, and remote collaboration software. Benefits - Opportunity to work remotely. - Engagement with a forward-thinking organization. - Direct influence on client success.

Role Description We are looking for a competitive Insurance Sales Representative to help us expand our business by actively seeking and acquiring new clients. You will identify their needs and demands and sell accordingly. The goal is to formulate strong relationships to ensure growth and preserve and augment our firm’s prestige. - Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones - Contact potential clients and create rapport by networking, cold calling, using referrals, etc. - Appraise the wishes and demands of business or individual customers and sell the suitable protection plans - Collect information from clients on their risk profiles in order to offer them the proper solution - Prepare reports to shareholders on the success of your business endeavours - Retain continuous awareness of transactions, sales and terms and keep relative records - Check insurance claims to solidify trust and safeguard the reputation - Frequently replenish job-specific knowledge and apply it on the field - Fulfil all company-established policy obligations Qualifications - Proven experience as an insurance sales representative - Good comprehension of insurance plans including automobile, fire, life, property, medical, etc. - Ability to work with computers and understand and interpret standard statistical findings - Goal-oriented - 1099 position - Excellent skills in communication and presentation - Experience in delivering client-focused solutions and in creating long-lasting relationships - High school or BSc degree

• Support customers by phone and email with quotes, new policies, billing inquiries • Process insurance transactions such as endorsements, cancellations, and coverage updates