WHAT WE OFFER Great learning and growth opportunities Hybrid remote work flexibility A competitive compensation package Full Benefits Package RRSP Matching Program Professional Development Courses & Designations 100% tuition re-imbursement for business relevant courses and training Half volunteer day to make a difference and give back to your community Vary Days
POSITION OVERVIEW: Jones DesLauriers Insurance Management Inc. is accepting applications for a Financial Analyst to support our Managing General Agent (MGA) portfolio within Navacord Underwriting Solutions. We are looking for professional and courteous candidates who enjoy handling a variety of administrative tasks, possess exceptional organization skills, and have excellent communication skills. Ideal candidates will have a friendly, positive attitude, and show initiative in completing relevant job duties. Applicants must be able to work from 8:30am to 4:30pm Monday to Friday.
RESPONSIBILITIES: Support a variety of finance and accounting functions for our Navacord Underwriting Solutions portfolio with an initial key focus on Trans Canada Insurance Marketing (TCIM). Prepare, analyze, and reconcile balance sheet accounts to ensure accuracy and resolve discrepancies. Manage daily cash flow activities and perform timely bank reconciliations for assigned Navacord partners. Close daily financial records accurately, reflecting all transactions. Enter payroll data based on HR documents, generate ad hoc reports, and ensure compliance with tax regulations. Maintain the fixed asset register and prepare monthly depreciation entries. Record and reconcile intercompany transactions and accruals, resolving variances. Assist in preparing budgets, monitor performance, and provide variance analyses with recommendations. Support external audits by providing documentation, addressing findings, and implementing improvements. Prepare and review year-end tax filings, reconcile balances, and ensure compliance. Produce and submit statutory filings, including RIBO and Stats Canada, meeting all deadlines. Other tasks and ad hoc projects as assigned.
REQUIREMENTS: Post secondary education, with 3 years of relevant work experience Experience with balance sheet reconciliations, external audits, fixed asset management, and intercompany transactions. Familiarity with statutory filings and payroll processes is preferred. Knowledge of EPIC and Rival TUW systems is an asset Previous experience working within the insurance industry is an asset Excellent communication (verbal and written) skills with a strong attention to detail Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment Ability to work independently and as part of a team, with a strong sense of initiative and accountability Proficient computer skills with advanced knowledge of MS Office Suite (Word, Excel, Outlook) Professional in dress code and demeanor
Navacord is committed to fostering an inclusive, accessible environment where all employees and candidates feel valued and respected. If you require accommodation during the recruitment process or for your work with us, please inform us and we will work with you to meet your needs. 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.
POSITION OVERVIEW: Jones DesLauriers is hiring for an experienced commercial insurance broker who is committed to delivering great customer service with a focus on retention of accounts on an assigned book of business. The Client Associate will play a central role in renewing existing accounts by serving JDIMI clients in assessing and fulfilling their insurance needs to the highest standards of satisfaction. The Client Associate is accountable for determining customer needs, negotiating coverages and terms, responding to complaints and inquiries, and processing of transactions. This role will provide for additional responsibilities to the successful candidate who previously held a Client Coordinator level broker position and is looking for more challenges and authority over the book of business assigned.
RESPONSIBILITIES: Handle a book of business of up to approximately $500,000 in premium Responsible for retention of 95% on renewal book of business Manage renewal list of accounts at 120 days in advance of policy renewal Follow up and collect accounts receivables based on weekly accounts receivables report Answer client inquiries on the book of business and provide support to Client Managers on their book of business Market and communicate client accounts to Insurers Handle claims inquiries from clients Attend client and Insurer meetings/events as necessary Issue certificates of insurance within 24 hours for assigned Client Managers and send to appropriate insurer Generate/issue liability slips for renewals, endorsements and new business Process documents: renewals, endorsements, and new business Invoice and execute on premium finance contracts and premium allocations Run MVRs/driver abstracts, CVOR, etc. Generate applications/forms (e.g. SOV, Profits Worksheets etc.) with abeyance for follow up Maintain and update premium comparisons, summaries, executive summaries (if applicable) Perform Auto Quotes on Compu-Quote when required Manage effectively the abeyance system Creating policy binders to send out to clients Other duties as assigned
REQUIREMENTS: Minimum 1 to 2 years of commercial insurance experience required R.I.B.O license required Working towards C.I.P. or C.A.I.B. designation(s) Strong attention to detail, time management and analytical skills Ability to be a self starter with strong written and oral communication skills as well as organizational skills Advanced skills in Outlook, Excel, Word and EPIC
POSITION OVERVIEW: Jones DesLauriers is hiring for an experienced Client Manager, Commercial Insurance who is a knowledgeable expert advisor in commercial insurance lines of business. The successful candidate will be responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business.
RESPONSIBILTIES: Responsible for managing a renewal book of business Works closely with Producers and other JDIMI staff on all aspects of client service, marketing, and renewal while adhering to JDIMI’s best practices and standard procedures. Maintain a persistently high-level retention rate on your Book of Business Maintain a retention rate of 95% or higher on your Book of Business Set clear expectation for client and business partners by providing same day response time In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.) Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements Maintain up-to-date EPIC workflow documentation and ensures workflows are followed Ensure accurate and timely servicing and billing of accounts Participate actively in cross-sell campaigns and other initiatives as required Actively develop an increased knowledge of related insurance products and client needs May participate in or conduct client meetings when necessary Participate in training and professional development courses to enhance skills and industry knowledge Maintain positive working relationships with clients, staff, other JDIMI departments and offices Other duties as assigned
REQUIREMENTS: Minimum 5 years of commercial insurance experience required R.I.B.O. license required C.I.P. or C.A.I.B. designation(s) preferred Client development/relationship management experience Solid understanding of policy wordings/coverages Ability to mentor others and proven negotiation skills Strong attention to detail, time management, problem solving and analytical skills Ability to be a self-starter with strong written and oral communication skills as well as organizational skills Advanced skills in Outlook, Excel, Word and EPIC
Jones DesLauriers Insurance Management Inc is actively committed to support 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. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.
WE OFFER:
Great learning and growth opportunities A competitive compensation package Full Benefits Package RRSP Matching Program Professional Development Courses & Designations 100% tuition re-imbursement for business relevant courses and training Vacation and Vary days – including a day off for your birthday Flexible hybrid working schedule
Jones DesLauriers is always looking for talent in the Insurance Industry! We are accepting applications for a Surety Specialist reporting to the Partner, Surety Director. The successful candidate will be responsible for providing advisory services to a portfolio of our clients. The role requires a strong sense of working collaboratively as a team member in a fast-paced environment. existing construction surety accounts. This is a highly technical and market facing position and candidate with previous experience as a surety underwriter will excel. You will have the opportunity to fully apply and hone your underwriting, financial analysis, credit analysis, and marketing skills. The position requires the candidate to provide superior customer service in managing the day-to-day needs.
RESPONSIBILITIES:
Act as a subject matter expert for the Surety Bonding practice (traditional contract surety and commercial surety) Underwriting of new and existing contract and commercial surety business. Serving as key contact, underwrite an assigned portfolio of accounts with a high level of autonomy. Collaborate with other team members, in both the surety and insurance departments in a professional and solution focused fashion Demonstrate ability to provide detailed recommendations of bond and account support using highly developed skills in financial and credit analysis. Negotiate account and / or bond specific terms and conditions with surety markets. Manage and develop new and existing relationships with key surety markets and professionally represent the company at industry events, associations, and with our surety company partners Participation in team meetings providing updates related to assigned portfolio of accounts, surety companies and/or territory, market intelligence, etc. Proactively engage in the target account process, developing and managing a qualified list of opportunities. Assist and manage potential surety claims situations and act as a liaison between all interest parties in the claims process.
REQUIREMENTS:
Minimum 3 years Surety underwriting experience. (Previous experience with at a brokerage is a plus.) University degree preferred CPA, RIBO, ACSB, CAIB, CIP designations are well received but not required. Superb interpersonal skills and attention to detail Ability to be a self starter with strong written and oral communication skills as well as organizational skills Advanced skills in Outlook, Excel, Word & PowerPoint Solid understanding of the construction industry Strong analytical skills and solid understanding of financial statements and business cycles of construction companies Experience with surety claims and well versed in contract law is an asset.
Navacord is actively committed to support 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.We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.
WHAT WE OFFER Great learning and growth opportunities Hybrid remote work flexibility A competitive compensation package Full Benefits Package RRSP Matching Program Professional Development Courses & Designations 100% tuition re-imbursement for business relevant courses and training Half volunteer day to make a difference and give back to your community Vary Days
POSITION OVERVIEW: Jones DesLauriers is looking for talent in the Insurance Industry! We are accepting applications for those who want to start a new career in commercial insurance, or those who are motivated by being in an administrative role that offers basic commercial insurance knowledge to help you advance your career The successful candidate will be responsible for the input of new business and marketing documents, the set-up of new business proposals and other administrative duties to enhance the team’s effectiveness.
RESPONSIBILITIES Issue certificates of insurance for approval from Client Manager Generate/issue liability slips for renewals, endorsements and new business Assist with processing documents: renewals, endorsements, and new business Run MVRs/driver abstracts, CVOR, etc. Generate applications/forms (e.g. SOV, Profits Worksheets etc.) as directed by the Client Manager Assist with the maintenance of the summary of insurance Update premium comparisons, summaries, executive summaries as directed by a Client Manager Input and update of claims and new clients information into EPIC Assist with performing Auto Quotes on Compu-Quote when required Assist with sending renewal requests to clients 100 days in advance as directed by the Client Manager Check policy documents against binders issued Creating policy binders for Client Managers Assist with processing of mail and endorsements for the team Other duties as assigned
REQUIREMENTS 1 year of insurance experience and EPIC brokerage software preferred University degree preferred R.I.B.O license is preferred Working towards C.I.P. or C.A.I.B. designation Superb interpersonal skills and attention to detail Ability to be a self-starter with strong written and oral communication skills as well as organizational skills Advanced skills in Outlook, Excel, Word
Jones DesLauriers is actively committed to support 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. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.
WHAT WE OFFER Great learning and growth opportunities Hybrid remote work flexibility A competitive compensation package Full Benefits Package RRSP Matching Program Professional Development Courses & Designations 100% tuition re-imbursement for business relevant courses and training Half volunteer day to make a difference and give back to your community Vary Days
POSITION OVERVIEW The Director, Commercial Insurance will be responsible for working alongside and reporting to the Vice President, Commercial Insurance to deliver the strategic vision of the brokerage. This individual will be a positive, dynamic, and strong people leader who desires the challenge of leading, growing, and mentoring frontline brokerage teams in a hybrid and flexible work environment.
RESPONSIBILITIES Leading, driving and supporting a frontline broker team through the implementation of JDIMI’s overall strategy, operating plan, administrative budgets and processes Supporting JDIMI in establishing and maintaining strong relationships with carriers Coaching, mentoring and developing Commercial Insurance team members to achieve desired personal and organizational objectives Leading, managing, and establishing performance expectations for multiple high performing teams Strategizing with high performing teams and leadership members on key accounts Developing and establishing operating policies consistent with JDIMI’s strategic vision and objectives and ensuring their adequate execution Collaborating with the VP, Commercial Insurance on financial measurements and analysis to evaluate and establish JDIMI’s business operations and to determine/forecast hiring decisions Collaborating with the VP, Commercial Insurance on the Commercial Insurance budget, goal setting, and annual compensation increases Maintaining company’s best practices while ensuring legal compliancy and establishing new ones to stay competitive in the insurance marketplace Exhibiting leadership style that fosters a culture of innovation, creativity, accountability and collaboration Participating in the development and preparation of short-term and long-range plans and budgets based upon broad organization goals and objectives
REQUIREMENTS Minimum 7 years commercial experience preferably in an insurance brokerage/company Positive experience leading a team is an asset, but the desire to lead is more important CAIB, CRM CIP or FCIP designation an asset Experience working with EPIC & CSR 24 and asset Experience in Office 365 In-depth knowledge of insurance brokerage business practices and processes Understand how products and services impact client needs and develop processes to improve quality A team player who is friendly, and collaborative Strong initiative, leadership and strategic thinking Ability to work independently and with all levels of the organization Exceptional communication, collaboration, and negotiation skills required to affect change and to build
Jones DesLauriers is actively committed to support 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. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.
WHAT WE OFFER: Great learning and growth opportunities Hybrid remote work flexibility A competitive compensation package Full Benefits Package RRSP Matching Program Professional Development Courses & Designations 100% tuition re-imbursement for business relevant courses and training On-site Fitness Facility A volunteer day to make a difference and give back to your community Vary days – including a day off for your birthday
POSITION OVERVIEW As a member of one of Canada’s fastest growing insurance brokerages, the Marketing and Communications Manager will help us build and implement a comprehensive, and measurable marketing strategy. After a thorough on-boarding period of gaining insight into our offerings, clients and operational processes, the Marketing and Communications Manager will be tasked with assembling and leading a small marketing team tailored to scale our evolving marketing needs & be the key liaison to the head Office Marketing team. You are organized, resourceful, takes initiative and feels comfortable asking questions to find out what your client (internal or external) needs. It is important that this person strives to become knowledgeable in the many intricacies of the insurance brokerage business. You will need excellent written and verbal communication skills and an aptitude for fostering a collaborative environment.
The Marketing and Communications Manager will contribute to a wide range of projects as we continually improve to our sales offerings, specialty programs, and client experience. This individual will be up to date on current marketing and communications techniques, and apply their understanding of layout, typography, and visual presentation to create a preference for the Jones DesLauriers multi-line experience.
RESPONSIBILITIES Develop & execute of marketing strategies that support business objectives to achieve target goals of increasing brand visibility and driving customer engagement, Manage & oversee all marketing activities, including content creation, website, social media marketing, email marketing, advertising campaigns & events. Manage the task intake and delegation process for the marketing team, ensuring timelines are met and output quality is exceptional. When required, support the team in building brand collateral such as sell sheets, brochures, presentations, RFPs, etc. Collaborate with cross-functional teams to align marketing efforts with business goals and product/service offerings. Provide creative direction on content creation such as photography, video and copy writing. Develop and manage marketing budgets. With support from your team, manage the corporate website ensuring content is kept up to date and compliant Hire, lead, mentor & manage a team of marketing professionals providing guidance, feedback & support to foster growth & success. Stay current with industry trends, best practices & emerging technologies to continually improve marketing strategies & tactics. Contribute to internal communications through email marketing. You will support the development of an internal communications strategy – defining key elements, communication channels, town hall topics & decks, announcements, CEO messages, engagement posts & newsletters. Leadership experience. You will build & maintain with your team and allocate resources to support a communication and marketing calendar, ensuring adequate preparation for each key activity. Take ownership of the marketing resources. You will maintain, update & share, ensuring all resources are current, accessible and effectively organized for easy use by the team. You will also ensure that the most recent images, branding & materials are used for internal and external communications. Act as the marketing point of contact for all Navacord broker partners, collaborating and sharing best practices.
REQUIREMENTS Bachelor’s Degree or Diploma in Marketing, Communications, or the Humanities with at least 5 years working in a marketing manager role. Proven track record of at least 2 years managing people. Strong communication skills, both written and verbal. Experience managing and implementing a comprehensive marketing strategy. Ability to navigate and lead through a changing environment with minimal supervision. Experience in the Insurance / Financial Services is an asset. Working knowledge of website development and/or management (preferably in WordPress) Proficiency in in digital marketing tools & platforms such as Google Analytics, social media management tools and marketing automation systems. Experience creating digital and print content using the Adobe creative suite (emphasis on inDesign, Illustrator, Premiere A master in the MS office suite of products (PowerPoint, Word, Excel) that also produces compelling and visually appealing presentations and proposals Experience working as a graphic designer is an asset Bilingual (English and French) is an asset.
Jones DesLauriers is actively committed to support 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. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.
WHAT WE OFFER: Great learning and growth opportunities Hybrid remote work flexibility A competitive compensation package Full Benefits Package RRSP Matching Program Professional Development Courses & Designations 100% tuition re-imbursement for business relevant courses and training On-site Fitness Facility A volunteer day to make a difference and give back to your community Vary days – including a day off for your birthday
POSITION OVERVIEW: Jones DesLauriers is hiring for an experienced Senior Client Manager who is a knowledgeable expert advisor in commercial insurance lines of business. The successful candidate will be responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business.
RESPONSIBILITIES: Responsible for managing a renewal book of business Works closely with Producers and other JDIMI staff on all aspects of client service, marketing, and renewal while adhering to JDIMI’s best practices and standard procedures. Maintain a persistently high-level retention rate on your Book of BusineSS Maintain a retention rate of 95% or higher on your Book of Business Set clear expectation for client and business partners by providing same day response time In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.) Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements Maintain up-to-date EPIC workflow documentation and ensures workflows are followed Ensure accurate and timely servicing and billing of accounts Participate actively in cross-sell campaigns and other initiatives as required Actively develop an increased knowledge of related insurance products and client needs May participate in or conduct client meetings when necessary Participate in training and professional development courses to enhance skills and industry knowledge Maintain positive working relationships with clients, staff, other JDIMI departments and offices Other duties as assigned
REQUIREMENTS: Minimum 10 years of commercial transportation insurance experience required R.I.B.O. license required C.I.P. or C.A.I.B. designation(s) preferred Client development/relationship management experience Solid understanding of policy wordings/coverages Ability to mentor others and proven negotiation skills Strong attention to detail, time management, problem solving and analytical skills Ability to be a self starter with strong written and oral communication skills as well as organizational skills Advanced skills in Outlook, Excel, Word and EPIC
Jones DesLauriers is actively committed to support 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. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.
POSITION OVERVIEWAs a member of one of Canada’s fastest growing insurance brokerages, the Marketing and Communications Manager will help us build and implement a comprehensive, and measurable marketing strategy. After a thorough on-boarding period of gaining insight into our offerings, clients and operational processes, the Marketing and Communications Manager will be tasked with assembling and leading a small marketing team tailored to scale our evolving marketing needs & be the key liaison to the head Office Marketing team. You are organized, resourceful, takes initiative and feels comfortable asking questions to find out what your client (internal or external) needs. It is important that this person strives to become knowledgeable in the many intricacies of the insurance brokerage business. You will need excellent written and verbal communication skills and an aptitude for fostering a collaborative environment.The Marketing and Communications Manager will contribute to a wide range of projects as we continually improve our sales offerings, specialty programs, and client experience. This individual will be up to date on current marketing and communications techniques, and apply their understanding of layout, typography, and visual presentation to create a preference for the Jones DesLauriers multi-line experience.RESPONSIBILITIESDevelop & execute marketing strategies that support business objectives to achieve target goals of increasing brand visibility and driving customer engagement.Manage & oversee all marketing activities, including digital marketing, content creation, website, social media marketing, email marketing, advertising campaigns & events.Support the team in building brand collateral such as sell sheets, brochures, presentations, RFPs, etc.Collaborate with cross-functional teams to align marketing efforts with business goals and product/service offerings.Provide creative direction on content creation such as photography, video and copy writing.Develop and manage marketing budgets, timelines and resources to ensure efficient & timely delivery of projects.Hire, lead, mentor & manage a team of marketing professionals providing guidance, feedback & support to foster growth & success.Stay current with industry trends, best practices & emerging technologies to continually improve marketing strategies & tactics.Assist in content creation. Produce and revise marketing materials across various formats, such as articles, newsletters & presentation decks, ensuring all marketing content is on-brand, consistent in style, quality and tone of voice and optimized for different channels, including online social media, email and print.Contribute to internal communications by supporting the development of an internal communications strategy, defining key elements, communication channels, town hall topics & decks, announcements, CEO messages, engagement posts & newsletters.Take ownership of the Marketing Resources by maintaining, updating & sharing, ensuring all resources are current, accessible and effectively organized for easy use by the team.Support the organization in leading the training of the use of the marketing resources.REQUIREMENTSBachelor’s Degree or Diploma in Graphic Design, Marketing, Communications, or the Humanities with an appropriate portfolio to demonstrate skill and design style.Proven track record of at least 2 years in a marketing management role.Experience in the Insurance / Financial Services sector an asset.Working knowledge of WordPress and website content management (basic updates).Proficiency in digital marketing tools & platforms such as Google Analytics, social media management tools and marketing automation systems.A master of the full Adobe creative suite (emphasis on InDesign, Illustrator, Premiere).A master in the MS office suite of products (PowerPoint, Word, Excel) that also produces compelling and visually appealing presentations and proposals.Basic copywriting experience an asset (ads, short form).Bilingual (English and French) is an asset.Jones DesLauriers is actively committed to support 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. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs. #J-18808-Ljbffr
