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Associate Insurance Advisor Jobs in Whitby, ON (NOW HIRING)

Advise business units, executive leaders on commercial & legal risks * Deliver internal training on ... Understand insurance coverages, exclusions and limitations, as well as how they interact with and ...

Communicate with financial advisors and necessary third parties via phone, email, Message serv and ... insurance coverage, wellness programs, life and disability insurance, retirement savings plans ...

Advise on private equity, high-net-worth client, and insurance-related matters. * Build both transactional and standalone tax experience within a nationally integrated tax group. Qualifications

Posted today

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Associate Insurance Advisor information

What does an associate insurance advisor do?

An Associate Insurance Advisor helps clients understand and select insurance policies that best fit their needs, such as life, health, auto, or home insurance. They assess clients' financial situations, provide information on different insurance options, and assist with policy applications and claims. Additionally, they may help with policy renewals, answer client questions, and ensure compliance with insurance regulations. Their role is both advisory and sales-oriented, requiring strong communication and customer service skills.

How does an associate insurance advisor typically collaborate with senior advisors and other team members?

Associate Insurance Advisors often work closely with senior advisors, underwriters, and customer service representatives to deliver comprehensive solutions to clients. They assist in preparing policy proposals, conducting client research, and ensuring accurate documentation. Regular meetings and open communication with the team are essential, as associates frequently support senior advisors in client meetings and follow-ups, helping to foster a collaborative environment that ensures clients receive tailored coverage and excellent service.

What are the key skills and qualifications needed to thrive as an associate insurance advisor, and why are they important?

To thrive as an Associate Insurance Advisor, you need a solid understanding of insurance products, risk assessment, and typically a relevant license such as a provincial insurance license. Familiarity with customer relationship management (CRM) software, quoting tools, and underwriting systems is also important. Strong interpersonal skills, attention to detail, and effective communication help build trust and rapport with clients. These competencies are crucial for accurately addressing client needs, ensuring regulatory compliance, and driving business growth.

What is the difference between Associate Insurance Advisor vs Insurance Agent?

AspectAssociate Insurance AdvisorInsurance Agent
CredentialsTypically requires licensing and some industry certificationsRequires licensing; certifications vary by region
Work EnvironmentOften works in insurance firms, assisting clients and advisorsWorks independently or for agencies, selling policies directly
Employer & Industry UsageCommonly employed in insurance companies and brokeragesEmployed by agencies or independently selling policies
Search & Comparison IntentPeople compare to understand entry-level roles assisting advisorsPeople compare to understand direct sales roles and licensing

The main difference is that an Associate Insurance Advisor typically supports licensed advisors and may have a more client service-oriented role, while an Insurance Agent directly sells insurance policies to clients. Both roles require licensing, but their responsibilities and work environments differ, with the Associate Insurance Advisor often acting as a stepping stone within the industry.

What is the minimum qualification for becoming an associate insurance advisor?

To become an associate insurance advisor, candidates typically need a high school diploma or equivalent. Some employers may prefer or require relevant coursework or prior experience in insurance or sales, and obtaining industry certifications can enhance job prospects.

What cities near Whitby, ON are hiring for Associate Insurance Advisor jobs?

Cities near Whitby, ON with the most Associate Insurance Advisor job openings:

Associate General Counsel - Canada @ Aggreko

Toronto, ON • On-site

Other

Medical

Posted 14 days ago


Key responsibilities

  • Draft, review, and negotiate a wide range of commercial agreements with customers and vendors.

  • Advise business units and executive leaders on commercial and legal risks.

  • Engage and manage outside counsel, audit legal bills, analyze bankruptcy claims, and litigation defense.


Job description

Associate General Counsel – Canada

Aggreko

Toronto, ON (On-Site)

Bring your energy to Aggreko. You’ll provide strategic legal support across the North American operations while driving risk mitigation and commercial value. This role will work closely with the VP of Legal and business teams to ensure legal compliance, contract strength, and business alignment.

Power without pause. Heating, cooling and oil-free air without end. We keep our customers’ worlds on. From world-class events that last a few weeks to mining operations and remote communities who rely on us for decades.

What you’ll do as Associate General Counsel – Canada :
  • Draft, review, and negotiate a wide range of commercial agreements with customers and vendors
  • Collaborate with sector sales teams to establish clearly defined customer contract needs that are strategically aligned with and help to execute on territory sales plans
  • Draft white papers in collaboration with sales team when necessary to obtain corporate approval on legal and commercial risks
  • Advise business units, executive leaders on commercial & legal risks
  • Deliver internal training on commercial and risk management principles, ethics, anti-bribery.
  • Contribute to the development and implementation of risk management policies
  • Benchmark and report on commercial trends, contractual liability & exposure, cost recovery/avoidance mechanisms, and other risk management best practices
  • Understand insurance coverages, exclusions and limitations, as well as how they interact with and meet our contractual obligations.
  • Engage and manage outside counsel, audit legal bills, analyze bankruptcy claims, and litigation defense.
  • Partner with the HR department in addressing employment and other HR-related issues.
  • Work closely with insurer, TPA and broker in managing litigation and insurance claims.
  • Manage and preserve the company’s intellectual property
You Are
  • Juris Doctor (JD) from an accredited law school
  • A licensed member in good standing of the law society in the province or territory where the attorney will be practicing
  • A minimum of 3-5 years of experience in commercial transactional law, drafting and negotiating simple and complex contracts, preferably in an in-house legal department
  • Strong knowledge of contract law, UCC, creditors’ rights & bankruptcy, and regulatory compliance
  • Ability to manage multiple conflicting priorities in a fast-paced, cross-functional environment
  • Ability to handle a high-volume transactional workload
  • Ability to succinctly and professionally provide sound legal advice and commercial solutions in a timely manner to all levels of the business
  • Excellent communication, negotiation, and stakeholder management skills
Here’s What You’ll Get
  • Competitive compensation package
  • Annual bonus program tied to company and individual performance
  • No premium cost medical plan option available
  • Paid training programs
  • Safety-focused culture

Our people are can-do, positive, resilient and persistent.

Equal employment opportunity

We welcome people from different backgrounds and cultures, and respect people’s unique skills, attitudes and experiences. We encourage everyone to be themselves at work because we know that’s how we do our best, for each other, for our customers, for the communities where we work, and for our careers.

We are an equal opportunity employer. If you apply for a role at Aggreko, we will consider your application based on your qualifications and experience, and not on your race, colour, ethnicity, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

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