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Insurance Solutions Consultant (Canada)

We’re Quandri, our mission is to unlock the world’s insurance data so brokerages and agencies can best serve their clients. Our Renewal Intelligence Platform is designed to help brokerages save time, increase profitability, and drive better outcomes for their staff, clients, and business. 


We saw 3x ARR growth last year and have plans to continue to grow both revenue and our team this year. Named one of LinkedIn’s Top Canadian Startups in 2024, we have already made a big impact on the insurance industry. However, what matters most is making our customer’s lives better one renewal at a time. We want you to be a critical part of that journey! 


Running a profitable personal lines book of business is harder than ever for insurance brokerages. Market conditions, rising costs, talent shortages, and staffing constraints are just some of the challenges that hinder profit margins, scalability, and exceptional client service. Trusted by 5 of Canada’s top 10 brokerages, Quandri is transforming the renewal process with AI-driven automation, enabling proactive workflows and delivering data-driven insights.


Today’s renewal process is often reactive, with brokers  focusing on clients who request help rather than adopting a proactive, data-driven approach. Quandri is revolutionizing renewals by offering a platform that uses AI and automation to streamline operations. This allows brokerages to retain more business, enhance client and staff experiences, reduce E&O risk, and boost sales through upselling and cross-selling.


Looking to make an impact in your next role? How about transforming an entire industry? At Quandri, we’re unlocking new frontiers in insurance. To do that, we model our culture as a crew of interstellar astronauts. As Quandronauts, we’re committed to building a company that is diverse and multi-faceted. We’ve raised venture capital from top US and Canadian investors to help us achieve our mission, and are now scaling to achieve this.



About the Role


We're looking for an Insurance Solutions Consultant here at Quandri with a deep knowledge of the Canadian insurance landscape. Join us in transforming the insurance technology space with Quandri!


In this role, you will bridge the gap between our internal teams and our customers, fostering a deeper understanding of their needs and ensuring they derive maximum value from our products. You'll work closely with customers to guide them in utilizing our technology effectively, adapting their business processes as needed for optimal results.


Additionally, you’ll play a vital role in educating our teams about the insurance industry, representing Quandri at industry events, and driving innovation to enhance customer satisfaction. Be part of a team that’s shaping the future of insurance technology!


Key Accountabilities & Responsibilities:
  • Identify new features and/or products to be built, and defining the specific specifications of the scope of new features 
  • Help the team understand how customer’s businesses and processes function operationally and how they’re impacted by our products
  • Help maximize value for customers with the least amount of effort from our team
  • Ensure the product reflects a deep understanding of the wide range of Canadian insurance documents and terms in both personal lines 
  • Understand the key systems and data that are utilized in the insurance industry
  • Perform QA reviews on the outputs of our technology to ensure it is accurate, and reflects a deep and nuanced understanding of insurance details
  • Create documentation to help our internal teams and technology be able to improve and systematize testing
  • Help product and implementation teams understand what happens in a customer’s business when they need to implement our technology
  • Work with internal teams to improve our implementation process to make it more efficient for customers to reach activation
  • Work directly with customers to help them configure their workflows and processes to see the most value from our products
  • Build and share best practices with customers around Quandri’s technology
  • Helping other teams better understand how the insurance industry operates, how our customers businesses run and how our customers think
  • Attend industry conferences and events to evangelize Quandri, and learn about what’s happening in the industry to bring back into Quandri
  • Helping in different areas as needed in order to drive Quandri forward and help our customers


Qualifications:
  • 10+ years of experience in the insurance brokerage industry, with experience in both personal lines 
  • Operational experience understanding processes, workflows, and the technical systems that agents work in every day. 
  • Deep knowledge and understanding of insurance policies, and the different nuances and wordings, across personal lines
  • Demonstrated operational excellence in analytical thinking, process development, problem solving, communication, delegation and planning
  • Process mindset and a strong attention to detail
  • ​​Ability to be flexible and agile in responding to evolving business priorities and dealing with ambiguity
  • Experience working in a fast-paced, collaborative environment with peers
  • Highly-developed written/verbal communication skills
  • Customer-focused mindset where you always think of how you can help the customer
  • Builder mentality and not afraid to do the work on a consistent basis
  • Excellent analytical, organizational, and problem-solving skills
  • Dedication to learning


Compensation and Benefits
  • Competitive salary and stock option package commensurate with experience level
  • Comprehensive health benefits, including a $500 Lifestyle Spending Account
  • Four weeks of paid vacation per year
  • Work anywhere in the world for 60 calendar days of the year


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$80000K
$120000K

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What You Should Know About Insurance Solutions Consultant (Canada), Quandri

Are you ready to take the next step in your career as an Insurance Solutions Consultant with Quandri, Canada’s leading innovator in insurance technology? This remote opportunity invites you to join a dynamic team committed to revolutionizing the insurance industry. At Quandri, our mission is to unlock insurance data, enabling brokerages and agencies to serve their clients better. We’ve achieved remarkable growth, being named one of LinkedIn’s Top Canadian Startups in 2024, and we’re far from slowing down! Your deep knowledge of the Canadian insurance landscape will be invaluable as you bridge the gap between our internal teams and customers, ensuring they extract maximum value from our technology. In this role, you’ll guide clients in using our Renewal Intelligence Platform, optimizing their workflows while enhancing their client and staff experiences. You’ll explore new features needed in our products, attend industry events representing Quandri, and contribute to a culture that values innovation and teamwork. With over 10 years of experience in the insurance brokerage industry, you will be essential in educating our teams and improving our implementation process to benefit our customers. If you’re passionate about making an impact and eager to help brokerages thrive amidst the evolving insurance landscape, we want you on the team!

Frequently Asked Questions (FAQs) for Insurance Solutions Consultant (Canada) Role at Quandri
What does the Insurance Solutions Consultant role entail at Quandri?

The Insurance Solutions Consultant position at Quandri involves bridging the gap between customers and internal teams, ensuring that clients maximize the value derived from our Renewal Intelligence Platform. You'll guide clients in utilizing the technology efficiently and help them adapt their processes for optimal outcomes. Additionally, you'll be responsible for identifying new product features, performing QA reviews, and educating both customers and teams on the intricacies of the insurance landscape.

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What qualifications are needed for the Insurance Solutions Consultant position at Quandri?

To qualify for the Insurance Solutions Consultant role at Quandri, candidates should possess over 10 years of experience in the insurance brokerage industry, particularly in personal lines. A strong understanding of insurance policies, operational processes, and technical systems in the insurance sector is essential. Excellent communication skills and a customer-focused mindset are critical for success in this position.

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How can an Insurance Solutions Consultant impact customer satisfaction at Quandri?

An Insurance Solutions Consultant at Quandri enhances customer satisfaction by guiding clients in optimizing the use of our technology, developing tailored workflows, and ensuring seamless implementation. By providing insights and best practices, you'll help clients overcome challenges and foster long-term relationships, ultimately leading to improved client retention and profitability.

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What are the key responsibilities of the Insurance Solutions Consultant at Quandri?

Key responsibilities of the Insurance Solutions Consultant at Quandri include identifying new features for our products, maximizing customer value with minimal effort, performing QA on our technology outputs, and documenting processes for internal teams. You'll also participate in industry events, educate teams on insurance operations, and collaborate with other departments to enhance the customer experience.

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What sets Quandri apart in the insurance technology industry?

Quandri stands out in the insurance technology industry due to our innovative approach in using AI-driven automation to transform the renewal process. By focusing on proactive workflows and delivering data-driven insights, we empower brokerages to enhance client satisfaction and boost sales. Our commitment to building a diverse culture and achieving operational excellence makes us a top choice for both customers and employees.

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Common Interview Questions for Insurance Solutions Consultant (Canada)
What experience do you have in the insurance brokerage industry related to this Insurance Solutions Consultant role?

When answering this question, emphasize your 10+ years of experience, detailing specific roles, responsibilities, and achievements in the insurance brokerage sector. Highlight instances where you've successfully adapted processes or technology to meet client needs, showcasing your deep knowledge of personal lines.

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How would you approach understanding a customer's specific needs as an Insurance Solutions Consultant?

Share your strategy for actively listening to customers, asking insightful questions, and analyzing their current operations. Describe how you'd use your expertise in insurance policies and technology to identify areas for improvement and tailor solutions that address their unique challenges.

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Can you describe a time you overcame a significant challenge in your previous roles?

Outline a specific challenge related to customer satisfaction or operational efficiency, detailing the steps you took to address it, the outcome, and what you learned from the experience. This not only demonstrates your problem-solving skills but also your dedication to continuous improvement.

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What strategies do you use to stay updated on industry trends and developments?

Discuss your approach to continuous learning, including attending industry conferences, networking with peers, and following relevant publications and research. Mention how this knowledge informs your work and helps you provide valuable insights to customers.

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How do you prioritize your tasks when working with multiple clients?

Highlight your organizational skills and ability to assess the urgency and importance of tasks. Explain your methods for scheduling follow-ups, maintaining client communications, and ensuring that you deliver quality service to every client without feeling overwhelmed.

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What is your experience with AI technologies in the insurance space?

Share specific examples of projects where you integrated or utilized AI technology within insurance processes. Emphasize how this experience allows you to effectively explain technological advantages to clients and guide them in maximizing their usage of Quandri’s platform.

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How would you ensure that you provide maximum value to customers with minimal effort from your team?

Discuss your understanding of streamlining processes and creating efficient workflows. Elaborate on your ability to implement best practices and leverage technology to reduce effort while enhancing the customer experience.

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What role do you see customer feedback playing in product development?

Express your belief that customer feedback is invaluable for shaping product features and improvements. Share how you would actively collect, analyze, and communicate customer insights to drive innovation and create better solutions in your role at Quandri.

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How can you contribute to a team that values diversity and inclusivity?

Discuss your appreciation for diverse perspectives and experiences. Share how you foster inclusivity in teams by encouraging open dialogue, adapting your communication style to match different personalities, and valuing contributions from all team members.

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What motivates you to work in the insurance technology sector?

Share your passion for technology and its potential to improve traditional processes in the insurance industry. Explain how the opportunity to make a positive impact on clients' operations and the overall industry drives your motivation and energy in this role.

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Full-time, remote
DATE POSTED
January 10, 2025

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