Designated Representative

Established in 2021, Independence Pet Holdings is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.

We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands. 

Job Summary:

PTZ Insurance Services Ltd is seeking a Designated Representative who will report to the Senior Director, Call Center Operations. The Designated Representative is responsible overseeing our Canadian regulatory compliance and licensing requirements. This role is essential to ensuring our company operates with integrity, meets all provincial regulatory obligations, and maintains the highest standards in the pet insurance industry.

This position is best suited for an experienced insurance professional who is credentialed to act as a Designated Representative across multiple provinces and territories, with a proactive approach to compliance, risk management, and supporting commercial operations.

Job Location: Remote – Canada
  

Main Responsibilities:  

• Serve as our primary regulatory contact in Canada, ensuring compliance with applicable insurance laws, regulations, and industry standards
• Maintain all required provincial and agency licenses; prepare and file applications, renewals, and amendments as necessary
• Supervise licensing and ensure adherence to all licensing requirements
• Collaborate with Sales, Marketing, and Account Management teams to support new and ongoing sales initiatives, contributing to growth objectives while maintaining regulatory compliance
• Proactively address compliance concerns
• Develop and implement compliance programs, including training, communication, and monitoring activities
• Monitor and report any ethical or compliance risks, or operational issues, and help develop and enforce relevant policies and procedures
• Participate in monthly compliance discussions with internal department leads to advise on regulatory updates, upcoming filings, and audits to proactively address risks.
• Assist with internal and external compliance audits
• Work with other departments, such as legal and business operations, to ensure compliance across the organization
• Perform other duties as assigned

Basic Qualifications:  

• Level 3 General Insurance Agent license (Managing General Agent qualification)
  • CIP or CRM
• At least 5 years relevant experience in a similar role
• P&C (Property and Casualty) Insurance Licensed
• Must be eligible to act as a DR (Level 3) under applicable provincial/ territorial regulations (subject to change)
• Licensing and Designation Requirements by Province:
  • Ontario
    • OTL
  • BC
    • (Level 3) Nominee
  • AB
    • General Level 3- Designated Representative
  • SK
    • Designated Representative
  • MB
    • General Level 3 Operating Agent
  • NFLD
    • Designated Representative
  • PEI
    • Designated Representative
  • NS
    • Agent in Charge
  • NB
    • Designated Representative (Level 3)
  • YK
    • Designated Representative

• A deep understanding of Canadian insurance regulations and compliance best practices
• Strong leadership and organizational skills, with the ability to keep teams aligned and informed
• A proactive approach to risk management, regulatory affairs, and operational oversight
• Passion for the pet industry and a commitment to ensuring our company operates with integrity and excellence

Expected Hours of Work:

• This is a full-time position: Days and hours to be determined by needs of business.  Hours to be determined between employee and director

#li-Remote

All of our jobs come with great benefits including healthcare, parental leave and opportunities for career advancements. Some offerings are dependent upon the location of where you work and can include the following:

• Comprehensive full medical, dental and vision Insurance
• Basic Life Insurance at no cost to the employee
• Company paid short-term and long-term disability
• 12 weeks of 100% paid Parental Leave
• Health Savings Account (HSA)
• Flexible Spending Accounts (FSA)
• Retirement savings plan
• Personal Paid Time Off
• Paid holidays and company-wide Wellness Day off
• Paid time off to volunteer at nonprofit organizations
• Pet friendly office environment
• Commuter Benefits
• Group Pet Insurance
• On the job training and skills development
• Employee Assistance Program (EAP)