Forward Deployed Broker
Required skills
- Brokerage
- Personal Lines
- Commercial Lines
- Broker License
- RIBO
- Carriers
- Broker Management Systems
- AI agents
- Quoting
- Follow-ups
Nice to have
- Applied Epic
- Training
- Implementation
- Operations role
Role summary
General Magic is building AI agents to streamline insurance brokerage operations, handling tasks like quoting, follow-ups, and claims intake. They are seeking a Forward Deployed Broker to join their onsite team in Toronto. This role involves leading customer onboarding, training brokers on AI tools, mapping workflows, and translating broker feedback into product requirements for the engineering team. The ideal candidate has hands-on brokerage experience, an active broker license, and working knowledge of carrier and broker management systems. Curiosity about AI and comfort in a startup environment are also important.
Who we are
For decades, insurance software has been built around rigid forms, portals and call centers that create friction for customers and drag for teams. Even as AI has advanced, most insurance work is still manual, slow and spread across disconnected systems.
General Magic builds AI agents that handle quoting, follow-ups, document collection, verification, claims intake and broker communication, connected directly to carrier, MGA and broker systems. Some of Canada's largest brokerages use our products today. We've raised $7.2M USD from Radical Ventures, a16z and several AI luminaries. We work onsite in Toronto five days a week.
The role
As a Forward Deployed Broker, you're the insurance expert on our customer team. You'll work side by side with brokerages as they roll out General Magic, making sure our agents fit how brokers actually work, and you'll bring what you learn back to our product and engineering teams.
In this role, you will
Lead onboarding and rollout of our products at brokerage customers Train brokers and account managers, and help them build new habits around AI Map real brokerage workflows like quoting, renewals, endorsements and claims, and spot where AI helps most Review agent outputs for accuracy against carrier rules, wordings and appetite Turn broker feedback into clear product requirements with our engineers For this role, you should have Hands-on experience working in a brokerage, personal or commercial lines An active or recent broker licence (for example RIBO in Ontario) Working knowledge of carriers, broker management systems and day-to-day brokerage operations Clear, confident communication with brokers, principals and technical teams Curiosity about AI and comfort working in a fast-moving startup
Nice to have
- Experience with Applied Epic or other broker management systems
- Experience in a training, implementation or operations role
