Personal Lines Insurance Broker – Sales

Role Overview

• Issue insurance policies with multiple insurers for clients who purchased online.
• Ensure accuracy and regulatory compliance in the issuance of all policies.
• Respond to inquiries from prospective clients.
• Provide information about our services to facilitate sales.
• Identify and contact prospective clients who completed a quote on our website.
• Engage prospects in conversation to close sales.
• Communicate effectively by phone, email, and SMS to build a positive, trust-based relationship with prospects.
• Monitor performance and meet daily/weekly/monthly targets.
• Maintain accurate records of client interactions and follow-up activities in our CRM.
• Work closely with the sales team to achieve team objectives.
• Stay up to date on product knowledge and industry trends.
• Participate in training sessions and professional development activities.
• Progress to a senior role within our insurance team or a team lead position after your first two years with us.

Requirements

• You hold a valid AMF license.
• At least 2 years of experience as a broker or agent.
• At least 5 years of relevant sales experience.
• Proactive with strong problem-solving skills.
• Strong oral and written communication skills in French and English.
• Quick learner with an interest in technology.

Tech Stack

• Chef

Benefits

• Competitive compensation with monthly bonuses.
• Up to 5 weeks of vacation per year.
• 100% remote work or office in downtown Montreal.
• International work for up to 90 days per year.
• Group benefits (health, dental, vision, etc.) and life insurance.
• Unlimited sick and mental health days.
• Paid parental leave (additional 4 months).