Key skills
CRMCommunicationRemote WorkSales
About this role
Role Overview
- Assist clients with their home and auto insurance needs.
- Answer coverage questions and offer personalized advice.
- Set up new policies or complete policy modifications.
- Proactively reach out to clients to ensure we are continuously offering a policy that best suits their needs at a competitive price.
- Communicate effectively via phone, email, and SMS with clients to build trust.
- Deliver outstanding customer service.
- Monitor personal performance and meet daily/weekly/monthly targets.
- Maintain accurate records of client interactions and add follow-up activities in our CRM system.
- Work closely with the customer service and sales team to achieve team objectives.
- Participate in developing strategies to boost sales, client retention and overall satisfaction.
- Stay updated on product knowledge and industry trends.
- Participate in training sessions and professional development activities.
- Move towards a senior position in our insurance team or a team lead role after your first 2 years with us.
Requirements
- You have a valid RIBO and/or AMF certification
- You have at least 2 years of experience as an insurance broker or agent
- You have at least 5 years of relevant experience in customer service or sales
- You’re proactive and have strong problem-solving skills
- You have strong oral and written communication skills in French and English
- You’re a quick learner with an interest in technology
Benefits
- Competitive compensation with monthly bonus
- Up to 5 weeks of vacation per year
- 100% remote work or downtown Montreal office space
- Work internationally for up to 90 days per year
- Top-tier health benefits (health, dental, vision, etc.) & life insurance
- Unlimited sick and mental health days
- Paid parental leave (4 months top up)
- Flexible start date (but the sooner the better!)