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
- Communicate effectively via phone, email, and SMS with clients to build trust
- Monitor personal performance and meet daily/weekly/monthly targets
- Maintain accurate records of client interactions in our CRM system
- Work closely with the customer service and sales team to achieve team objectives
- Stay updated on product knowledge and industry trends
- Move towards a senior position in our insurance team or a team lead role after your first 2 years
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
- 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!)