Personal Lines Insurance Broker

Role Overview

• Client Engagement: Assist clients with their home and auto insurance needs. Answer coverage questions and offer personalized advice. Set up new policies or complete policy modifications.
• Client Follow-Up: Proactively reach out to clients to ensure we are continuously offering a policy that best suits their needs at a competitive price.
• Communication: Communicate effectively via phone, email, and SMS with clients to build trust. Deliver outstanding customer service.
• Performance Review: Monitor personal performance and meet daily/weekly/monthly targets.
• Documentation: Maintain accurate records of client interactions and add follow-up activities in our CRM system.
• Collaboration: 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.
• Continuous Learning: Stay updated on product knowledge and industry trends. Participate in training sessions and professional development activities.
• Career Growth: 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!)