Support new clients by handling inbound calls about Health & Dental, Travel, and Life Insurance
Connect with customers who have already expressed interest through outbound calls
Assist clients through online chat and digital channels
Learn to understand client needs and recommend the right insurance solutions
Record client details and needs accurately using online systems
Work toward monthly, quarterly, and annual sales and quality goals
Build strong customer relationships and develop personal sales pipeline
Support marketing and sponsor campaigns
Share customer insights to help improve products and processes

Fully bilingual (French/English)
Strong communication skills (written and verbal)
Team-oriented attitude with a focus on customer experience
Motivation to meet sales targets
Comfort working in open office environments and from home
Natural ability to connect with people
Attention to detail in analyzing needs and offering solutions
Experience in telephone sales or a call-center environment is helpful (not required)
Familiarity with Salesforce or other CRM platforms considered an advantage.
Previous exposure to insurance, especially Accident & Sickness or Life Insurance considered an asset.

Bilingual Licensed Insurance Advisor

Key skills