Personal Lines Insurance Broker

📋 Description

• Support clients in fulfilling their home and auto insurance requirements

• Address coverage inquiries and provide tailored recommendations

• Establish new policies or execute policy adjustments

• Proactively engage with clients to guarantee we are consistently offering the most suitable policy for their needs

• Effectively communicate through phone, email, and SMS with clients to foster trust

• Track personal performance and achieve daily, weekly, and monthly goals

• Keep precise records of client interactions within our CRM system

• Collaborate closely with the customer service and sales teams to meet collective objectives

• Remain informed about product knowledge and industry developments

• Progress towards a senior role within our insurance team or a team lead position after your initial 2 years

⛳️ Requirements

• You possess a valid RIBO and/or AMF certification

• You have a minimum of 2 years of experience as an insurance broker or agent

• You bring at least 5 years of relevant experience in customer service or sales

• You are proactive and exhibit strong problem-solving abilities

• You have excellent oral and written communication skills in both French and English

• You are a fast learner with a keen interest in technology

🏝️ Benefits

• Competitive salary with a monthly bonus

• Up to 5 weeks of vacation annually

• 100% remote work options or a downtown Montreal office space

• Comprehensive health benefits (including health, dental, vision, etc.) and life insurance

• Unlimited sick and mental health days

• Paid parental leave (4 months top-up)

• Flexible start date (the sooner, the better!)