Personal Lines Insurance Broker – Customer Service

This is a fully remote position, open to applicants in Canada.

📋 Description

• Support clients with their home and auto insurance requirements.

• Address coverage inquiries, offer tailored advice, and handle policy modifications.

• Proactively reach out to clients regarding their policy renewals.

• Effectively communicate with clients through phone, email, and SMS.

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

• Keep precise records of client interactions and log follow-up actions in our CRM.

• Collaborate closely with the customer service team.

• Remain informed about product knowledge and industry developments.

• Advance to a senior position within our insurance team or a team lead role after your first two years with us.

⛳️ Requirements

• You possess a valid AMF license.

• At least 2 years of experience as a broker or agent.

• Minimum of 5 years of pertinent customer service experience.

• A proactive mindset.

• Strong problem-solving capabilities.

• Exceptional verbal and written communication skills in both French and English.

• Quick learner with an enthusiasm for technology.

🏝️ Benefits

• Competitive salary with a monthly bonus.

• Up to 5 weeks of vacation annually.

• Option for 100% remote work or a position in our downtown Montreal office.

• Opportunities for international travel of up to 90 days per year.

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

• Unlimited sick leave and mental health days.

• Paid parental leave (an additional 4 months).

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