Personal Lines Insurance Broker – Sales/Service

📋 Description

• Assess clients' requirements and suggest enhancements to their current coverage.

• Organize client appointments and follow-up interactions.

• Introduce new products and services to clients.

• Create quotes and advocate for personal insurance offerings.

• Engage with potential clients and cultivate relationships to drive sales.

• Address calls and other forms of communication promptly.

• Follow up on policies that are approaching renewal.

• Produce new quotes for previous year prospects.

• Interact with prospective clients effectively.

• Establish a trusting environment that encourages new sales opportunities.

• Contribute individually and collaboratively to ongoing business enhancements.

• Responsively address customer inquiries.

• Accurately process changes to accounts.

• Keep comprehensive client records maintained.

⛳️ Requirements

• AMF certification is required.

• Minimum of three years of experience, ideally in auto and personal property insurance.

• Exceptional communication abilities with a proven track record of effective interaction with stakeholders at all levels.

• Strong problem-solving capabilities and the ability to address client concerns in a friendly and constructive manner.

• Excellent time-management skills and a high degree of organization to prioritize tasks effectively.

• Intermediate knowledge of Microsoft Office is necessary.

• Preference will be given to candidates with experience in Epic, Salesforce, and corporate portals.

• Bilingual fluency in French and English, both written and spoken, is essential, as this role involves regular communication with English-speaking policyholders in Quebec.

• Certification from another province is considered a plus.

🏝️ Benefits

• Competitive salary and bonus structure that truly acknowledges your dedication.

• Comprehensive group benefits with 100% premium coverage (excluding long-term disability), starting from day one.

• Defined benefit pension plan ensuring a safe and stable retirement.

• Full coverage of approved continuing education and licensing fees (including RIBO courses in Ontario).

• Access to an extensive array of learning resources, including LinkedIn Learning for your professional growth.

• Flexible working arrangements, including remote or hybrid options.

• Advancement opportunities to help you reach your full potential.