Remotery

Property & Casualty Insurance Broker

atYouSetCA flagCanadaFull-timeInsuranceMid-levelSenior

Posted May 10

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

📋 Description

• Client engagement: Support clients with their home and auto insurance requirements.

• Client follow-up: Take the initiative to reach out to clients, ensuring we continuously offer the policy that aligns best with their needs at a competitive rate.

• Communication: Effectively interact with clients through phone, email, and text message to foster trust.

• Provide outstanding customer service.

• Performance monitoring: Monitor individual performance and achieve daily, weekly, and monthly goals.

• Documentation: Maintain precise records of client interactions and log follow-up actions in our CRM system.

• Collaboration: Collaborate closely with the customer service and sales teams to meet team goals.

• Continuous learning: Remain informed about product knowledge and industry developments.

• Career development: Advance to a senior insurance position or team lead role after your first two years with us.


⛳️ Requirements

• You possess a valid AMF license (Autorité des marchés financiers).

• Minimum of 2 years of experience as a broker or agent.

• At least 5 years of pertinent customer service experience.

• Proactive with excellent problem-solving abilities.

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

• Quick learner with a keen interest in technology.


🏝️ Benefits

• Competitive salary with a monthly bonus.

• Up to 5 weeks of vacation annually.

• 100% remote work option or office located in downtown Montreal.

• Opportunity for international work travel up to 90 days each year.

• Group benefits including health, dental, vision, etc., along with life insurance.

• Unlimited sick days and mental health days.

• Paid parental leave for an additional 4 months.

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