About the role
- Assist clients with their home and auto insurance needs
- Answer coverage questions, provide personalized advice, and process policy sales or amendments
- Proactively contact clients to ensure we continually offer the policy that best meets their needs
- Communicate effectively with clients by phone, email and SMS
- Monitor personal performance and meet daily/weekly/monthly targets
- Keep accurate records of client interactions
- Work closely with the customer service and sales teams
Requirements
- You hold a valid AMF (Autorité des marchés financiers) license
- At least 2 years’ experience as a broker or agent
- At least 5 years of relevant customer service experience
- Proactive with strong problem-solving skills
- Strong verbal and written communication skills in both French and English
- Quick learner with an interest in technology
- Competitive compensation with monthly bonuses
- Up to 5 weeks of vacation per year
- Fully remote option or office in downtown Montreal
- International work up to 90 days per year
- Group benefits (health, dental, vision, etc.) and life insurance
- Unlimited sick and mental health days
- Paid parental leave (additional 4 months)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
problem-solvingverbal communicationwritten communicationproactivecustomer service
Certifications
AMF license