YouSet

Personal Property & Casualty Insurance Broker – Sales

YouSet

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇨🇦 Canada

Visit company website
AI Apply
Apply

Job Level

SeniorLead

Tech Stack

Chef

About the role

  • Policy issuance: Issue insurance policies with multiple insurers for clients who purchased online
  • Client engagement: Respond to inquiries from prospective clients
  • Follow-up on online quotes: Identify and contact prospective clients who completed a quote on our website
  • Communication: Communicate effectively by phone, email, and SMS
  • Performance tracking: Monitor your performance and meet daily/weekly/monthly targets
  • File notes: Maintain accurate notes of client interactions and follow-up activities in our CRM system
  • Collaboration: Work closely with the sales team
  • Continuous learning: Stay up to date on product knowledge and industry trends
  • Career development: Progress to a senior role within our insurance team or a team lead position after your first two years with us

Requirements

  • You hold a valid AMF license (Autorité des marchés financiers)
  • At least 2 years of experience as a broker or agent
  • At least 5 years of relevant sales experience
  • Proactive with strong problem-solving skills
  • Strong oral and written communication skills in French and English
  • Quick learner with an interest in technology
Benefits
  • Competitive compensation with monthly bonus
  • Up to 5 weeks of vacation per year
  • 100% remote work 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.

Hard skills
insurance policy issuanceclient engagementperformance trackingCRM systemsales experienceproblem-solvingbilingual communication
Soft skills
proactivestrong communicationquick learnercollaboration
Certifications
AMF license
YouSet

Personal Home and Auto Insurance Broker

YouSet
Junior · Midfull-time🇨🇦 Canada
Posted: 1 day agoSource: youset.breezy.hr
Chef
Maple Bay Financial Corporation

Life Insurance Advisor, New/Unlicensed Applicants Welcome

Maple Bay Financial Corporation
Mid · Seniorfull-time$60k–$160k / year🇨🇦 Canada
Posted: 1 day agoSource: shelterbay.zohorecruit.com
Desjardins

P&C Insurance Agent

Desjardins
Junior · Midfull-time🇨🇦 Canada
Posted: 1 day agoSource: desjardins.wd10.myworkdayjobs.com
PolicyMe

Licensed Life Insurance Advisor

PolicyMe
Juniorfull-time$80k–$90k / year🇨🇦 Canada
Posted: 3 days agoSource: jobs.lever.co