About the role
- Assist clients with their home and auto insurance needs
- Answer coverage questions, provide personalized advice, and process policy sales or changes
- Proactively contact clients to ensure we continually provide a policy that suits their needs
- Communicate effectively with clients by phone, email, and SMS to build trust
- Monitor personal performance and meet daily/weekly/monthly targets
- Keep accurate records of client interactions and log follow-up activities in our CRM
- Work closely with the customer service and sales teams
- Stay up to date on product knowledge and industry trends
- Progress to a senior or team lead role after two years with us
Requirements
- You hold a valid AMF license
- At least 2 years of experience as a broker or agent
- At least 5 years of relevant customer service experience
- You are proactive with strong problem-solving skills
- Strong oral and written communication skills in both French and English
- Fast learner with an interest in technology
- Competitive compensation with a monthly bonus
- Up to 5 weeks of vacation per year
- 100% remote work or an office in downtown Montreal
- International work allowance 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 salespolicy changesclient interactionCRM managementcustomer service
Soft skills
problem-solvingcommunicationproactivetrust buildingfast learner
Certifications
AMF license