YouSet

Personal Home and Auto Insurance Broker

YouSet

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇨🇦 Canada

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Job Level

JuniorMid-Level

Tech Stack

Chef

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
Benefits
  • 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
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