Personal Lines Insurance Broker (Property & Casualty)
YouSet
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇨🇦 Canada
Visit company websiteJob Level
Mid-LevelSenior
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 continuously provide the policy that best meets their needs at a competitive price
- Communicate effectively with clients by phone, email, and SMS to build trust
- Deliver exceptional customer service
- Monitor personal performance and meet daily/weekly/monthly targets
- Keep accurate records of customer interactions and log follow-up activities in our CRM system
- Work closely with the customer service and sales teams to achieve team objectives
- Contribute to developing strategies to increase customer retention and overall satisfaction
- Stay up to date on product knowledge and industry trends
- Participate in training sessions and professional development activities
- Progress to a senior role within our insurance team or a team leader position after your first two years with us
Requirements
- You hold a valid AMF license (Quebec insurance regulator)
- At least 2 years of experience as a broker or agent
- At least 5 years of relevant customer service experience
- Proactive with strong problem-solving skills
- Strong written and verbal communication skills in both French and English
- Quick learner with an interest in technology
Benefits
- Competitive compensation with a monthly bonus
- Up to 5 weeks of vacation per year
- Fully remote option or downtown Montreal office
- International work travel 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
customer servicepolicy salespolicy changesrecord keepingCRM
Soft skills
problem-solvingcommunicationproactivetrust buildingteam collaboration
Certifications
AMF license