Insurance Broker, Personal Lines

YouSet

Insurance broker role at YouSet, helping clients with home and auto insurance needs and providing exceptional customer service. Focused on client engagement and proactive follow-up for effective policy management.

Posted 7/16/2026full-timeRemote • 🇨🇦 CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in home and auto insurance sales, client relationship management, and effective communication in both French and English. Proven ability to meet performance targets and adapt to industry trends while providing tailored insurance solutions.

Highest-signal resume keywords

AMF LicenseInsurance Brokerage ExperienceCustomer Service ExperienceBilingual Communication SkillsProactive Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance SalesPolicy ProcessingClient Needs AssessmentRecord KeepingCRM Management

Soft Skills

Effective CommunicationProactive ApproachQuick LearningTeam CollaborationClient Retention Strategies

Certifications & Qualifications

AMF License

Industry Keywords

Home InsuranceAuto InsuranceClient SatisfactionInsurance TrendsBrokerage

Tech Stack

Tools & technologies

Chef

About the role

Key responsibilities & impact

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 provide a policy tailored to 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 and log follow-up activities in our CRM
Work closely with the customer service and sales teams
Participate in developing strategies to increase client retention and overall satisfaction
Stay up to date on product knowledge and industry trends
Progress to a senior role within our insurance team or a team lead position after 2 years

Requirements

What you’ll need

You hold a valid AMF license (Autorité des marchés financiers)
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 oral and written communication skills in French and English
Quick learner with an interest in technology

Benefits

Comp & perks

Competitive compensation with a 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)
Flexible start date (but sooner is better!)