Insurance

• Provide prompt, professional, and knowledgeable service to personal lines clients, carriers, and internal team members
• Prepare and process quotes, new business, renewals, endorsements, and policy changes
• Review underwriting information and documentation to ensure accuracy and completeness
• Conduct detailed risk assessments and recommend appropriate coverage solutions tailored to client needs
• Act as the primary liaison between clients and insurance carriers
• Identify and act on cross-sell and up-sell opportunities when appropriate
• Remarket personal lines policies to ensure competitive coverage and pricing
• Take and submit new claim reports and support clients through the claims process with timely follow-up
• Maintain proactive oversight of client accounts, resolving outstanding items efficiently
• Ensure accurate data entry in carrier portals and the broker management system (Applied EPIC)
• Stay current on carrier products, underwriting guidelines, and market changes
• Contribute to a positive, customer-first culture within the team

Insurance Broker – Personal Lines

• Help protect individuals' most valuable assets
• Provide outstanding client service through your positive, friendly manner
• Educate clients with excellent product knowledge in habitational, travel, and automobile insurance

Personal Insurance Advisor

• Lead and optimize personal insurance sales activities
• In collaboration with their immediate supervisor, propose and implement strategies to achieve the business plan.
• Mobilize, supervise and develop a team of personal property and casualty (P&C) insurance agents — business development
• Analyze performance indicators and recommend improvement strategies
• Implement initiatives that promote growth and the attainment of objectives
• Work cross-functionally to optimize the customer experience

Sales Coordinator – Personal Insurance

• Building relationships with clients
• Identifying client needs and delivering tailored insurance solutions
• Providing expert guidance to clients
• Supporting both new and existing clients
• Assessing individual insurance needs and obtaining quotes from insurers
• Proactively working prospect list and cross-selling policies
• Ensuring proper coverage based on client’s needs
• Documenting interactions in management and insurance company portals

Registered Insurance Broker – Sales

• Provide advanced client service, application coordination, and sales support to physician members and their families.
• Act as a key liaison between clients, Insurance Advisors, insurance carriers, and internal stakeholders.
• Meet with clients via Zoom to complete applications, explain recommendations and underwriting processes.
• Coordinate, monitor, and advance insurance applications from submission through policy placement.
• Proactively follow up with insurers, clients, and stakeholders to resolve issues, obtain outstanding documentation, and prevent delays.
• Support business development activities by promoting insurance services and engaging with physician members.

Senior Insurance Coordinator

• Develop a tactical business plan to achieve sales targets for life and health insurance products
• Build relationships with existing advisors and provide solutions to address Client needs
• Advanced/large case consultation with advisors help advisors develop the skills necessary to have sustained success in the business owner/high net worth markets
• Proactively promote Sun Life’s value proposition to advisors by delivering in person and virtual presentations, and attending firm events
• Provide superior service to advisors and firm
• Maintain a current understanding of local markets and competitive intelligence
• Ensure all business development activities are conducted within approved Sun Life policies, procedures and guidelines, and in compliance with all external regulations
• Collaborate with Assistant Vice President to execute strategy and tactics

Insurance Sales Director, Mandarin Speaking

• Answer calls from existing Prospr block of clients to fulfill their service needs
• Make outbound calls to clients who submitted service requests for policy level changes, beneficiary changes, and account reviews
• Make outbound calls to new and existing clients to identify new sales opportunities and offer financial planning services
• Manage the death claims process and fulfill outstanding death claims
• Support and triage clients entering the Prospr platform through chat function

Insurance and Wealth Associate

• Assist clients with their home and auto insurance needs
• Answer coverage questions, provide personalized advice, and process policy sales or modifications
• Proactively reach out to clients to ensure we continually offer the policy that best meets their needs at a competitive price
• Communicate effectively by phone, email, and SMS to build trust with clients
• Deliver exceptional customer service
• 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 to meet 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 into a senior position within our insurance team or into a team leader role after your first two years with us

Personal Lines Insurance Broker (Home & Auto)

• Émettre des polices d’assurance auprès de plusieurs assureurs pour les clients qui ont acheté en ligne
• Assurer l’exactitude et la conformité dans l’émission de toutes les polices
• Répondre aux demandes de clients potentiels
• Fournir des informations sur nos services pour réaliser une vente
• Identifier et contacter les clients potentiels ayant rempli une soumission sur notre site web
• Engager une conversation afin de réaliser une vente
• Communiquer efficacement par téléphone, courriel et SMS afin d’établir une relation de confiance et positive avec les clients potentiels
• Surveiller sa performance et atteindre ses objectifs quotidiens/hebdomadaires/mensuels
• Maintenir des notes précises des interactions avec les clients et des activités de suivi dans notre système CRM
• Travailler en étroite collaboration avec l’équipe des ventes pour atteindre les objectifs de l’équipe
• Participer à l’élaboration de stratégies pour stimuler nos ventes
• Se tenir à jour des connaissances sur les produits et des tendances du secteur
• Participer aux sessions de formation et aux activités de développement professionnel
• Évoluer vers un poste senior dans notre équipe d’assurance ou poste de chef d’équipe après vos 2 premières années chez nous.

Courtier en assurance de dommages des particuliers – ventes

• Act as a primary point of contact for the team and other business units
• Design new products and develop new coverages
• Contribute to the design of various commercial products
• Advise on integration into the operational system
• Participate in the work of various multidisciplinary committees
• Draft policy wording clauses and perform appropriate follow-up

Commercial Insurance Consultant

• Assurer un service à la clientèle de haut niveau auprès des différents organismes municipaux, expliquer les couvertures d’assurances et répondre aux différentes questions
• Agir à titre d’intermédiaire et assurer une communication régulière avec les membres et l’assureur
• Préparer et présenter des offres de service tant pour les membres existants que les futurs membres
• Présenter et expliquer le renouvellement aux responsables de groupes
• Maintenir à jour les dossiers des clients selon les normes établies
• Entretenir des relations constructives avec les différentes clientèles
• Analyser, comprendre et identifier les besoins de la clientèle et proposer des solutions appropriées
• Collaborer au développement des nouvelles affaires
• Soutenir les techniciennes dans le service aux membres.

Spécialiste en assurance collective – Mandat temporaire

• Serve members and clients, assess their needs, promote insurance products and help members and clients choose coverage
• Prepare quotes and issue insurance contracts
• Follow up on files, analyze renewals requiring special underwriting, and correct contracts as needed
• Respond to information requests and amend contracts to ensure client satisfaction and retention
• Develop business partnerships to generate referrals

P&C Insurance Agent

• Établir un contact personnalisé avec la clientèle et créer un climat de confiance favorisant la vente de contrats d’assurances automobile et habitation
• Respecter les politiques de souscription de l’entreprise
• Mettre votre talent à profit pour augmenter la rétention de notre précieuse clientèle
• Offrir un service conseil de qualité, axé sur les besoins réels des clients
• Collaborer avec vos collègues dans un environnement dynamique et motivant

Agent, assurance de dommages

• Working as part of a team to service, maintain, and help grow a personal lines book of business.
• Manage all aspects of the customer life cycle from quote to renewal, endorsements, remarket and cancellations.
• Conduct detailed reviews of risk and underwriting information to ensure accuracy and optimal insurance solutions for clients.
• Take new claim reports, help clients navigate through this process with empathy, and submit them to the insurance carrier.
• Diligent follow up on clients’ accounts to ensure outstanding activities are resolved.

• Prepare, analyze and send eligibility reports to the various insurers on a weekly basis.
• Coordinate, prepare, analyze and submit payroll declarations to the different insurers.
• Coordinate, prepare, analyze and submit various in-year audits with the different insurers.
• Coordinate with internal stakeholders, prepare and annually submit information required by the ACA (Obamacare) in the USA.
• Verify compliance of life insurance beneficiary forms for touring productions and follow up as needed.
• Coordinate with the advisors responsible for cases to open claims with insurers for both workplace accidents and personal disability files.
• Validate certain payroll files related to disabilities and workplace accidents.
• Coordinate COBRA payments for touring productions.
• Process payments for various invoices and reconcile departmental credit card statements.
• Manage the CNESST mailbox as well as the department’s email inbox (triage).
• Coordinate medical assessments (schedule appointments, complete and forward required documents to the medical expert and the employee).
• Train and guide internal stakeholders on all aspects of disability and insurance management.

Coordinator – Health Management and Insurance

• Advise member-policyholders and build trusting relationships by offering appropriate products and services
• Analyze current and future needs to provide suitable auto and home insurance coverage
• Deliver outstanding customer service and respond to inquiries

Personal Lines Insurance Trainee

• Aider les clients avec leurs besoins en matière d'assurance habitation et automobile
• Répondre aux questions de couverture, offrir des conseils personnalisés et effectuer des ventes ou modifications de police
• Contacter de manière proactive les clients pour s'assurer que nous offrons en permanence une police qui répond le mieux à leurs besoins
• Communiquer efficacement par téléphone, e-mail et SMS avec nos clients pour établir une relation de confiance
• Surveiller les performances personnelles et atteindre les objectifs quotidiens/hebdomadaires/mensuels
• Tenir des notes précises des interactions avec les clients et ajouter des activités de suivi dans notre système CRM
• Travailler en étroite collaboration avec l'équipe du service à la clientèle et des ventes pour atteindre les objectifs de l'équipe

Courtier en assurance de dommages, particuliers

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Personal Lines Insurance Broker – Customer Service

• Émission de polices: Émettre des polices d’assurance auprès de plusieurs assureurs pour les clients qui ont acheté en ligne.
• Assurer l’exactitude et la conformité dans l’émission de toutes les polices.
• Engagement client: Répondre aux demandes de clients potentiels. Fournir des informations sur nos services pour réaliser une vente.
• Suivi des soumissions en lignes: Identifier et contacter les clients potentiels ayant rempli une soumission sur notre site web.
• Engager une conversation afin de réaliser une vente.
• Communication: Communiquer efficacement par téléphone, courriel et SMS afin d’établir une relation de confiance et positive avec les clients potentiels.
• Solliciter l’intérêt pour nos produits d’assurance.
• Évaluation des performances: Surveiller sa performance et atteindre ses objectifs quotidiens/hebdomadaires/mensuels
• Notes de dossier: Maintenir des notes précises des interactions avec les clients et des activités de suivi dans notre système CRM
• Collaboration: Travailler en étroite collaboration avec l’équipe des ventes pour atteindre les objectifs de l’équipe. Participer à l’élaboration de stratégies pour stimuler nos ventes.
• Apprentissage continu: Se tenir à jour des connaissances sur les produits et des tendances du secteur. Participer aux sessions de formation et aux activités de développement professionnel.
• Développement de carrière: Évoluer vers un poste senior dans notre équipe d’assurance ou poste de chef d’équipe après vos 2 premières années chez nous.

Courtier en assurance de dommages, ventes

🌐
Worldwide
❌ Jobs You've Hidden
⭐️ Saved Jobs
✅ Applied Jobs
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Resources
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Tips for finding remote jobs
Interview questions and answers
Resume examples
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Post a job
Affiliates
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AI Apply Copilot
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Jobs by Country
Remote jobs anywhere in the world (Worldwide remote jobs)
Remote jobs United States
Remote jobs Australia
Remote jobs Brazil
Remote jobs Canada
Remote jobs France
Remote jobs Ireland
Remote jobs Germany
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Remote jobs Spain
Remote jobs UK
Popular Jobs
Remote data analyst jobs
Remote customer support jobs
Remote executive assistant jobs
Remote marketing jobs
Remote product designer jobs
Remote product manager jobs
Remote project manager jobs
Remote recruiter jobs
Remote sales jobs
Remote software engineer jobs
Jobs by Type
Remote full-time jobs
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Remote junior jobs (1-3 years of experience)
Digital nomad jobs
Remote jobs with no degree required
Freelance remote jobs
Temporary remote jobs
Remote jobs hiring now
Stay at home mom jobs

See all jobs on JobTailor

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