YouSet

• 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 afin de nous assurer que nous offrons en permanence une police qui répond le mieux à leurs besoins et à un prix compétitif • 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 • Participer à l'élaboration de stratégies pour accroître la fidélisation des clients et la satisfaction globale • Rester à jour sur la connaissance des produits et les tendances du secteur • Participer à des séances de formation et à des 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

• Assist clients with their home and auto insurance needs. • Answer coverage questions, provide personalized advice, and process new policies or policy changes. • Proactively contact clients to ensure we continuously provide the policy that best meets their needs at a competitive price. • Communicate effectively by phone, email and SMS to build trusted relationships with our clients. • Deliver exceptional customer service. • Monitor personal performance and meet daily/weekly/monthly targets. • Keep accurate notes of client interactions and add follow-up activities in our CRM. • Work closely with the customer service and sales teams to achieve team objectives. • Participate in developing strategies to increase client retention and overall satisfaction. • Stay up to date on product knowledge and industry trends. • Take part in training sessions and professional development activities. • Progress into a senior role within our insurance team or a team lead position after your first two years with us.

• 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 une police qui répond le mieux à leurs besoins • Communiquer efficacement par téléphone, e-mail et SMS avec nos clients • 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 • Rester à jour sur la connaissance des produits et les tendances du secteur • Évoluer vers un poste senior dans notre équipe d'assurance ou poste de chef d’équipe après vos 2 premières années chez nous

Role Description Are you a RIBO and/or AMF licensed Insurance Broker or Agent? Come build the future of insurance with us. What will you be responsible for? - Client Engagement: Assist clients with their home and auto insurance needs. Answer coverage questions and offer personalized advice. Set up new policies or complete policy modifications. - Client Follow-Up: Proactively reach out to clients to ensure we are continuously offering a policy that best suits their needs at a competitive price. - Communication: Communicate effectively via phone, email, and SMS with clients to build trust. Deliver outstanding customer service. - Performance Review: Monitor personal performance and meet daily/weekly/monthly targets. - Documentation: Maintain accurate records of client interactions and add follow-up activities in our CRM system. - Collaboration: Work closely with the customer service and sales team to achieve team objectives. Participate in developing strategies to boost sales, client retention and overall satisfaction. - Continuous Learning: Stay updated on product knowledge and industry trends. Participate in training sessions and professional development activities. - Career Growth: Move towards a senior position in our insurance team or a team lead role after your first 2 years with us. Qualifications - You have a valid RIBO and/or AMF certification. - You have at least 2 years of experience as an insurance broker or agent. - You have at least 5 years of relevant experience in customer service or sales. - You're proactive and have strong problem-solving skills. - You have strong oral and written communication skills in French and English. - You're a quick learner with an interest in technology. Requirements - This opportunity is for a full-time position in a high-growth company, with increasing responsibilities. Benefits - Competitive compensation with monthly bonus. - Up to 5 weeks of vacation per year. - 100% remote work or downtown Montreal office space. - Work internationally for up to 90 days per year. - Top-tier health benefits (health, dental, vision, etc.) & life insurance. - Unlimited sick and mental health days. - Paid parental leave (4 months top up). - Flexible start date (but the sooner the better!).

• Policy issuance: Issue insurance policies with multiple insurers for clients who purchased online • Ensure accuracy and compliance in the issuance of all policies • Client outreach: Respond to inquiries from prospective clients • Provide information about our services to close sales • Follow-up on online quotes: Identify and contact prospects who completed a quote on our website • Initiate conversations to convert prospects into customers • Communication: Communicate effectively by phone, email, and SMS to build a positive, trust-based relationship with prospects • Solicit interest in our insurance products • Performance tracking: Monitor your performance and meet daily/weekly/monthly targets • File notes: Maintain accurate records of client interactions and follow-up activities in our CRM • Collaboration: Work closely with the sales team to achieve team goals • Contribute to developing strategies to boost sales • Continuous learning: Stay up to date on product knowledge and industry trends • Participate in training sessions and professional development activities • Career development: Progress to a senior role within our insurance team or a team lead position after your first two years with us

Role Description Avez-vous un permis en assurance valide de l'AMF? Vennez bâtir le futur de l'assurance avec nous. Quelles seront vos responsabilités? - Engagement client: 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 modifications de police. - Suivi auprès des clients: Contacter de manière proactive les clients concernant le renouvellement de leurs polices afin de nous assurer que nous offrons en permanence une police qui répond le mieux à leurs besoins et à un prix compétitif. - Communication: Communiquer efficacement par téléphone, e-mail et SMS avec nos clients pour établir une relation de confiance. Offrir un service client exceptionnel. - Évaluation des performances: Surveiller les performances personnelles et atteindre les objectifs quotidiens/hebdomadaires/mensuels. - Documentation: Tenir des notes précises des interactions avec les clients et ajouter des activités de suivi dans notre système CRM. - Collaboration: Travailler en étroite collaboration avec l'équipe du service à la clientèle pour atteindre les objectifs de l'équipe. Participer à l'élaboration de stratégies pour accroître la fidélisation des clients et la satisfaction globale. - Formation continue: Rester à jour sur la connaissance des produits et les tendances du secteur. Participer à des séances de formation et à des 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. Qualifications - Vous avez un permis valide de l'AMF - Vous avez au moins 2 ans d'expérience en tant que courtier ou agent - Vous avez au moins 5 ans d'expérience pertinente en service à la clientèle - Vous êtes proactif et avez de fortes compétences en résolution de problème - Vous avez de solides compétences de communication orale et écrite en français et anglais - Vous apprenez rapidement et avez un intérêt pour les technologies Benefits - Rémunération compétitive avec bonus mensuel - Jusqu'à 5 semaines de vacances par année - 100% télétravail ou bureau au centre-ville de Montréal - Travail à l'international jusqu'à 90 jours par année - Assurance collective (santé, dentaire, vision, etc.) et assurance vie - Journées de maladie et de santé mentale illimitée - Congés parentaux payés (4 mois complémentaires) - Date de début flexible (mais le plus tôt le mieux!)

• Assist clients with their home and auto insurance needs • Answer coverage questions, provide tailored advice, and process policy sales or changes • Proactively contact clients to ensure we provide the best coverage • 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 add 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 role within our insurance team or a team lead position after 2 years

Role Description Are you a driven Sales Specialist? Are you looking for a rewarding opportunity in a fast-growing company? YouSet is revolutionizing the insurance industry by combining technology, data and human expertise. We're on a mission to build the most user-friendly and highly rated insurance platform in Canada. In less than 4 minutes, our powerful technology screens the market to help you save 29% on average on your home and car insurance and get you covered instantly, online. To date, we've helped over 250,000 users shop for their insurance with an average of 4.9 stars in online reviews. What will you be responsible for? - Client Engagement: Respond to inquiries from potential clients. Provide information about our services to achieve a sale. - Lead Follow-Up: Proactively reach out to potential clients who completed online quotes to gauge their interest. Provide further assistance to achieve a sale. - Communication: Communicate effectively via phone, email, and SMS with potential clients in French and English on a daily basis. Since we serve customers across Canada, bilingualism is essential. - Performance Review: Monitor personal performance and meet daily/weekly/monthly targets. - Documentation: Maintain accurate records of client interactions and add follow-up activities in our CRM system. - Collaboration: Work closely with the sales team to achieve team objectives. Participate in developing strategies to boost client engagement & sales. - Career Growth: Successfully write your broker exams (AMF and RIBO) after your first year with us. Qualifications - You have at least 5 years of relevant experience in sales - You're proactive and work hard to exceed your sales goals - You have strong oral and written communication skills in French and English - You're a quick learner with an interest in technology Benefits - Competitive compensation with monthly bonus - Up to 5 weeks of vacation per year - Top-tier health benefits (health, dental, vision, etc.) & life insurance - 100% remote work or downtown Montreal office space - Flexible start date (but the sooner the better!) Company Description YouSet is revolutionizing the insurance industry by combining technology, data and human expertise. We're on a mission to build the most user-friendly and highly rated insurance platform in Canada.

Role Description Are you a RIBO and/or AMF licensed Insurance Broker or Agent? Come build the future of insurance with us. What will you be responsible for? - Client Engagement: Assist clients with their home and auto insurance needs. Answer coverage questions and offer personalized advice. Set up new policies or complete policy modifications. - Client Follow-Up: Proactively reach out to clients to ensure we are continuously offering a policy that best suits their needs at a competitive price. - Communication: Communicate effectively via phone, email, and SMS with clients to build trust. Deliver outstanding customer service. - Performance Review: Monitor personal performance and meet daily/weekly/monthly targets. - Documentation: Maintain accurate records of client interactions and add follow-up activities in our CRM system. - Collaboration: Work closely with the customer service and sales team to achieve team objectives. Participate in developing strategies to boost sales, client retention and overall satisfaction. - Continuous Learning: Stay updated on product knowledge and industry trends. Participate in training sessions and professional development activities. - Career Growth: Move towards a senior position in our insurance team or a team lead role after your first 2 years with us. Qualifications - You have a valid RIBO and/or AMF certification. - You have at least 2 years of experience as an insurance broker or agent. - You have at least 5 years of relevant experience in customer service or sales. - You're proactive and have strong problem-solving skills. - You have strong oral and written communication skills in French and English. - You're a quick learner with an interest in technology. Requirements - This opportunity is for a full-time position in a high-growth company, with increasing responsibilities. Benefits - Competitive compensation with monthly bonus. - Up to 5 weeks of vacation per year. - 100% remote work or downtown Montreal office space. - Work internationally for up to 90 days per year. - Top-tier health benefits (health, dental, vision, etc.) & life insurance. - Unlimited sick and mental health days. - Paid parental leave (4 months top up). - Flexible start date (but the sooner the better!).

• 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.