• 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.

• Client engagement: Assist clients with their home and auto insurance needs. • Client follow-up: Proactively contact clients to ensure we consistently provide the policy that best meets their needs at a competitive price. • Communication: Communicate effectively by phone, email, and text message with clients to build trust. • Deliver exceptional customer service. • Performance monitoring: Track personal performance and meet daily/weekly/monthly targets. • Documentation: Keep accurate records of client interactions and log follow-up activities in our CRM. • Collaboration: Work closely with the customer service and sales teams to achieve team objectives. • Continuous learning: Stay up to date on product knowledge and industry trends. • Career development: Progress to a senior insurance role or 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 modifications de police. • Contacter de manière proactive les clients concernant le renouvellement de leurs polices. • 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. • Participer à des séances de formation et à des activités de développement professionnel.

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!).