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The smart way to buy home and car insurance.
Personal Lines Insurance Broker
Location
Canada
Posted
11 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
Personal Lines Insurance Broker
YouSet
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!).
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• 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!)
Personal Lines Property and Casualty Insurance Broker
YouSetThe smart way to buy home and car insurance.
• 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
Sales Director - Insurance - Software Sales
QuantexaQuantexa operates a platform that uses a new approach to data that gives organizations the ability to connect data sets to provide a single view. The platform g
Title: Sales Director - Insurance (Software Sales) - North America Location New York Employment Type Full time Location Type Hybrid Department Sales Compensation - $167K – $200K • Offers Commission • Long Term Incentive Plan What we’re all about. Do you ever have the urge to do things better than the last time? We do. And it’s this urge that drives us every day. Our environment of discovery and innovation means we’re able to create deep and valuable relationships with our clients to create real change for them and their industries. It’s what got us here – and it’s what will make our future. At Quantexa, you’ll experience autonomy and support in equal measures allowing you to form a career that matches your ambitions. 41% of our colleagues come from an ethnic or religious minority background. We speak over 20 languages across our 50+ nationalities, creating a sense of belonging for all. We're heading in one direction, the future. We’d love you to join us. The opportunity. Quantexa is seeking a highly motivated professional to join our United States sales team and continue to improve outcomes for our clients in a transformational way. As a Sales Director, you will be responsible for contributing to and executing the sales go-to-market strategy within your defined territory and accounts, identifying new opportunities, building pipeline, winning new deals, and meeting company targets. You will have the opportunity to work with some of the largest and most significant Insurance Companies in the world, solving complex business problems through Quantexa’s unique and unrivalled capabilities. You will work with some of the smartest, nicest and most ambitious people you have ever met. We are flexible in regard to where you are based. However ideally, we are looking for someone who can regularly access clients in New York, Boston and other East Coast locations, so this role would be better suited to someone located on the east side of the country. What you’ll be doing. - Investigate, understand, map and penetrate your target clients and prospects, building a comprehensive understanding of each organization as well as all the key internal and external stakeholders. - In collaboration with leaders from sales and the business units, create a specific strategy for your named accounts. - Identify how Quantexa’s solutions map to the client’s needs and create compelling ROI narratives. - Lead the sales process from lead to sales closing and beyond. Expand current client spend across business units and Quantexa use cases. - Become a trusted advisor at the C level and below, leveraging your own growing expertise as well as the deep well of knowledge within Quantexa. What you’ll bring. - An absolute determination to win the business with integrity, fortitude, and an “unstoppable” attitude. - Your intellectual curiosity on how to genuinely improve your client’s organization, revenues, client experiences and outcomes. - An understanding of how Insurance firms and other members of the Insurance ecosystem work, budget, prioritize, and purchase. - Experience and consistent success in enterprise level platform software systems sales; as well as associated infrastructure, including installed software, SaaS, robotics, machine learning, and AI. - The ability to develop and maintain strategic account plans that direct the efforts of large virtual teams of internal and external stakeholders to penetrate and grown Quantexa’s footprint within the Fortune 100 Insurers. - Both creativity and coachability, as well as the ability to thrive in a collaborative, team environment. - The ability to represent the best of Quantexa to clients and prospects from end users to CEOs. - What makes you Q will help you to realize your full potential, flourish and enjoy what you do, while being recognized and rewarded with our broad range of benefits. Our perks and quirks. What makes you Q will help you to realize your full potential, flourish and enjoy what you do, while being recognized and rewarded with our broad range of benefits. We offer: - The salary advertised on offer will be based on a number of factors, including, location, experience and roles responsibilities. - Annual leave, plus national holidays + your birthday off! - 100% 401k match up to 5% - Competitive annual leave, parental leave, PTO, and observed holidays - Comprehensive benefits coverage, including mental health support, fitness reimbursements, and financial well-beingTax-advantageous benefits, such as commuter benefits, healthcare, and dependent care - Regularly bench-marked salary rates - Volunteer Day off - Work from Home Equipment - Free Subscription to a meditation, relaxation and sleep app - Continuous Training and Development - Spend up to 2 months working outside of your country of employment over a rolling 12-month period with our ‘Work from Anywhere’ policy - Team Social Budget & Company-wide Socials Our mission. We have one mission. To help businesses grow. To make data easier. And to make the world a better place. We’re not a start-up. Not anymore. But we’ve not been around that long either. What we are is a collection of bright, passionate minds harnessing complexities and helping our clients and their communities. One culture, made of many. Heading in one direction – the future. It’s all about you. We want you to feel welcome, valued, and respected - because it’s your individuality and passion that make you Q. We see that, and we celebrate it. That’s why we’re proud to be an Equal Opportunity Employer. We are committed to fostering an inclusive and diverse work environment, continuously improving to ensure everyone belongs. Our recruitment process is designed to be inclusive and accessible. If you need any reasonable adjustments or accommodations, please let our Talent Acquisition Team know - we’re happy to assist. No matter your race, beliefs, color, national origin, gender, sexual orientation, age, marital status, neurodiversity, or abilities—whoever you are—if you're a passionate, curious, and caring human eager to push the boundaries of what’s possible, we want to hear from you.

