YouSet logo
YouSet

The smart way to buy home and car insurance.

Insurance Broker, Personal Lines

Location

Canada

Posted

2 days ago

Salary

0

Seniority

Mid Level

Bachelor Degree2 yrs expFrenchEnglishChef

Job Description

Insurance Broker, Personal Lines

YouSet

• 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

Job Requirements

  • 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

  • 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!)

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