Personal Lines Insurance Broker – Customer Service
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Job Description
Client Advisor assisting customers with home and auto insurance needs while working remotely. Engaging clients, managing renewals, and collaborating with the customer service team.
Responsibilities:
- Assist clients with their home and auto insurance needs
- Answer coverage questions, provide tailored advice, and process policy changes
- Proactively contact clients regarding policy renewals
- Communicate effectively with clients by phone, email, and SMS
- Monitor personal performance and meet daily/weekly/monthly targets
- Keep accurate notes of client interactions
- Work closely with the customer service team
- Contribute to strategies that increase client retention and overall satisfaction
- Stay up to date on product knowledge and industry trends
- Progress into a senior role within our insurance team or a team lead position after your first two years with us
Requirements:
- Valid AMF license
- At least 2 years of 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 (earlier preferred)
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