Bilingual Home & Auto Insurance Advisor

RBC Insurance; Boucherville; On-site; CAD 52,000 - 80,000; Full time

Benefits offered by this job

Flexible work arrangements

Job summary

RBC Insurance in Montréal is seeking a bilingual Licensed Insurance Advisor for Home & Auto to provide expert insurance guidance by phone. You will help clients protect what matters by offering personalized options and building lasting relationships.

Responsibilities include inbound calls, needs assessments, and ensuring regulatory compliance while delivering an exceptional client experience with a collaborative RBC team.

Qualifications

• Possession of the Quebec Damage Insurance certificate delivered by l’Autorité des marchés financiers or the willingness and ability to successfully obtain the Quebec Damage Insurance certificate delivered by l’Autorité des marchés financiers and the General Insurance License for Ontario Other Than Life and other provinces (training offered by RBC to get the certifications).
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French speaking needs.
• Exceptional customer service skills with the ability to build strong relationships and connect with clients
• Flexibility to work all shifts within the hours of operation. The Home & Auto Advice Centre is open Monday – Friday, 8:00am – 8:30pm
• Digital literacy across a broad range of services (i.e. smartphones, tablets, laptops etc.)

Responsibilities

• Provide insurance advice and solutions to clients based on their needs through inbound calls
• Exhibit a consistent, positive client experience with every conversation and resolve client concerns at first point of contact, demonstrating relationship building through meaningful discussions
• Complete personalized needs assessments and reviews by leveraging tools, resources, and calculators to demonstrate value and support advice recommendations
• Demonstrate a solid understanding of regulatory risk when underwriting and updating home & Auto insurance policies
• Use procedures effectively and seamlessly during conversations with clients
• Cultivate and maintain relationships with partners to work as one RBC team

Skills

Cross-Selling

Customer Needs

Customer Service

Group Problem Solving

Insurance Product Development

Sales

Knowledge of insurance products

Education

Post-secondary education

Job description

RBC Insurance in Montréal is seeking a bilingual Licensed Insurance Advisor for Home & Auto to provide expert insurance guidance by phone. You will help clients protect what matters by offering personalized options and building lasting relationships.

Responsibilities include inbound calls, needs assessments, and ensuring regulatory compliance while delivering an exceptional client experience with a collaborative RBC team.