Bilingual Home & Auto Insurance Advisor

RBC Insurance Group; Boucherville; On-site; CAD 65,000 - 82,000; Full time

Job summary

RBC Insurance Group is seeking a bilingual Licensed Insurance Advisor for Home & Auto to provide expert insurance guidance to clients over the phone. You’ll assess needs, present suitable options, and help protect what matters most while contributing to sales goals.

You’ll operate in a dynamic environment, handling inbound calls, delivering an exceptional client experience, and collaborating with internal partners to support client needs and growth.

Qualifications

• Quebec Damage Insurance certificate or willingness to obtain it and General Insurance License for Ontario and other provinces (training provided).
• Bilingual in English and French to serve clients with both language needs.
• Exceptional customer service skills with ability to build strong client relationships.

Responsibilities

• Provide insurance advice and solutions to clients based on their needs via inbound calls.
• Deliver a consistent, positive client experience and resolve client concerns at first contact.
• Complete personalized needs assessments and reviews using tools and calculators.
• Demonstrate understanding of regulatory risk when underwriting and updating home and auto policies.
• Use procedures effectively during client conversations.
• 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

Education

Post-secondary education

Job description

RBC Insurance Group is seeking a bilingual Licensed Insurance Advisor for Home & Auto to provide expert insurance guidance to clients over the phone. You’ll assess needs, present suitable options, and help protect what matters most while contributing to sales goals.

You’ll operate in a dynamic environment, handling inbound calls, delivering an exceptional client experience, and collaborating with internal partners to support client needs and growth.