Client service advisor - Damage insurance broker

Univesta; Montreal; On-site; CAD 40,000 - 55,000; Full time

Job summary

Univesta is seeking a dynamic Customer Service Advisor to train as a Personal Lines Insurance Broker. This role involves advising clients, providing excellent customer service, and mastering insurance products. The position offers comprehensive training, performance-based compensation, and a supportive work environment with flexible schedules and generous benefits.

Benefits

Performance-based compensation

5 sick/personal days

Generous vacation package

Group RRSP plan

Qualifications

• At least three years of full-time work experience in customer service or sales.
• Fluency in oral and written French is required.

Responsibilities

• Advise clients and provide outstanding customer experience over the phone.
• Update files according to established standards.
• Master products and processes through training courses.

Skills

Customer Service

Analytical Skills

Multi-tasking

Education

High School Diploma

Job description

At Univesta, we pay your training to become a personal lines damage insurance broker!

The Customer Service Advisor position is your gateway to the exciting world of insurance! Don’t worry : we’ll take the time to train you thoroughly and support you every step of the way to make sure you acquire the knowledge you’ll need in your new career.

Here are the steps that will ensure your success :

• We provide a 5-week training program that will give you the tools you need to pass your personal lines damage insurance exams administered by the Autorité des Marchés Financiers (AMF).
• Once you’ve passed your exams, you’ll begin a 3-to 4-week training course on our products and software. This is held in a classroom setting with our trainer and it’s the perfect time for peer-to-peer practice.
• Once you’ve successfully completed the in-house training course, you’ll do a six-week internship. Now, you’re ready to advise real clients!
• Once that period is complete, you’ll have earned the title of Personal lines Insurance Broker at Univesta!

Working as a Personal lines Insurance Broker means you’ll :

• Listen to and advise clients and provide an outstanding customer experience by proposing and explaining over the phone products tailored to their specific needs.
• Update files according to established standards.
• Master our products and processes and keep your knowledge up to date via our training courses.
• Adhere to the company’s standards and policies to do your job properly and foster teamwork.

Benefits we have in mind for you :

Since we want you to feel at home and part of our close-knit circle, our decision-making always takes the employee experience to heart.

If you perform well, we think you should be rewarded, which is why we offer you performance‑based compensation.

We’re flexible : you’ll have 5 sick and / or personal days, any unused days will be paid out to you!

We want to accommodate your lifestyle : you’ll enjoy a generous vacation package and a range of schedules.

Finally, since it’s important to think about the future, you’ll also benefit from a group RRSP plan, to which Univesta contributes.

The candidate we’re looking for has the following profile :

• A drive to offer outstanding customer service on each and every call.
• Ease of working towards specific goals and targets (quality, sales, compliance).
• Fluency in oral and written French (if you’re bilingual, that’s a great asset in supporting all our customers).
• Analytical skills and the ability to multi-task.
• Thoroughness and the ability to handle various IT systems.
• A strong team spirit combined with autonomy.

We need you to :

• Have a dynamic, enthusiastic, lively, caring and passionate mind!
• Hold a high-school diploma or a comparative evaluation of foreign studies from the Quebec Ministry of Immigration.
• Have at least three years’ full-time work experience, preferably in customer service or sales. Call center experience is a major asset.
• Be a Canadian citizen or permanent resident.

We are regulated by the AMF and certain criteria are mandatory to take the exams. If you don’t meet all the criteria, be sure to take a look at our other positions. There may be something that’s right for you!