Home and Auto Insurance Broker - In training

Vienneau Insurance; Shediac; On-site; CAD 40,000 - 60,000; Full time

Job summary

Vienneau Insurance in Shediac is seeking a bilingual insurance advocate to help clients identify their insurance needs and provide tailored recommendations. You will build a growing client portfolio, delivering exceptional service in person, over the phone, or digitally.

In a dynamic office, teamwork is essential as most interactions are calls, emails, or DMs, with occasional in-person visits. You will learn about products, participate in special projects, and guide clients through claims.

Qualifications

• Willingness to undertake and pass insurance licensing courses (we pay and support)
• Clean criminal record to qualify to become licensed
• Bilingual: French & English (written and spoken)
• Live within a reasonable commuting distance of Shediac office
• Previous insurance experience not required; willingness to learn and help people

Responsibilities

• Help clients identify their insurance needs and make recommendations
• Work in a dynamic office where teamwork is crucial to success
• Take calls, emails, DMs (90%), and some in-person visits (10%) from clients and prospects
• Build and maintain relationships to grow your client portfolio
• Keep up-to-date with insurance product developments
• Contribute to special projects as required
• Guide clients through the insurance claims process

Skills

Customer service

Team player

Communication

Licensing readiness

Willingness to learn

Dependable

References available

Education

High school diploma

Post-secondary education

Job description

• I'm big on serving up superior customer service - in person, over the phone, or digitally - and believe in treating people the way I would want to be treated.
• This said, I can "shake off" the occasional tough call, and not let it ruin day.
• I play REALLY well with my collegues in an office environment. No drama here!
• I am driven, and love the idea of building something a little bigger and better each day.
• Continuous learning does not scare me
• I'm dependable, and always pull my own weight. At the same time, I don't hesitate to take on a little more when required to help out a colleague in need.
• I'm not one to brag, but I have legit references who will back up how good I am!

So, what would you be doing on a daily basis?

• Helping our/your clients Identify their individuals' insurance needs and making recommendations
• Working in a dynamic office environment, where everyone doing their part is crucial to success
• Taking calls/e-mails/DMs (90%), or in-office visits (10%), from clients and prospective clients
• Building and maintaining relationships with old and new clients alike (ie. building your portfolio of clients)
• Keeping on top of insurance product developments
• Working on special projects as required
• Guiding clients through the insurance claims process

Other requirements:

• A high-school (good), or post-secondary (better) education
• A willingness to undertake - and ability to pass - insurance licensing courses (note: we pay, and support)
• A clean criminal record (to qualify to become licensed)
• Bilingual: French & English (written and spoken)
• You must live within a reasonable commuting distance of our Shediac office.

Previous experience in insurance not required, just a willingness to learn and a desire to help people.