Insurance Agent, Sales & Customer Loyalty

Definity; Montreal; Hybrid; CAD 50,000 - 93,000; Full time

Job summary

A leading insurance provider is seeking a Personal Lines Damage Insurance Agent to drive sales and retention strategies. The role involves handling inquiries, offering consultative sales for personal lines, and maintaining customer relationships. Ideal candidates have a college degree, 2–4 years in insurance, strong communication skills, and a customer-centric approach. The position offers hybrid work flexibility and a focus on professional development.

Benefits

Company share ownership program

Pension and savings programs

Paid volunteer days

Educational resources and tuition assistance

Wellness and recognition programs

Discounts on products and services

Qualifications

• 2–4 years in property and casualty insurance with sales experience is preferred.
• Active AMF License for Quebec is required.
• PAA in progress or completed is preferred.

Responsibilities

• Handle inbound and outbound inquiries across digital channels.
• Inspire customer confidence through relationship building and tailored coverage solutions.
• Drive growth by proactively cross-selling and upselling insurance policies.

Skills

Sales and retention strategies

Knowledge of Canadian personal lines insurance

Exceptional communication skills

Tech-savvy proficiency with CRMs

Understanding of provincial insurance regulations

Experience interpreting performance metrics

Digital fluency and adaptability

Education

College diploma or university degree in business, insurance, or related field

Tools

Salesforce

Guidewire

Five9

Medallia

Job description

Montreal, QUE, Canada and 1 more

Sonnet is part of Definity, which includes some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. Our ambition is to be one of Canada’s leading and most innovative property and casualty insurers. We can’t do that without our people, so we embrace and encourage a culture that’s collaborative, ambitious, rewarding, and empowering.

We offer a flexible, hybrid work experience where employees work from the office and virtually depending on the type of work they are doing and who they are working with. Bring your true self and be a part of our journey. It’s better here.

The Personal Lines Damage Insurance Agent, Sales & Customer Loyalty, supports Sonnet’s growth by driving new business sales and implementing retention strategies to maximize customer lifetime value. The role’s primary focus is consultative, needs-based sales matching client needs with the right insurance solutions to achieve revenue growth and customer satisfaction.

The Agent also handles interactions with existing customers, reinforcing relationships to retain policies. They are high-performing, customer-centric professionals who demonstrate empathy, transparency, and compliance with regulatory guidelines for fair treatment of customers.

Operating within Sonnet’s Digital Contact Centre, the Agent contributes to a collaborative, innovative culture focused on team and individual success. Reporting to the Team Leader, Sales & Customer Loyalty, the Advisor partners cross-functionally to address risk, compliance, and process improvement opportunities.

What can you expect in this role?

• Handle inbound and outbound inquiries across digital channels, delivering expert advice on Auto, Home, and other personal lines insurance.
• Inspire customer confidence by building relationships that uncover customer needs, identify profiles, and recommend tailored coverage solutions to retain insurance policies.
• Apply consultative sales and retention techniques, assess risk, understand customer financial goals, and provide the best-fit insurance options.
• Drive growth by proactively cross-selling, upselling, and conducting policy reviews to keep coverage competitive.
• Own your performance by meeting KPIs like conversion rates, policy units, premium targets, save rates, productivity, and customer satisfaction.
• Collaborate with your Team Leader to implement coaching, overcome challenges, and optimize your development.
• Simplify complex insurance terms into clear, transparent language that empowers customers to make informed decisions with confidence.
• Ensure compliance with regulatory and underwriting guidelines and refer customer accounts to Team Leads and Underwriting support when needed.
• Partner with service, underwriting, and billing teams to resolve issues and strengthen customer loyalty.
• Leverage technology like our CRM, telephone, quoting tools, and contact center AI to deliver seamless experiences and achieve first-contact resolution.
• Educate customers on self-service options through Sonnet.ca and our mobile app.
• Share insights about customer trends and experiences to help improve processes and workflows.

What do you bring to the role?

• Expertise in sales, retention, and loyalty strategies, including advanced win-back and save techniques.
• Deep knowledge of Canadian personal lines insurance Home and Auto coverages, endorsements, and industry best practices.
• Proven consultative approach to sales and retention that builds trust and drives long‑term customer success.
• Exceptional communication skills, with mastery in objection handling and closing techniques.
• Tech‑savvy proficiency with CRMs and contact center platforms (e.g., Salesforce, Guidewire, Five9, Medallia).
• Solid understanding of provincial insurance regulations, licensing, and compliance requirements.
• Experience interpreting your performance metrics and applying required behaviors to achieve KPIs.
• Digital fluency and adaptability to evolving technologies and retention processes.
• Adaptable, resilient, and able to excel in a fast‑paced, high‑volume contact center that champions innovation and continuous improvement.
• Education: College diploma or university degree in business, insurance, or a related field.
• Experience: 2–4 years in property and casualty insurance, with prior experience in sales or retention. Contact center or digital sales experience is a strong asset.
• Licensing:
  • For Quebec: Active AMF License is required.
• Preferred Certifications: PAA in progress or completed.

High degree of proficiency with English and French required to service customers, both internal to the company and external, across Canada.

Salary Range: $50,200 - $92,500

Actual salary for the role may vary depending on work location of the successful candidate and other factors including but not limited to, skills, education, experience, working conditions and the local labour market.

This position is being posted to fill an existing vacancy.

Interested in this role, but don’t meet every requirement? We encourage you to apply! We know from experience that a candidate doesn’t need 100% of the qualifications listed to bring incredible value to our team. We’re actively seeking diverse backgrounds and perspectives to help us make insurance better. At Definity, inclusion, diversity, and equity aren’t just “nice to have” — they’re essential to our success.

What’s in it for you?

• Company share ownership program
• Incentive Program - Eligible employees may participate in various incentive plans which are paid out at the discretion of the company and subject to individual and company performance.
• Pension and savings programs, with company‑matched RRSP contributions
• Paid volunteer days and company matching on charitable donations
• Educational resources, tuition assistance, and paid time off to study for exams
• Focus on inclusion with employee groups, support for gender affirmation surgery, access to BIPOC counsellors, access to programs for working parents
• Wellness and recognition programs
• Discounts on products and services

Go ahead and expect a lot — you deserve it.

It’s better here — but don’t take our word for it. Definity was named by Great Place to Work ® as one of the Best Workplaces™ in Canada for women, for youth, and for inclusion.

Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know by [e-mail].

Background checks

This role requires successful clearance of background checks (including criminal checks and leadership references).

#LI-Hybrid

#IND1

• Job Identification 8737
• Job Category Customer Service and Contact Center Operations