Insurance Broker – Customer Service

YouSet; Montreal; Remote; CAD 50,000 - 70,000; Full time

Job summary

Join a leading insurance technology company as an Insurance Broker in Montreal. You will assist clients with their home and auto insurance needs while enjoying competitive compensation, extensive benefits, and opportunities for career growth in a fully remote or office setting.

Benefits

Competitive compensation with monthly bonus

Up to 5 weeks of vacation per year

Top-tier health benefits

100% remote work or office space

Unlimited sick and mental health days

Work internationally for up to 90 days per year

Paid parental leave (4 months top up)

Monthly sponsored team activities

Flexible start date

Qualifications

• At least 2 years as an insurance broker or agent.
• At least 5 years of relevant experience in customer service.

Responsibilities

• Assist clients with home and auto insurance needs.
• Proactively reach out to clients regarding policy renewals.
• Communicate effectively via phone, email, and SMS.

Skills

Problem Solving

Communication

Customer Service

Proactivity

Education

AMF Certification

RIBO Certification

Job description

Insurance Broker - Customer Service

Are you an AMF or RIBO licensed Insurance Broker or Agent? Come build the future of insurance with us.

Why us?

YouSet is revolutionizing the insurance industry by combining technology, data and human expertise. We’re on a mission to build the most user-friendly and highly rated insurance platform in Canada.

In less than 4 minutes, our powerful technology screens the market to help you save 29% on average on your home and car insurance and get you covered instantly, online.

To date, we’ve helped over 250,000 users shop for their insurance with an average of 4.9 stars in online reviews.

What will you be responsible for?

• Client Engagement: Assist clients with their home and auto insurance needs. Answer coverage questions, offer personalized advice and complete policy modifications.

• Client Follow-Up: Proactively reach out to clients regarding the renewal of their policies to ensure we are continuously offering a policy that best suits their needs at a competitive price.

• Communication: Communicate effectively via phone, email, and SMS with clients to build trust. Deliver outstanding customer service.

• Performance Review: Monitor personal performance and meet daily/weekly/monthly targets.

• Documentation: Maintain accurate records of client interactions and add follow-up activities in our CRM system.

• Collaboration: Work closely with the customer service team to achieve team objectives. Participate in developing strategies to boost client retention and overall satisfaction.

• Continuous Learning: Stay updated on product knowledge and industry trends. Participate in training sessions and professional development activities.

• Career Growth: Move towards a senior position in our insurance team or a team lead role after your first 2 years with us.

Do you have what it takes?

• You have a valid AMF and/or RIBO certification

• You have at least 2 years of as an insurance broker or agent

• You have at least 5 years of relevant experience in customer service

• You're proactive and have strong problem-solving skills

• You have strong oral and written communication skills in French and English

• You're a quick learner with an interest in technology

What's in it for you?

• Competitive compensation with monthly bonus

• Up to 5 weeks of vacation per year

• Top-tier health benefits (health, dental, vision, etc.) & life insurance

• 100% remote work or downtown Montreal office space

• Unlimited sick and mental health days

• Work internationally for up to 90 days per year

• Paid parental leave (4 months top up)

• Monthly sponsored team activities and events

• Flexible start date (but the sooner the better!)

This opportunity is for a full-time position in a high-growth company, with increasing responsibilities.

Do you picture yourself working with us? Don't miss your chance and apply today!