Insurance Client Success Advocate

Aon; Montreal; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading global insurance firm in Montreal is seeking a Client Success Specialist to empower results by delivering effective solutions. The ideal candidate will have experience in the insurance industry, be bilingual in French and English, and possess strong interpersonal skills. Responsibilities include resolving inquiries, supporting sales teams, and ensuring quality service. This role offers a collaborative team environment and ongoing training opportunities, as well as a strong emphasis on work-life balance.

Benefits

Comprehensive benefits package

Global Wellbeing Days

Inclusive workforce initiatives

Qualifications

• 6+ months of experience in the insurance industry preferred.
• Preferably holds an AMF license or willing to obtain.
• Ability to work in a team environment is essential.

Responsibilities

• Resolve basic inquiries associated with Aon Client Services.
• Perform vital activities supporting sales and broking teams.
• Collaborate closely with outsourced providers to ensure quality outputs.

Skills

Attention to detail

Interpersonal skills

Bilingualism (French / English)

Communication skills

Customer service

MS Office proficiency

Education

Post-secondary education in an insurance-related field

Desire to obtain AMF license

Working towards CAIB, CRM or CIP

Job description

A leading global insurance firm in Montreal is seeking a Client Success Specialist to empower results by delivering effective solutions. The ideal candidate will have experience in the insurance industry, be bilingual in French and English, and possess strong interpersonal skills. Responsibilities include resolving inquiries, supporting sales teams, and ensuring quality service. This role offers a collaborative team environment and ongoing training opportunities, as well as a strong emphasis on work-life balance.