Personal Insurance Advisor – Customer Service

NexWav; Blainville; On-site; CAD 78,000 - 89,000; Full time

Benefits offered by this job

Group insurance

Retirement savings plan

Job summary

NexWav in Blainville, QC, is seeking an Advisor / Assistant in Personal Insurance – Customer Service. The hybrid, permanent full-time role focuses on client consultations, underwriting coordination, and regulatory rigor to securely issue contracts.

Ideal candidates bring AMF certification, 3+ years in personal insurance, and strong teamwork with bilingual communication. Join a structured environment where you enhance client follow-up quality from initial contact to contract issuance, with access

Qualifications

• Hold a valid AMF certificate in personal insurance.
• Have 3 years of experience in personal insurance.
• Master regulatory requirements applicable to file processing.
• Work easily in a team and collaborate with internal stakeholders.
• Communicate professionally in a bilingual context.

Responsibilities

• Assist clients in setting up and following up on personal insurance protections.
• Complete insurance proposals with clients and in collaboration with product specialists.
• Coordinate underwriting requirements (medical exams, information requests) and organize steps.
• Ensure follow-ups with insurers and clients to advance files efficiently.
• Track files until issuance of contracts and confirm key steps with stakeholders.
• Process service requests (contract changes, beneficiaries, updates) accurately.
• Maintain complete, rigorous, and compliant files with regulatory requirements.

Education

AMF certificate in personal insurance

Job description

Financial Services | Management, Sales and Professional Positions | Permanent - Full-time

A role in personal insurance focused on customer service, without business development

Key Information

• Job Title: Advisor / Assistant in Personal Insurance – Customer Service
• Location: Blainville, Quebec, Canada
• Job Type: Permanent - Full-time
• Work Mode: Hybrid
• Salary: Compensation: 7,500

Join a private organization in the financial services sector where expertise in personal insurance is primarily used to support and secure clients. The position is centered on consulting, coordinating underwriting, and regulatory rigor, in a structured environment. An opportunity to contribute concretely to the quality of client follow-up, from the beginning to the issuance of the contract.

Responsibilities — ensure complete, compliant, and smooth customer service

• Assist clients in setting up and following up on their personal insurance protections.
• Complete insurance proposals with clients and in collaboration with product specialists.
• Coordinate underwriting requirements (medical exams, information requests) and organize the necessary steps.
• Ensure follow-ups with insurers and clients to advance files efficiently.
• Track files until the issuance of contracts and confirm key steps with stakeholders.
• Process service requests (contract changes, beneficiaries, updates) accurately and diligently.
• Maintain complete, rigorous, and compliant files with regulatory requirements.

Profile Sought — essential requirements and service approach

• Hold a valid AMF certificate in personal insurance.
• Have 3 years of experience in personal insurance.
• Master the regulatory requirements applicable to the processing and follow-up of files.
• Work easily in a team and collaborate with internal stakeholders.
• Communicate professionally in a bilingual context.

Conditions — work environment and benefits offered

• Offer a compensation of 7,500.
• Hold a permanent full-time position.
• Work in hybrid mode (the region).
• Access to group insurance.
• Benefit from a retirement savings plan with employer participation.

If you wish to focus your daily work on customer service, the quality of files, and compliance, this role deserves your attention. A great opportunity to leverage your expertise in a structured and collaborative environment.