Personal Insurance Broker – Service

BC Assur; HVDC Interconnection Line Radisson Qc - Sandy Pond Ma - 450 kV; Hybrid; CAD 40,000 - 60,000; Full time

Job summary

Une société de courtage indépendante au Québec recherche un Ambassadeur pour comprendre les besoins des clients et proposer des solutions d'assurance adaptées. Ce poste requiert une certification en assurance de biens et de responsabilité, ainsi que des compétences en service client. Des avantages tels que l'assurance invalidité et un programme de bien-être sont offerts.

Benefits

Assurance invalidité

Assurance santé complémentaire

Assurance vie

Bourses

Formation linguistique

Programme d'assistance aux employés

Programmes de bien-être

Réductions de tarifs

Plan de retraite

Stationnement sur place

32 à 40 heures / semaine (4 jours possibles)

Qualifications

• 0 à 5 ans d'expérience dans le domaine de l'assurance.
• Bilinguisme est un atout.

Responsibilities

• Modifier et vendre des polices d'assurance auto, habitation et autres.
• Analyser les besoins des clients et proposer des solutions.
• Mettre à jour et traiter les renouvellements d'assurance.
• Préparer des devis et déterminer les modalités de paiement.
• Assurer la complétion des formulaires de police.
• Entrer des données dans les systèmes internes.
• Traiter les demandes de changements, annulations et réclamations.
• Promouvoir la rétention des clients avec les produits d'assurance.
• Assister les courtiers de l'équipe selon les besoins.

Skills

Autonomie et professionnalisme

Esprit d'équipe

Compétences en service à la clientèle

Communication et négociation

Sens des responsabilités

Capacité à s'adapter au changement

Dynamique, discipliné, organisé

Tolérance au stress

Education

Certification de l'Autorité des marchés financiers en assurance de biens et de responsabilité

Formation continue (20 CEUs tous les deux ans)

Job description

Overview

Why choose BC ASSUR?

BC ASSUR is a 100% independent and influential brokerage firm in Quebec. Growing rapidly and benefiting from solid financial health, we invest in innovation and technology while being forward-thinking in our work practices: remote work (including abroad!), four-day workweek, flexible schedules, and much more. Committed to the kindness and support of our teams, we offer multiple training opportunities and professional development so that everyone can flourish and grow with us.

As an Ambassador of BC ASSUR's distinctive customer experience, you will embody our values of independence and kindness to our existing customers. Your mission will be to accurately understand their insurance needs, offer innovative solutions at competitive rates, and provide exemplary advisory service, while adapting their policies as their situation evolves.

Roles and Responsibilities

Reporting to the Director of the Personal Property and Casualty Insurance Department of the Service Team, you will be responsible for :

• Modifying and selling auto, home, and recreational vehicle insurance policies and other types of insurance to individuals, while respecting the organization's procedures and methods.
• Analyzing clients' insurance needs, proposing solutions, advise and offer products and services tailored to their needs.
• Update and process renewals, and, if necessary, take the necessary actions to obtain the best terms for the client (additions, discounts, negotiations with the current insurer, transfers, etc.).
• Prepare quotes and determine payment terms.
• Ensure that the appropriate forms and other policy formalities are completed.
• Enter data into internal systems (Épic) as well as insurer systems.
• Process requests for changes, cancellations, claims, and other requests from the insured.
• Process requests from insurers.
• Promote client retention with BC ASSUR by offering property and casualty insurance products based on needs (renewal sales, additional coverage, portfolio additions).
• Monitor the progress of clients and canceled policies and implement activities to ensure future follow-up.
• Assist the brokers on his team as needed.
• Perform any other related tasks as required within the team.

Education and Experience Required

• Certification from the Autorité des marchés financiers in property and casualty insurance.
• Complete training (20 CEUs every two years) to maintain the right to practice.
• 0 to 5 years of experience in the insurance field.
• Bilingualism is an asset.

Skills Prioritize

• Autonomy and professionalism.
• Team-oriented.
• Proven customer service skills.
• Communication and negotiation skills.
• Sense of responsibility.
• Good ability to adapt to change.
• Dynamic, disciplined, organized, and efficient.
• Stress tolerance.

Benefits

• Disability Insurance.
• Supplemental Health Insurance.
• Life Insurance.
• Scholarships.
• Training Language training offered.
• Employee Assistance Program.
• Wellness Programs.
• Fare Discounts.
• Retirement Plan.
• On-site Parking.
• 32 to 40 hours / week based on the BC ASSUR plan (4 days possible).