Personal-lines damage insurance broker

Covalen; Laval; On-site; CAD 50,000 - 75,000; Full time

Job summary

Covalen is seeking a personal-lines damage insurance broker for its Laval office. This role involves managing a portfolio of clients, ensuring customer satisfaction, and maintaining strong relationships with stakeholders. The company values human connections and provides opportunities for growth, along with advantageous commissions and bonuses.

Benefits

Innovative company culture

Opportunities for personal growth

Advantageous commissions and bonuses

Qualifications

• 2-3 years of experience in personal insurance, preferably in brokerage.
• Proficiency in MS Office and knowledge of insurer portals.
• Bilingual (French & English) for effective communication.

Responsibilities

• Provide high-quality customer service and collaborate with team members.
• Perform risk analysis and modify products as needed.
• Assist clients with claims and follow up with insurers.

Skills

Customer service

Risk analysis

Negotiation

Bilingualism in French & English

Education

Personal lines insurance agent or broker license

Tools

MS Office

Insurer portals (Intact, L'Unique, Aviva)

Epic

Tarif Expert

Job description

Covalen is looking to fill a position of personal-lines damage insurance brokerto join its expanding personal insurance team. Reporting to the Director, the incumbent will be responsible for a portfolio of clients holding personal property and casualty insurance products. He or she must ensure customer satisfaction by meeting their needs and maintain excellent relationships with various internal and external stakeholders.

Covalen is an insurance and surety brokerage firm that relies on a team of 95 passionate employees. Its reputation has been built on a human approach, centered on a relationship of trust. The company’s head office is located in Laval and its team extends throughout the province of Quebec, as well as Ontario and Manitoba.

Why work at Covalen?

• Because we are proud to be a company on a human scale;
• Because we make it our duty to always innovate and improve;
• Because you will have the chance to be a stakeholder in the development and growth of a rapidly expanding Quebec company;
• Because we can offer you the means to grow and develop;
• Because you can benefit from advantageous commissions and bonuses based on annual performance.

Specific responsibilities :

• Offer high-quality customer service and work in collaboration with all team members;
• Ensure customer retention;
• Perform risk analysis, assess needs and offer suitable products for renewals, modification requests and new business;
• Negotiate with several insurers;
• Ensure collection of accounts receivable;
• Follow up on recommendations issued by insurers;
• Assist clients with a claim, report it to insurers and follow up on it

Desired Profile :

• Hold the title of personal lines insurance agent or broker and a valid license (AMF);
• Have 2-3 years of experience in personal insurance (brokerage is an asset);
• Excellent proficiency in MS Office software;
• Excellent knowledge of various insurer portals (Intact, L'Unique, Aviva, or at least 2 of the 3 mentioned insurers);
• Knowledge of Epic, Tarif Expert, and Tarif Expert software (an asset);
• Master bilingualism, French & English (oral, written, and comprehension) in order to ensure an inclusive customer experience to answer the large English-speaking clientele.