Personal Lines Insurance Broker

YouSet; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading insurance technology firm is seeking a full-time Personal Lines Insurance Broker to assist clients with their home and auto insurance needs. Candidates should possess a valid RIBO and/or AMF certification along with significant customer service and sales experience. This role offers competitive compensation, with the flexibility of fully remote work or the option to work from the Montreal office. Opportunities for career growth are available within this high-growth company.

Benefits

Competitive compensation with monthly bonus

Up to 5 weeks of vacation per year

100% remote work option or downtown office

Top-tier health benefits

Unlimited sick and mental health days

Paid parental leave

Flexible start date

Qualifications

• Valid RIBO and/or AMF certification required.
• Minimum 2 years experience as an insurance broker or agent.
• At least 5 years experience in customer service or sales.

Responsibilities

• Assist clients with home and auto insurance needs.
• Proactively follow up with clients for best policy fit.
• Communicate effectively with clients via phone, email, and SMS.
• Monitor personal performance to meet targets.
• Maintain accurate records in the CRM system.
• Collaborate with team to achieve objectives.
• Stay updated on product knowledge and industry trends.
• Pursue career advancement after 2 years.

Skills

RIBO and/or AMF certification

Customer service experience

Sales experience

Bilingual in French and English

Strong problem-solving skills

Quick learner with technology interest

Job description

Personal Lines Insurance Broker

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

What’s in it for you?

• Competitive compensation with monthly bonus
• Up to 5 weeks of vacation per year
• 100% remote work or downtown Montreal office space
• Work internationally for up to 90 days per year
• Top-tier health benefits (health, dental, vision, etc.) & life insurance
• Unlimited sick and mental health days
• Paid parental leave (4 months top up)
• Flexible start date (but the sooner the better!)

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 400,000 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 and offer personalized advice. Set up new policies or complete policy modifications.
• Client Follow-Up: Proactively reach out to clients 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 and sales team to achieve team objectives. Participate in developing strategies to boost sales, 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 RIBO and/or AMF certification
• You have at least 2 years of experience as an insurance broker or agent
• You have at least 5 years of relevant experience in customer service or sales
• 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

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!