Personal Lines Insurance Broker – Sales

Assurancia Inc.; Quebec; On-site; CAD 50,000 - 130,000; Full time

Benefits offered by this job

Dental Insurance

Supplemental Health Insurance

Life Insurance

Paid Time Off

Employer Match to RRSP

Company Events

On-site Gym

Employee Assistance Program

Wellness programs

On-site parking

Work from Home

Job summary

Assurancia Inc. is seeking a Personal Lines Insurance Broker – Sales to join our team. The role centers on delivering tailored customer service, assessing client needs, recommending suitable insurance products across multiple carriers, and serving clients with professionalism.

The position offers a competitive salary range CA$50,000 to CA$130,000 per year, plus performance-based bonuses. You will answer calls and emails, identify cross-selling opportunities, and maintain accurate notes while

Qualifications

• Answer incoming calls from customers and be available during assigned hours.
• Respond to emails from the general sales inbox.
• Identify the customer’s specific needs by asking the right questions.
• Analyze each customer’s needs independently and objectively.
• Recommend products and services tailored to each specific situation while respecting the customer and allowing them to make their own choice.
• Submit information to various insurers while accurately reflecting the customer’s information.
• Identify cross-selling and upselling opportunities.

Responsibilities

• Answer incoming calls from customers and be available during assigned hours.
• Respond to emails from the general sales inbox.
• Identify the customer’s specific needs by asking the right questions.
• Analyze each customer’s needs independently and objectively.
• Recommend products and services tailored to each specific situation while respecting the customer and allowing them to make their own choice.
• Submit information to various insurers while accurately reflecting the customer’s information.
• Identify cross-selling and upselling opportunities.
• Demonstrate honesty and integrity in all interactions with customers.
• Communicate clearly and openly with customers and colleagues.
• Demonstrate respect and empathy toward clients and team members.
• Actively contribute to creating a healthy and inclusive work environment.
• Treat every client and colleague fairly, without prejudice.
• Ensure that professional practices comply with ethical principles and applicable laws.
• Demonstrate proactivity and thoroughness in performing tasks.
• Be fully committed to customer satisfaction and the company’s success.
• Adhere at all times to the Code of Ethics of the Chambre de l’assurance de dommages (ChAD).
• Act as an ambassador for Assurancia Nexia at all times.

Skills

Customer service

Cross-selling

Upselling

Communication

Ethics/compliance

Proactivity

Job description

Personal Lines Insurance Broker – Sales

Salary: CA$50,000.00 to CA$130,000.00 per year

Location: Offices in Vaudreuil-Dorion, Châteauguay, or Beauharnois

At NEXIA ASSURANCE, we aim to position ourselves as forward-thinking insurance specialists, foster a positive work environment, and move forward alongside our clients and our team toward a promising future.

Reporting to the Director of Personal Property and Casualty Insurance, the Personal Property and Casualty Insurance Sales Broker helps provide customer service that meets Assurancia Nexia’s expectations and quality standards. The broker prioritizes the client’s needs and interests in all interactions with them. For every call or interaction with a client, the broker must take clear and accurate notes that reflect the conversation they had with the client. The broker is responsible for any other related tasks or those assigned by management.

Customer Service

1. Answer incoming calls from customers and be available during assigned hours.

2. Respond to emails from the general sales inbox.

3. Identify the customer’s specific needs by asking the right questions.

4. Analyze each customer’s needs independently and objectively.

5. Recommend products and services tailored to each specific situation while respecting the customer and allowing them to make their own choice.

6. Submit information to various insurers while accurately reflecting the customer’s information.

7. Identify cross-selling and upselling opportunities.

Desired Behavioral Traits

1. Demonstrate honesty and integrity in all interactions with customers.

2. Communicate clearly and openly with customers and colleagues.

3. Demonstrate respect and empathy toward clients and team members.

4. Actively contribute to creating a healthy and inclusive work environment.

5. Treat every client and colleague fairly, without prejudice.

6. Ensure that professional practices comply with ethical principles and applicable laws.

7. Demonstrate proactivity and thoroughness in performing tasks.

8. Be fully committed to customer satisfaction and the company’s success.

9. Adhere at all times to the Code of Ethics of the Chambre de l’assurance de dommages (ChAD).

10. Act as an ambassador for Assurancia Nexia at all times.

Benefits

• Dental Insurance
• Supplemental Health Insurance
• Life Insurance
• Paid Time Off
• Employer Match to RRSP
• Company Events
• On-site Gym
• Employee Assistance Program
• Wellness programs
• On-site parking
• Work from Home