Personal Lines VIP- Service Broker South Shore

Hello World Recruitment; Montreal; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A recruitment agency is seeking a bilingual insurance broker to join a growing VIP Team in Montreal. The role focuses on delivering exceptional customer service to high-net-worth clients without traditional sales pressure. The ideal candidate will have 2-3 years of experience in insurance brokerage and strong independent work capabilities. This position offers flexible scheduling, a 35-hour workweek, and considerable growth opportunities.

Benefits

Commission on new business

Work-Life Balance

No Cold Calls

Flexible scheduling

Qualifications

• 2-3 years of experience as an insurance broker.
• Fluency in English (60%) and French (40%) is essential.
• Experience serving high-net-worth individuals is preferred.

Responsibilities

• Act as a dedicated point of contact for high-value clients.
• Manage insurance policies for homes and commercial assets.
• Provide expert guidance on coverage options tailored to client needs.
• Coordinate with internal teams for streamlined delivery.

Skills

Bilingual (English / French)

Strong customer service skills

Ability to work independently

Experience in VIP service

Tools

Go Brio / Contact AP

Guichet L’Unique

Applied (Tarifexpert)

Assurance Bateau

Orbite

Job description

Overview

About the company :

Insurance brokerage firm specialized in transportation mostly, so they are mostly a commercial line base insurance company.

The personal lines division was established over two years ago and is now expanding its VIP Team, catering exclusively to high-net-worth clients, including business executives and company presidents. Specializing in trucking (18-wheelers) and high-value insurance policies, our VIP service provides a single point of contact for all insurance needs—homes, boats, and vehicles.

About the Role

We are seeking a service-oriented, bilingual (English / French) insurance broker to join our growing VIP Team. This role is designed for an individual who excels in customer service rather than traditional high-pressure sales. While strong sales skills are welcome, exceptional service and client management are the top priority. Our clients expect a seamless, high-quality experience, and we need someone who can deliver premium customer care.

Key Responsibilities

• Act as a dedicated point of contact for high-value clients, ensuring personalized and efficient service.
• Manage insurance policies for homes, vehicles, boats, and commercial assets.
• Provide expert guidance, ensuring clients receive the best coverage options tailored to their needs.
• Coordinate with internal teams to streamline service delivery.
• Handle referrals—no cold calling required.
• Work autonomously without micromanagement; expected to take ownership of tasks and deliver results.

Qualifications & Requirements

• Bilingual (English 60% / French 40%) – fluency in both languages is essential.
• 2-3 years of experience as an insurance broker (VIP service experience is an asset).
• Strong customer service skills, with the ability to cater to high-net-worth individuals.
• Ability to work independently—training time is limited, so self-sufficiency is key.
• Experience with the following platforms preferred :
• Go Brio / Contact AP (Intact)
• Guichet L’Unique
• Applied (Tarifexpert)
• Assurance Bateau (April / Pacific Marine) – an asset but can be learned quickly
• Orbite – an asset

Compensation & Perks

• Base salary – depending on your experience as a broker.
• Commission : 15% on new business (significant growth opportunities).
• Bonus Structure : Currently unstructured but open to discussion based on performance.
• No Cold Calls : Clients are referred through commercial and call center channels.
• Work-Life Balance : 35-hour workweek with flexible scheduling (5 days every two weeks can be adjusted).
• Company Culture : No micromanagement—just deliver results, and you will be valued accordingly.

Schedule : Monday to Friday, 35 hours per week (8 : 30 AM - 4 : 30 PM)

WFH : 5 days in office only every 2 weeks, you make your schedule.

Location : South Shore / Brossard

This is an exciting opportunity to be a part of a new and rapidly growing division, focusing on elite clientele and high-value insurance policies. If you excel in customer service and are ready to make a lasting impact, we encourage you to apply!