Purchasing specialist call center agent

AIM Kenny U-Pull; Laval (administrative region); Hybrid; CAD 50,000 - 75,000; Full time

Benefits offered by this job

Group insurance

Retirement savings plan with employer

Hybrid work mode

Job summary

AIM Kenny U-Pull in Laval, QC, seeks an Advisor/Assistant in Personal Insurance focused on customer service. The role centers on consulting, coordinating underwriting, and ensuring regulatory compliance in a structured environment. You will support client follow-up from initial contact to contract issuance.

Responsibilities include assisting clients, coordinating underwriting, and maintaining compliant files while collaborating with product specialists and insurers in a hybrid work setting.

Qualifications

• Hold a valid AMF certificate in personal insurance.
• Have 3 years of experience in personal insurance.
• Master the regulatory requirements applicable to processing and follow-up of files.
• Work easily in a team and collaborate with internal stakeholders.
• Communicate professionally in a bilingual context.

Responsibilities

• Assist clients in setting up and following up on their personal insurance protections.
• Complete insurance proposals with clients and in collaboration with product specialists.
• Coordinate underwriting requirements (medical exams, information requests) and organize the necessary steps.
• Ensure follow-ups with insurers and clients to advance files efficiently.
• Track files until the issuance of contracts and confirm key steps with stakeholders.
• Process service requests (contract changes, beneficiaries, updates) accurately and diligently.
• Maintain complete, rigorous, and compliant files with regulatory requirements.

Skills

Customer service

Team player

Bilingual communication

Education

AMF certificate in personal insurance

Job description

Financial Services | Management, Sales and Professional Positions | Permanent - Full-time

A role in personal insurance focused on customer service, without business development

Key Information

• Job Title: Advisor / Assistant in Personal Insurance - Customer Service
  
• Job Type: Permanent - Full-time
  
• Work Mode: Hybrid
  

Join a private organization in the financial services sector where expertise in personal insurance is primarily used to support and secure clients. The position is centered on consulting, coordinating underwriting, and regulatory rigor, in a structured environment. An opportunity to contribute concretely to the quality of client follow-up, from the beginning to the issuance of the contract.

Responsibilities - ensure complete, compliant, and smooth customer service

• Assist clients in setting up and following up on their personal insurance protections.
  
• Complete insurance proposals with clients and in collaboration with product specialists.
  
• Coordinate underwriting requirements (medical exams, information requests) and organize the necessary steps.
  
• Ensure follow-ups with insurers and clients to advance files efficiently.
  
• Track files until the issuance of contracts and confirm key steps with stakeholders.
  
• Process service requests (contract changes, beneficiaries, updates) accurately and diligently.
  
• Maintain complete, rigorous, and compliant files with regulatory requirements.
  

Profile Sought - essential requirements and service approach

• Hold a valid AMF certificate in personal insurance.
  
• Have 3 years of experience in personal insurance.
  
• Master the regulatory requirements applicable to the processing and follow-up of files.
  
• Work easily in a team and collaborate with internal stakeholders.
  
• Communicate professionally in a bilingual context.
  

Conditions - work environment and benefits offered

• Offer a compensation of 7,500.
  
• Hold a permanent full-time position.
  
• Work in hybrid mode (the region).
  
• Access to group insurance.
  
• Benefit from a retirement savings plan with employer participation.
  

If you wish to focus your daily work on customer service, the quality of files, and compliance, this role deserves your attention. A great opportunity to leverage your expertise in a structured and collaborative environment.

All applications will be treated confidentially.

Only candidates selected will be contacted.