Senior Insurance Broker

Medium; Remote; IDR 200.000.000 - 300.000.000; Full time

Job summary

A leading insurance platform is seeking a Senior Personal Lines Insurance Broker. This remote position involves engaging with clients to assess their home and auto insurance needs while providing tailored solutions. Candidates should have valid RIBO and/or AMF certifications, at least 2 years of brokerage experience, and strong skills in communication and customer service. The role offers competitive compensation, substantial vacation time, and opportunities for professional growth in a technology-driven environment.

Benefits

Competitive compensation with monthly bonus

Up to 5 weeks of vacation per year

100% remote work or office space

Top-tier health benefits

Unlimited sick and mental health days

Paid parental leave

Flexible start date

Qualifications

• At least 2 years of experience as an insurance broker or agent.
• Minimum 5 years of experience in customer service or sales.
• Strong oral and written communication skills.

Responsibilities

• Assist clients with home and auto insurance needs.
• Proactively follow up with clients on policies.
• Communicate effectively with clients via different mediums.
• Monitor personal performance against targets.
• Maintain accurate records in the CRM system.
• Collaborate with sales and customer service teams.
• Stay updated on industry trends and product knowledge.
• Progress toward a senior position or team lead role.

Skills

Customer service skills

Problem-solving skills

Communication skills (French and English)

Adaptability to technology

Education

RIBO and/or AMF certification

Job description

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Personal Lines Insurance Broker - REMOTE. In this role, you will have the opportunity to engage with clients, assess their home and auto insurance needs, and provide tailored solutions. Your expertise will not only help clients but will also play a pivotal role in the growth and reputation of our partner's innovative insurance platform. As part of a high-growth team, you will have opportunities for professional development and career advancement. Join us in revolutionizing the insurance industry by leveraging technology, data, and human insight for better client outcomes.

Accountabilities

• 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.

Requirements

• 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.

Benefits

• Competitive compensation with monthly bonus.
• Up to 5 weeks of vacation per year.
• 100% remote work or downtown 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 Apply Through Jobgether?

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.