Personal Lines Insurance Broker
Company:YouSet
Location:Canada
Languages:English, French
Seniority level:Middle, 2+ years as insurance broker/agent, 5+ years in customer service/sales
Experience:2+ years as insurance broker/agent, 5+ years in customer service/sales
Skills:
Customer serviceAccount ManagementClient relationship managementSales experienceCRM
Requirements:
Valid RIBO and/or AMF certification At least 2 years of experience as an insurance broker or agent At least 5 years of relevant experience in customer service or sales Proactive with strong problem-solving skills Strong oral and written communication skills in French and English Quick learner with an interest in technology
Responsibilities:
Assist clients with home and auto insurance needs Answer coverage questions and offer personalized advice Set up new policies or complete policy modifications Proactively reach out to clients for policy review Communicate effectively via phone, email, and SMS Deliver outstanding customer service Monitor personal performance and meet targets Maintain accurate records of client interactions in CRM Collaborate with customer service and sales teams Participate in developing strategies to boost sales and retention Stay updated on product knowledge and industry trends Participate in training sessions and professional development
