Personal Insurance Broker

In an environment that promotes diversity and recognizes entrepreneurial spirit, and under the supervision of the Director of Operations, our client is seeking a Personal Insurance Broker. The responsibilities of this position will be to advise clients on products from various insurance companies to meet their service and sales needs.

Key Responsibilities:

• Gather necessary information to understand client needs;
• Analyze information to offer the insurance product that suits the client’s needs;
• Explain the characteristics of offered products in simple terms;
• Conduct marketing activities;
• Negotiate with insurers;
• Take responsibility for contract modifications and renewals;
• Provide quality customer service in collaboration with a portfolio manager;
• Respond to various requests from insured parties and insurers;
• Review contracts;
• Follow insurer standards regarding risk quality and underwriting policies.

Profile:

• DEC or AEC in Property and Casualty Insurance
• 4 years of experience in personal lines insurance
• Hold a personal lines insurance broker license issued by the Autorité des marchés financiers
• Proficiency in Excel, Word, and Outlook software
• Proficiency in TAM, EPIC, Policy Works software will be considered an asset
• Bilingual (French/English) oral and written
• Excellent communication and listening skills
• Strong organizational skills and ability to manage priorities
• Ability to work independently and professionally as part of a team
• Sense of responsibility and problem-solving skills

Contract Information:

• Full-time, permanent position (35 hours/week)
• Competitive salary and advantageous commission system
• Group insurance (including dental and disability)
• RRSP with employer contribution
• Work schedule 8:30 AM to 4:30 PM
• Dynamic workspace offering leisure and relaxation areas (locker room, showers, gym, kitchen, rooftop terrace…)
• Access to employer-paid parking
• Continuing education 100% paid by the employer
• Equipment provided by the employer and additional allowance for personal preference
• Possibility to develop your own clientele and become owner of this volume after 1 year of continuous service