Personal Lines – Bilingual Personal Lines Damage Insurance Sales & Service Broker - Montréal, QC (REMOTE) - National Partnership

Company Description

When you join our client’s team, you are joining a community of like-minded professionals where your opinions are valued and expected. You will have the opportunity to provide feedback on departmental goals, to work collaboratively with others, and to continuously improve your professional skills. Regardless of your role or your location, you are joining a community where every employee contributes to the evolution of their culture and their brand.

Our team is currently looking for a/an: Personal Lines Damage Insurance Broker – Bilingual & AMF Licensed - SALES and SERVICE.

If you enjoy Sales and Service this opportunity is for you!

What You’ll Do:

Reporting to the Assistant Service Manager, Home & Auto Program, you’ll play a pivotal role in connecting with customers and prospects, understanding their needs, and providing expert guidance to recommend the right insurance solutions.

Your goal is to foster lasting relationships, deliver exceptional customer service, and drive sales by offering tailored insurance products to meet each client’s unique needs..

The core parts of your role will be to:

Prospecting & Relationship Building:

Research, qualify, and engage with potential clients to drive sales growth. Respond to inquiries, assess client needs, and provide tailored solutions to resolve issues and offer expert guidance.

Sales Development:

Drive sales by building strong relationships with prospects.

Engage through inbound calls, follow up on expired policies, re-quote from previous years, and reach out to leads from marketing campaigns, and online sources.

Expanding Accounts:

Identify opportunities within existing accounts to increase sales.

Develop tailored contact strategies, introduce new products and services, and maintain close communication with insurance underwriters to meet or exceed sales targets.

Client Retention & Support:

Strengthen relationships with current members and accounts by offering exceptional support, providing valuable information, and identifying new opportunities for growth.

Efficient Inquiry Management:

Handle inbound calls, process quotes, update client information, and assess risks in line with underwriting standards.

Provide clear answers to any account-related questions.

Competitive Insights:

Monitor client reactions to competing products and share insights with management. Evaluate our products and suggest potential improvements to stay ahead in the market.

File Management:

Process changes and ensure proper documentation for follow-up actions.

Home Evaluation:

Perform home evaluations and input calculations accurately into the system to support quotes and insurance offerings.

Documentation & Correspondence:

Prepare clear and professional correspondence and documents as required to support client needs.

Client Communication:

Maintain an up-to-date BMS base, ensuring timely follow-up on all client interactions and ensuring excellent service at every touchpoint.

Confidentiality & Quality:

Deliver exceptional service while adhering to confidentiality standards, safeguarding company operations, and ensuring compliance with established procedures.

Reporting & Accountability:

Keep accurate records of quotes, sales, and other key metrics for monthly reporting, ensuring transparency and accountability.

Market Knowledge:

Stay informed on the latest underwriting guidelines and market trends to provide relevant, up-to-date solutions to clients.

Additional Responsibilities:

Take on additional tasks as required, bringing your expertise and adaptability to the role.

Qualifications

What you will bring:

If this opportunity sounds interesting, and you meet the following requirements, you might be the person we’re looking for.

We need someone who has: AMF license is a must

Let’s Talk About You:

This is the unique blend of skills and experience we would love to see in an ideal candidate:

§ A valid AMF license is required.

§ RIBO license is preferred or the ability to obtain it within one year.

§ A minimum of 3 years' experience in personal lines, automobile, and property insurance.

§ Strong communication skills, with the ability to interact effectively with internal and external clients at all levels.

§ Excellent time management, organizational, and project management skills to handle competing priorities.

§ Proficient in Microsoft Office Suite, Broker Management System(s), and Company portals.

§ Fluency in spoken and written French and English (the person in this role regularly communicates with English-speaking policyholders in Quebec and must be able to properly advise them on insurance products).

*Must be fully bilingual (English/French)

Working Conditions:

Work environment is within a general call center setting.

We also consider your potential. If you know you have what it takes to do the job but your experience doesn’t exactly match the qualifications above, we encourage you to apply and provide us with more details about why you think you would be a great fit.

Additional information

What they offer:

Salary Range:

This position offers a competitive salary within a range of $55,011 to $75,600, along with rewarding bonuses that recognize your dedication.

They value transparency and take multiple factors into account when determining your starting salary, including your skills, experience, and alignment with the role as well as internal equity, while positioning you for continued growth and recognition over time.

Some of the Perks They Offer:

§ They offer best-in-class pension and benefits, total reward programs and comprehensive mental wellness support to set you up for every success in and outside of work.

§ Here are just some of the reasons you’ll love working there:

§ Defined benefit pension plan for a financially confident retirement

§ 100% coverage of approved continuing education and licensing fees (including RIBO courses in Ontario)

§ Access to a wealth of learning resources, including LinkedIn Learning for professional development

§ Flexible work-from-home and hybrid options

Unlock your potential with opportunities for advancement

Recruitment Process:

Please note that we/they do not currently use artificial intelligence (AI) in our recruitment process and this position is being posted to fill an existing vacancy.

Ø Competitive salary and bonus structure

Ø Industry-leading employer-paid group benefits that start on your first day

Ø Defined benefit pension plan

Ø 100% coverage of continuing education and licensing fees (including RIBO and AIC courses)

Ø Flexible work from home and hybrid options

Ø Opportunities for advancement

Our client offers more than just a place to work. In addition to competitive salaries and industry-leading benefits, they offer a work environment where your opinions are valued and expected!

Their employees have the opportunity to provide feedback on departmental goals, to work collaboratively, and to continuously improve their professional skills.

They take pride in their employee programs, including health and wellness initiatives, social events and much more!

To recruit the best, they offer the best.

If you are interested in this opportunity, please contact:

nik@completeskill.net

We would love to discuss this position with you!

Job Type: Full-time

Pay: $55,001.00-$75,600.00 per year

Benefits

• Company events
• Company pension
• Dental care
• Disability insurance
• Extended health care
• Flexible schedule
• RRSP match
• Vision care
• Wellness program
• Work from home

Experience

• Insurance Sales: 3 years (required)
• Insurance Service: 3 years (required)

Language:

• and write French & English (Bilingual Advanced) (required)

Licence/Certification:

• AMF License for Personal Lines Insurance from Quebec (required)

Work Location: Remote