Insurance Broker

3 weeks ago


Montreal Quebec GF, CA YouSet Full time

Insurance Broker - Customer Service

Are you an AMF or RIBO licensed Insurance Broker or Agent? Come build the future of insurance with us.

Why us?

YouSet is revolutionizing the insurance industry by combining technology, data and human expertise. We’re on a mission to build the most user-friendly and highly rated insurance platform in Canada.

In less than 4 minutes, our powerful technology screens the market to help you save 29% on average on your home and car insurance and get you covered instantly, online.

To date, we’ve helped over 250,000 users shop for their insurance with an average of 4.9 stars in online reviews.

What will you be responsible for?

- Client Engagement: Assist clients with their home and auto insurance needs. Answer coverage questions, offer personalized advice and complete policy modifications.

- Client Follow-Up: Proactively reach out to clients regarding the renewal of their policies 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 team to achieve team objectives. Participate in developing strategies to boost 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 with us.

Do you have what it takes?

- You have a valid AMF and/or RIBO certification

- You have at least 2 years of as an insurance broker or agent

- You have at least 5 years of relevant experience in customer service

- 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

What's in it for you?

  • Competitive compensation with stock options
  • Up to 5 weeks of vacation per year
  • Top-tier health benefits (health, dental, vision, etc.) & life insurance
  • 100% remote work or downtown Montreal office space
  • Flexible start date (but the sooner the better)

This opportunity is for a full-time position in a high-growth company, with increasing responsibilities.

Do you picture yourself working with us? Don't miss your chance and apply today

/////////////////////////////

Courtier en assurance - Service à la clientèle

As-tu un permis en assurance valide de l'AMF ou RIBO? Viens bâtir le futur de l’assurance avec nous.

Pourquoi nous choisir?

YouSet révolutionne le secteur de l'assurance en combinant technologie, données et expertise humaine. Notre mission est de bâtir la plateforme d'assurance la plus facile à utiliser et la plus appréciée au Canada.

En moins de 4 minutes, notre puissante technologie survole le marché pour t’aider à économiser 29% en moyenne sur ton assurance habitation et auto et te permet d’acheter ta couverture instantanément, en ligne.

À ce jour, nous avons aidé plus de 250 000 utilisateurs à magasiner leur assurance avec une moyenne de 4,9 étoiles en avis en ligne.

Quelles seront tes responsabilités?

- Engagement client: Aider les clients avec leurs besoins en matière d'assurance habitation et automobile. Répondre aux questions de couverture, offrir des conseils personnalisés et effectuer des modifications de police.

- Suivi auprès des clients: Contacter de manière proactive les clients concernant le renouvellement de leurs polices afin de nous assurer que nous offrons en permanence une police qui répond le mieux à leurs besoins et à un prix compétitif.

- Communication: Communiquer efficacement par téléphone, e-mail et SMS avec nos clients pour établir une relation de confiance. Offrir un service client exceptionnel.

- Évaluation des performances: Surveiller les performances personnelles et atteindre les objectifs quotidiens/hebdomadaires/mensuels.

- Documentation: Tenir des notes précises des interactions avec les clients et ajouter des activités de suivi dans notre système CRM.

- Collaboration: Travailler en étroite collaboration avec l'équipe du service à la clientèle pour atteindre les objectifs de l'équipe. Participer à l'élaboration de stratégies pour accroître la fidélisation des clients et la satisfaction globale.

- Formation continue: Rester à jour sur la connaissance des produits et les tendances du secteur. Participer à des séances de formation et à des activités de développement professionnel.

- Développement de carrière: Évoluer vers un poste senior dans notre équipe d'assurance ou poste de chef d’équipe après vos 2 premières années chez nous.

As-tu ce qu'il faut?

- Tu as un permis valide de l’AMF et/ou RIBO

- Tu as au moins 2 ans d'expérience en tant que courtier ou agent

- Tu as au moins 5 ans d'expérience pertinente en service à la clientèle

- Tu es proactif et tu as de fortes compétences en résolution de problème

- Tu as de solides compétences de communication orale et écrite en français et anglais

- Tu apprends rapidement et tu as un intérêt pour les technologies

Quels sont les avantages pour toi?

  • Rémunération compétitive avec options d'achat d'actions
  • Jusqu'à 5 semaines de vacances par année
  • Assurance collective (Santé, dentaire, vision, etc.) et assurance vie
  • 100% télétravail ou bureau au centre-ville de Montréal
  • Date de début flexible (mais le plus tôt le mieux)

Ceci est une opportunité pour un poste à temps plein dans une compagnie à croissance rapide avec des responsabilités grandissantes.

Te reconnais-tu dans tout ça? Ne manque pas ta chance et postule dès maintenant

#J-18808-Ljbffr

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