Insurance Advisor

2 weeks ago


Montreal, Quebec, Canada National Bank Full time

Job Summary:

We are seeking a skilled Insurance Advisor to join our National Bank Insurance team. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met and exceeded.

Key Responsibilities:

  • Provide outstanding customer service to clients, responding to their inquiries and resolving issues in a timely and professional manner.
  • Direct clients to our advisors across Canada, ensuring they receive the best possible service.
  • Handle requests and follow-ups with our insurance partners, maintaining strong relationships and ensuring seamless communication.
  • Utilize your insurance knowledge to assist clients in making informed decisions, identifying solutions that meet their needs.
  • Participate in solution paths for client management, working collaboratively with the team to resolve complex issues.

About the Team:

You will be part of a dynamic team that values insurance expertise, quality of delivery, and customer experience performance. Our team is known for its collaborative spirit, fun atmosphere, and commitment to continuous learning and development.

Requirements:

  • College diploma in a relevant field.
  • Personal insurance license.
  • Customer service experience.
  • Caring attitude with strong empathy for clients.
  • Understanding of Equisoft Connect/Centralize tools, an asset.
  • Ability to adapt to different situations.
  • Knowledge of the individual insurance brokerage field and its products.
  • Openness to change.

Languages: English, French


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