Conseiller(ère) en assurance de personnes – Service aux clients // Insurance Advisor

Conseiller(ère) en assurance de personnes – Service aux clients AXXEL RH s’associe à une firme de services financiers indépendante et bien établie, spécialisée en assurance et en solutions de gestion de patrimoine pour les particuliers et les entreprises au Québec. Nous sommes à la recherche d’un(e) Conseiller(ère) en assurance – Service aux clients pour se joindre à leur équipe. Ce poste est axé sur le service, l’exécution et le suivi administratif en assurance de personnes (assurance vie, invalidité et maladies graves). Le rôle s’exerce sous la supervision de conseillers responsables et dans le respect du cadre réglementaire de l’Autorité des marchés financiers (AMF). À noter qu’il n’y a aucune pression de vente, sollicitation ou développement d’affaires associé à ce poste. Le rôle se situe à Blainville. Le rôle : Accompagner les clients dans la mise en place et le suivi de leurs protections d’assurance Compléter les propositions d’assurance avec les clients et les spécialistes produits Coordonner les exigences de souscription (examens médicaux, suivis avec les assureurs) Assurer le suivi des dossiers jusqu’à l’émission des contrats Traiter les demandes de service (changements contractuels, bénéficiaires, mises à jour) Maintenir des dossiers complets et conformes aux exigences réglementaires Profil recherché : Certificat AMF valide en assurance de personnes Minimum de 3 ans d’expérience en assurance vie, invalidité et maladies graves Grande rigueur administrative et souci du détail Excellent sens de l’organisation Capacité à gérer plusieurs dossiers simultanément Excellentes aptitudes de communication et enthousiasme Bilinguisme français / anglais Ce que nous offrons : Poste sans objectifs de vente ni commission Salaire fixe et conditions compétitives Assurance collective et REER collectif Environnement structuré, professionnel et conforme Accès à des dossiers de qualité et à valeur ajoutée Formation continue et développement professionnel ________________________________________________ Insurance Advisor – Individual Client Service AXXEL HR is partnering with a well-established independent financial services firm specializing in insurance and wealth advisory solutions for individuals and businesses in Quebec. We are seeking an Insurance Advisor – Client Service to join their team. This role is focused on service, execution, and administrative follow-up in personal insurance (life, disability, and critical illness). The position is carried out under the supervision of licensed advisors and in compliance with the regulatory framework of the Autorité des marchés financiers (AMF). Please note that there is no sales pressure, solicitation, or business development associated with this role. The role is located in Blainville. The Role: Support clients in the implementation and ongoing servicing of their insurance coverage Complete insurance applications with clients and product specialists Coordinate underwriting requirements (medical exams, insurer follow-ups) Manage files through to policy issuance Process service requests (policy changes, beneficiary updates, information updates) Maintain complete and compliant client files in accordance with regulatory requirements Candidate Profile: Valid AMF Insurance of Persons License Minimum of 3 years’ experience in life, disability, and critical illness insurance Strong administrative discipline and attention to detail Excellent organizational skills Ability to manage multiple files simultaneously Strong communication skills and a positive, client-focused approach Bilingual (French / English) What We Offer: Role with no sales targets or commissions Fixed salary and competitive compensation Group insurance and group retirement plan Structured, professional, and compliant work environment Access to high-quality, value-added client cases Ongoing training and professional development

The role focuses on supporting clients with the implementation and administrative follow-up of life, disability, and critical illness insurance. Key tasks include completing insurance applications, coordinating underwriting requirements, and maintaining compliant client files.

Candidates must possess a valid AMF Insurance of Persons license and at least 3 years of experience in personal insurance. Proficiency in both French and English and strong administrative organizational skills are required.

• Group Insurance • Group Retirement Plan • Professional Development • Ongoing Training

• OrganizationPreferred

Identified from the job description. Confirm important requirements above.

• Life Insurance
• Disability Insurance
• Critical Illness Insurance
• Underwriting Coordination
• Client Servicing
• Administrative Rigor
• Bilingualism
• Case Management
• Regulatory Compliance
• Organization

• Finance & Accounting
• Customer Service & Support
• Administrative

Minimum education

Professional degree

Minimum experience

3+ years

Apply by

Sep 13, 2026

Posting language

French

Working hours

40 hours per week

Seniority

Associate

Application method

Direct apply is available