Assistant / Personal Lines Broker

Tasks

• Providing knowledgeable advice to individual clients on damage insurance products, assessing their specific needs, and proposing tailored solutions.
• Assessing risks to determine the best insurance options, taking into account client specifics and required coverage.
• Managing the underwriting and negotiation process with insurance companies, ensuring optimal conditions for clients.
• Acting as the point of contact for client claims, questions, and enquiries, ensuring exceptional customer service.
• Contributing to business development by identifying new opportunities, expanding the client portfolio, and participating in marketing initiatives.
• Preparing necessary documentation, including contracts, insurance certificates, and reports, while maintaining accurate records.
• Monitoring insurance policies, renewals, and adjustments, ensuring compliance and ongoing customer satisfaction.
• Performing any other related tasks.

Advantages

• Remote work option, one to two days per week.
• Performance bonus twice a year.
• Free parking.
• Four weeks of vacation per year + five sick days.
• Group insurance.

Job requirements

• Experience in portfolio management and development.
• At least 18 months of experience as a broker.
• AMF licence in personal damage insurance.
• Sales experience is a significant asset.

Desired profile

• Demonstrated stability in previous positions.
• Proactive and alert for opportunities, a "hunter" type.
• Wants to manage a portfolio, and maintain and develop relationships.
• Motivated professional with excellent interpersonal skills.
• Demonstrated ability to provide exceptional service to individual clients.
• Wants to join a team with values such as authenticity, kindness, and efficiency.