Personal Insurance Broker – Service

Why choose BC ASSUR?

BC ASSUR is a 100% independent and influential brokerage firm in Quebec. Growing rapidly and benefiting from solid financial health, we invest in innovation and technology while being forward-thinking in our work practices: remote work (including abroad!), four-day workweek, flexible schedules, and much more. Committed to the kindness and support of our teams, we offer multiple training opportunities and professional development so that everyone can flourish and grow with us.

As an Ambassador of BC ASSUR's distinctive customer experience, you will embody our values of independence and kindness to our existing customers. Your mission will be to accurately understand their insurance needs, offer innovative solutions at competitive rates, and provide exemplary advisory service, while adapting their policies as their situation evolves.

Roles and Responsibilities

Reporting to the Director of the Personal Property and Casualty Insurance Department of the Service Team, you will be responsible for:

• Modifying and selling auto, home, and recreational vehicle insurance policies and other types of insurance to individuals, while respecting the organization's procedures and methods.
• Analyzing clients' insurance needs, proposing solutions, Advise and offer products and services tailored to their needs.
• Update and process renewals, and, if necessary, take the necessary actions to obtain the best terms for the client (additions, discounts, negotiations with the current insurer, transfers, etc.).
• Prepare quotes and determine payment terms.
• Ensure that the appropriate forms and other policy formalities are completed.
• Enter data into internal systems (Épic) as well as insurer systems.
• Process requests for changes, cancellations, claims, and other requests from the insured.
• Process requests from insurers.
• Promote client retention with BC ASSUR by offering property and casualty insurance products based on needs (renewal sales, additional coverage, portfolio additions).
• Monitor the progress of clients and canceled policies and implement activities to ensure future follow-up.
• Assist the brokers on his team as needed.
• Perform any other related tasks as required within the team.

Education and Experience Required

• Certification from the Autorité des marchés financiers in property and casualty insurance.
• Complete training (20 CEUs every two years) to maintain the right to practice.
• 0 to 5 years of experience in the insurance field.
• Bilingualism is an asset.

Skills Prioritize

• Autonomy and professionalism.
• Team-oriented.
• Proven customer service skills.
• Communication and negotiation skills.
• Sense of responsibility.
• Good ability to adapt to change.
• Dynamic, disciplined, organized, and efficient.
• Stress tolerance.

Benefits

• Disability Insurance.
• Supplemental Health Insurance.
• Life Insurance.
• Scholarships.
• Training Language training offered.
• Employee Assistance Program.
• Wellness Programs.
• Fare Discounts.
• Retirement Plan.
• On-site Parking.
• 32 to 40 hours/week based on the BC ASSUR plan (4 days possible)