Insurance Broker, Personal Lines

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YouSet

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

💳 Fintech

💰 Pre Seed Round on 2022-08

Finance • Fintech • Insurance

YouSet is a damage insurance brokerage firm that enables users to compare and buy home, car, condo, and tenant insurance from top Canadian insurance companies quickly and efficiently online. With YouSet’s automated platform, users can receive real-time insurance quotes and unlock exclusive rates and discounts. Our technology is trusted by over 250,000 users and streamlines the insurance shopping process, saving clients an average of 29% on their policies. YouSet operates in Quebec and Ontario and is registered with AMF in Quebec and RIBO in Ontario.

📋 Description

• Assist clients with their home and auto insurance needs • Answer coverage questions, provide personalized advice, and process policy sales or changes • Proactively contact clients to ensure we provide a policy tailored to their needs • Communicate effectively with clients by phone, email, and SMS • Monitor personal performance and meet daily/weekly/monthly targets • Keep accurate records of client interactions and log follow-up activities in our CRM • Work closely with the customer service and sales teams • Participate in developing strategies to increase client retention and overall satisfaction • Stay up to date on product knowledge and industry trends • Progress to a senior role within our insurance team or a team lead position after 2 years

🎯 Requirements

• You hold a valid AMF license (Autorité des marchés financiers) • At least 2 years' experience as a broker or agent • At least 5 years of relevant customer service experience • Proactive with strong problem-solving skills • Strong oral and written communication skills in French and English • Quick learner with an interest in technology

🏖️ Benefits

• Competitive compensation with a monthly bonus • Up to 5 weeks of vacation per year • 100% remote work or office in downtown Montreal • International work up to 90 days per year • Group benefits (health, dental, vision, etc.) and life insurance • Unlimited sick and mental health days • Paid parental leave (additional 4 months) • Flexible start date (but sooner is better!)