Personal Lines Insurance Broker

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🕒 June 8

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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

• Client Engagement: Assist clients with their home and auto insurance needs. Answer coverage questions and offer personalized advice. Set up new policies or complete policy modifications. • Client Follow-Up: Proactively reach out to clients to ensure we are continuously offering a policy that best suits their needs at a competitive price. • Communication: Communicate effectively via phone, email, and SMS with clients to build trust. Deliver outstanding customer service. • Performance Review: Monitor personal performance and meet daily/weekly/monthly targets. • Documentation: Maintain accurate records of client interactions and add follow-up activities in our CRM system. • Collaboration: Work closely with the customer service and sales team to achieve team objectives. Participate in developing strategies to boost sales, client retention and overall satisfaction. • Continuous Learning: Stay updated on product knowledge and industry trends. Participate in training sessions and professional development activities. • Career Growth: Move towards a senior position in our insurance team or a team lead role after your first 2 years with us.

🎯 Requirements

• You have a valid RIBO and/or AMF certification • You have at least 2 years of experience as an insurance broker or agent • You have at least 5 years of relevant experience in customer service or sales • You’re proactive and have strong problem-solving skills • You have strong oral and written communication skills in French and English • You’re a quick learner with an interest in technology

🏖️ Benefits

• Competitive compensation with monthly bonus • Up to 5 weeks of vacation per year • 100% remote work or downtown Montreal office space • Work internationally for up to 90 days per year • Top-tier health benefits (health, dental, vision, etc.) & life insurance • Unlimited sick and mental health days • Paid parental leave (4 months top up) • Flexible start date (but the sooner the better!)