Under the supervision of the Personal Lines Manager, the main responsibilities of this position are to manage a VIP personal lines module in conjunction with a broker producer. The incumbent is also responsible for providing personalized customer service. In addition, he/she must ensure the necessary follow-up for each customer with professionalism, and provide after-sales service to his/her clientele.
MAIN RESPONSIBILITIES
1.establish relationships with customers or potential customers
2.provide customer advice, recommendations and solutions
3.analyze risk
4.close the sale
5.handle complaints
6.provide service at renewal
7.use computerized systems to document the customer's file (throughout the process)
Profile
DESIRED SKILLS AND EXPERIENCE
Training and experience
AEC or DEC in property and casualty insurance and financial services
Personal lines broker's license (AMF).
Experience) in sales and/or customer service in personal-lines damage insurance;
Specific knowledge and skills
Knowledge of personal property and casualty insurance;
Knowledge of insurers Intact Prestige, CHUBB (asset)
Knowledge of insurers' main systems (TAM, Gobrio, Unique, etc.);
Knowledge of Office ( Word, PowerPoint, Excel, Outlook );
Bilingualism essential (French and English).
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Personal skills and characteristics
Ability to organize work and manage priorities
Customer experience approach
Good listening skills
Interpersonal skills/empathy
Professional rigor
Solution-oriented, problem-solving approach
Autonomy
Contractual information
we offer :
A stimulating and rewarding work environment
Opportunities for personal and professional development
A multicultural environment
Telecommuting / hybrid
Community involvement
Access to competitive benefits (group insurance, sick days, vacation)
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