Personal Insurance Broker – New Business

Why choose BC ASSUR?

BC ASSUR is a 100% independent and influential brokerage firm in Quebec. Growing rapidly and enjoying 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

• Use your skills and expertise as a property and casualty insurance broker to offer protection and insurance products tailored to the needs of potential clients, particularly for home, auto, and recreational vehicle insurance.
• Represent the client with insurers.
• Question the client and reconcile all relevant information to create a complete proposal file through Tariff Expert, Épic, and the insurers' systems.
• Analyze the client's needs in terms of protection and insurance products to make an optimal selection for the client based on the available offers from BC ASSUR suppliers.
• Work with our quotation tool (Tarif Expert) and request quotes from different companies, evaluate their offers before submitting them to the client, and make a payment agreement with the client. Enter data into the various insurers' systems.
• Explain the clauses of insurance contracts to clients by telephone, in writing, or in person.
• Ensure that the entire sales process is carried out correctly and within the prescribed timeframe, according to BC Assur's methods and standards.
• Process requests from insurers.
• Solicit new clients, assess their needs, and offer a tailored proposal.
• Follow up on proposals made to new clients and close sales.

Education and Experience Required

• Personal Property and Casualty Insurance Brokerage License
• 0 to 5 years of experience in the property and casualty insurance field
• Complete training (20 CEUs every two years) to maintain the right to practice
• Bilingualism is an asset

Preferred Skills

• Ability to manage computerized files independently
• Ability to listen and advise clients based on their needs needs
• Demonstrated sales skills
• Ability to negotiate with a strategic and conciliatory approach
• Ability to maintain and develop a network of contacts
• A sense of collaboration and strong team spirit
• Good ability to adapt to change
• In the case of teleworking, have the skills required to perform and maintain motivation while working remotely

Benefits

• Disability Insurance
• Supplemental Health Insurance
• Life Insurance
• Scholarships
• Language Training Offered
• Employee Assistance Program
• Wellness Programs
• Fare Discounts
• Retirement Plan
• On-Site Parking
• Work from Home Option
• Competitive Salary
• 32 to 40 hours/week based on the BC ASSUR plan (4 days off possible)