Personal Insurance Broker – New Business

Remote

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: teleworking (including abroad!), four-day workweek, flexible schedules, and much more. In a spirit of kindness, we emphasize support for our teams by offering multiple training and professional development opportunities so that each of our employees can thrive and grow with us. As an Ambassador of BC ASSUR's distinctive customer experience, you will embody our values of independence and caring to our current clients. Your mission will be to precisely understand their insurance needs, offer them innovative solutions at competitive rates, and provide exemplary advisory service, while adapting their policies to their changing circumstances.

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.

Required Training and Experience

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
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