The mission is to be the primary contact for individual insurance clients, advising them clearly, adequately protecting their assets, and building a lasting relationship based on trust, availability, and quality service.
Analyze client needs (auto, home, liability, property).,Recommend adapted, simple, and well-explained protections.,Present options transparently.,Manage renewals proactively (contacts, comparisons, adjustments).,Identify coverage gaps and optimization opportunities.,Ensure a smooth and reassuring client experience.,Respond quickly to requests (changes, questions, attestations).,Support clients in case of a claim, in collaboration with internal teams.,Maintain rigorous and AMF compliant files.,Develop client portfolio through referrals, inbound calls, and cross-sales.,Contribute to a high retention rate through quality follow-up and advice.,Participate in the continuous improvement of internal practices and tools.
Valid AMF certificate – individual damage insurance.,Relevant experience in auto and home insurance (brokerage firm or insurer).,Excellent communication and ability to popularize technical concepts.,Strong sense of customer service and organization.,Proficiency in French; functional English is an asset.,Experience with a BMS (EPIC) (asset).,Comfort with digital tools and dematerialized processes (asset).,Ability to manage a client volume while maintaining quality (asset).,Solution-oriented and loyalty approach (asset).
Professional Certification
We are Employeur Élite, a leading HR recognition certification dedicated to publicly acknowledging exceptional human resources practices. Our certification is more than a seal of excellence; it's a lifestyle. By proudly displaying this certification, we empower companies to attract top talent, strengthen employee loyalty, and enhance their reputation as employers of choice. We are recognized across the HR industry as a symbol of excellence in human resource management and employee well-being.
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