Financial Services | Management, Sales and Professional Positions | Permanent - Full time A role in personal insurance focused on customer service, without business development Job Title: Advisor / Assistant in Personal Insurance – Customer Service Job Type: Permanent - Full-time Work Mode: Hybrid Join a private organization in the financial services sector where expertise in personal insurance is primarily used to support and secure clients. The position is centered on consulting, coordinating underwriting, and regulatory rigor, in a structured environment. An opportunity to contribute concretely to the quality of client follow-up, from the beginning to the issuance of the contract.

Responsibilities — ensure complete, compliant, and smooth customer service Assist clients in setting up and following up on their personal insurance protections. Complete insurance proposals with clients and in collaboration with product specialists. Coordinate underwriting requirements (medical exams,



information requests) and organize the necessary steps.

Process service requests (contract changes, beneficiaries, updates) accurately and diligently. Maintain complete, rigorous, and compliant files with regulatory requirements.

Profile

Sought — essential requirements and service approach Hold a valid AMF certificate in personal insurance. Have 3 years of experience in personal insurance. Master the regulatory requirements applicable to the processing and follow-up of files.

Communicate professionally in a bilingual context. Hold a permanent full-time position. Access to group insurance. Benefit from a retirement savings plan with employer participation. If you wish to focus your daily work on customer service, the quality of files, and compliance, this role deserves your attention.

📌 Personal Insurance Advisor - Customer Service (Blainville)
🏢 NexWav
📍 Blainville