Serve personal insurance clients as a Sales Broker with NEXIA ASSURANCE, using needs analysis and explicit communication. Work from offices in Vaudreuil-Dorion, Châteauguay, or Beauharnois.
Reporting to the Director of Personal Property and Casualty Insurance, this broker delivers customer service aligned with Assurancia Nexia expectations. The work involves answering calls, responding to sales emails, understanding client needs, recommending tailored products, and submitting accurate information to insurers. Client interests guide every interaction.
Key Responsibilities:
- Answer customer calls during assigned hours
- Respond to the general sales inbox
- Analyze needs and recommend tailored products
- Submit accurate client information to insurers
- Identify cross-selling and upselling opportunities
Requirements:
- Honesty and integrity in customer interactions
- Clear, open communication with clients and colleagues
- Respect and empathy toward clients and team members
- Proactive, thorough approach to assigned tasks
- Adherence to ChAD’s Code of Ethics
Apply customer-focused sales, accurate documentation, and ethical insurance practices as a Personal Lines Insurance Sales Broker.