Analyste PU chez iA Financial Group, spécialisée en assurance, épargne et gestion de patrimoine. Analyse de polices vie universelle, transactions complexes et solutions de financement.
About the role
- Bilingual RBC Insurance Advisor providing personalized home and auto coverage advice by phone. Assessing client needs, underwriting policies, and recommending solutions across Quebec.
Responsibilities
- Provide insurance advice and solutions to clients through inbound calls
- Deliver a consistent, positive client experience and resolve concerns at first point of contact
- Build relationships through meaningful client discussions
- Complete personalized needs assessments and reviews using tools, resources, and calculators
- Demonstrate value and support insurance advice recommendations
- Apply knowledge of regulatory risk when underwriting and updating home and auto insurance policies
- Use procedures effectively during client conversations
- Cultivate and maintain partner relationships as one RBC team
- Proactively recommend personal home and auto insurance solutions to new and existing clients
- Refer clients to organizational partners
- Contribute to individual and team sales goals
Requirements
- Willingness and ability to successfully obtain the Quebec Damage Insurance certificate delivered by l’Autorité des marchés financiers and the General Insurance License for Ontario Other Than Life and other provinces
- Bilingualism in English and French required
- High level of reading, comprehension, and speaking in English and French
- Exceptional customer service skills
- Ability to build strong relationships and connect with clients
- Flexibility to work all shifts within Monday–Friday, 8:00am–8:30pm operating hours
- Digital literacy across smartphones, tablets, laptops, and other services
- Nice-to-have: Quebec Damage Insurance certificate
- Nice-to-have: Post-secondary education
- Nice-to-have: Knowledge of insurance products
- Nice-to-have: Customer service and/or sales experience in a contact centre environment
Benefits
- Comprehensive Total Rewards package, including flexible and modern benefits
- Competitive compensation
- Stock options
- Flexible work arrangements
- Learning programs and tools for professional development
- Opportunities to develop new skills, grow, and explore career paths
- Supportive, inclusive team and company culture
- RBCI software tools to boost productivity
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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