Client advisor Jobs in Laval, QC

Financial Services | Management, Sales and Professional Positions | Permanent - Full-time

A role in personal insurance focused on customer service, without business development

Key Information

• Job Title: Advisor / Assistant in Personal Insurance – Customer Service
  
• Location: Blainville, Quebec, Canada
  
• Job Type: Permanent - Full-time
  
• Work Mode: Hybrid
  
• Salary: Compensation: 7,500
  

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.
  
• Ensure follow-ups with insurers and clients to advance files efficiently.
  
• Track files until the issuance of contracts and confirm key steps with stakeholders.
  
• 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.
  
• Work easily in a team and collaborate with internal stakeholders.
  
• Communicate professionally in a bilingual context.
  

Conditions — work environment and benefits offered

• Offer a compensation of 7,500.
  
• Hold a permanent full-time position.
  
• Work in hybrid mode (the region).
  
• 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. A great opportunity to leverage your expertise in a structured and collaborative environment.

Interested individuals can submit their application directly via this offer or send it by email to:

All applications will be treated confidentially.

Only candidates selected will be contacted.