Insurance Sales & Client Relations Specialist
Job Description
Remote – India | Supporting Canadian Operations
We are a Canadian insurance brokerage based in Brampton, Ontario, currently expanding our remote operations in India.
We are seeking a dedicated, professional, and motivated individual who is interested in developing a long-term career in the Canadian insurance industry. This position is ideal for someone who enjoys speaking with people, is confident on the phone, learns quickly, and takes their work and responsibilities seriously.
Position Details
Job Title: Insurance Sales & Client Relations Specialist
Location: Remote / Work From Home – India
Work Schedule: 7:00 PM – 3:30 AM IST
Employment: Full-Time
Probation: 3 Months
Your Role
As part of our remote team, you will work directly with clients and support our Canadian insurance operations. Your responsibilities will include:
• Speaking with clients by phone, email, and other communication platforms.
• Handling both incoming and outgoing client calls in a professional manner.
• Understanding clients' requirements and gathering the information needed for insurance quotes.
• Preparing quotes and clearly explaining available insurance options to clients.
• Following up with prospective customers and existing clients.
• Assisting with new insurance business as well as renewal-related inquiries.
• Maintaining accurate customer information and ensuring required documents are received.
• Keeping client records and CRM information complete and up to date.
• Providing professional and courteous customer service throughout the client experience.
• Following established company procedures and maintaining confidentiality.
• Working closely with our Canadian team to ensure clients receive timely and efficient service.
• Meeting established standards for communication, follow-up, quality, and performance.
Who We Are Looking For
We are looking for someone who is committed, dependable, and genuinely interested in building a career, not someone looking for a short-term job.
Essential Qualifications
• Excellent verbal and written English communication skills.
• Strong Punjabi communication skills.
• Confident and professional telephone manner.
• Comfortable speaking with clients and handling frequent phone calls.
• Strong interpersonal and customer-service skills.
• Comfortable using computers, CRM systems, email, and other online tools.
• Quick learner with the ability to understand and follow training.
• Able to work independently while remaining connected with the team.
• Reliable high-speed internet/Wi-Fi.
• Own laptop or computer suitable for full-time professional work.
• A quiet and dedicated home office/workspace.
• Ability to consistently work 7:00 PM – 3:30 AM IST.
• Strong attendance, punctuality, and time-management skills.
Education & Background
A Bachelor's degree is considered an asset.
Previous insurance experience is helpful but not required. We provide training to the right candidate. We are more interested in finding someone with strong communication skills, a professional attitude, the ability to learn, and a genuine desire to grow.
What You Can Expect From Us
• Comprehensive training from the beginning.
• Training on Canadian insurance products and processes.
• Training on quoting, CRM systems, and client management.
• Guidance and support from our Canadian-based team.
• Opportunity to gain experience working with the Canadian insurance market.
• Long-term career development opportunities.
• Opportunity to grow into additional responsibilities based on performance.
3-Month Probation & Performance Review
All new employees will begin with a 3-month probationary period.
During this period, we will assess overall performance, including:
• Attendance and punctuality
• Communication and telephone skills
• Professionalism when dealing with clients
• Ability to learn and apply training
• Quality and accuracy of work
• Follow-up with clients
• Sales and customer-service performance
• CRM and documentation accuracy
• Reliability and consistency
• Ability to work effectively as part of a remote team
Successful completion of the probation period may lead to continued employment and opportunities for increased responsibilities and career growth.
Before Applying
Please apply only if you can meet the following requirements:
✓ Available for 7:00 PM – 3:30 AM IST
✓ Own a reliable laptop/computer
✓ Have stable, high-speed internet
✓ Have a quiet and dedicated workspace
✓ Are comfortable with frequent phone calls
✓ Have strong English and Punjabi communication skills
✓ Are committed to a long-term opportunity
We Are Looking for the Right Person
This is an opportunity for someone who wants to learn, perform, and grow with a company over the long term.
If you are hardworking, professional, confident in communication, and ready to build a career in the insurance industry, we encourage you to apply.
Job Type: Full-time
Pay: ₹20,000.00 - ₹24,000.00 per month
Benefits:
• Work from home
Work Location: In person
