- Location
- Remote in Toronto
- Workplace
- Remote
- Type
- Full-time
- Department
- Customer Success
- Experience
- 1+ years
- Source
- Lever
Description
Overview of the role
We’re on a mission to modernize insurance, making it simpler, more accessible, and customer-first. The insurance industry is a $1T market that has remained largely untouched by the digital revolution, and PolicyMe is here to change that. As a remote-first, Toronto-based startup with big ambitions, we’re looking for a Bilingual Licensed Insurance Advisor to help us build the future of insurance in Canada and beyond.
On a typical day, you’ll be educating our customers on their insurance needs by answering challenging questions, dealing with advanced customer cases, and guiding them through our different products. You will be on the front lines of PolicyMe, managing all inbound leads through their policy applications, and ensuring they get the coverage they need (and feel good about the process) via phone, SMS and email.
How it is different from a typical insurance advisor role:
This is an opportunity to be part of a dynamic and rapidly growing startup, with opportunity for upward mobility. You’ll never have to prospect. All leads are inbound, qualified, and supported by a top-performing marketing and growth team. You'll be involved in discussions across the organization on how to streamline operations, improve the customer experience and help build innovative insurance products. Ride a wave of industry disruption, instead of fighting against it.
Reports To: Customer Success Manager
Skills
HubSpotCompliance
Benefits
Bilingual in French and English, with strong written and verbal communication in bothOpen to obtaining licensing in Quebec if not already licensed thereA licensed Life and Accident & Sickness insurance agent with a valid LLQP1 - 4 years of experience in insurance or a related industryExperience managing a high-volume pipeline with strong organizational skillsA proven track record of exceeding sales targets in a consultative sales environmentAbility to manage objections and explain complex concepts clearlyA natural conversationalist who builds rapport easily and makes clients feel heardHigh empathy and discretion, especially when speaking about personal or financial topicsCoachable and a strong desire to learn and improveA growth mindset with the ability to adapt to change and contribute to continuous improvementOwnership over your work and your pipelineAlignment with PolicyMe’s values and commitment to putting the customer’s best interest firstGenerous PTO - 20 vacation daysA comprehensive benefits plan with premiums paid in full by PolicyMeInvestment in your professional development, including an L&D budget, AI tooling budget, performance reviews twice a year and ongoing feedback to ensure you reach your highest potentialAn extremely high performing, low-ego, remote-first team that is truly disrupting an old industryOption to work from home or our Toronto-based office (bonus: we cover the costs to bring all our employees in-person twice a year for experiential socials!)Access to stock options based on performanceCompensation: The total target cash compensation for this role (including OTE) is $88,000 with earnings potential up to $120,000 CAD. We’ll walk through the details together during the interview.
