Canada onlyOn 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. Be involved in discussions across the organization on how to streamline operations, improve the customer experience and build innovative insurance products. Ride a wave of industry disruption, instead of fighting against it!
Reports To: Customer Success Manager
Salary Range: $60,000 - $70,000 base + variable comp based on targets
What you'll be doing:
- Become a life insurance product guru through both independent and on-site training
- Serve as the first point of contact for prospective customers via phone
- Address customer questions on their needs, specific life insurance products, or the process of getting insured
- Practice consultative sales techniques to ensure that we are pairing customers up with the most appropriate products for their unique needs
- Work closely with sales teammates to solve complex client problems
- Have access to consistent 1:1 coaching, ongoing learning and development opportunities, and mentorship
- Ensure prospective customers receive unparalleled service
What we are looking for:
- A Licensed life insurance agent that holds a valid LLQP license
- 1 to 4 years of experience in the insurance or related industry
- The ability to dissect and communicate complex concepts to our customers
- The desire to work as a team and share actionable feedback that will guide operational and strategic improvements
- Enthusiasm for talking to people, over the phone, by email or on chat!
- A natural conversationalist - you keep the conversation flowing and are a pleasure for our clients to speak to!
- Lots of empathy, especially when it comes to speaking about health conditions or private financial situations
- A self-starter, someone who can take ambiguity from customers and their team, and produce amazing results
- A willingness to understand and live PolicyMe’s core values when it comes to advice on what a customer needs and what products are best suited to meet those needs
- Nice to haves include bilingualism in French as well as holding a Quebec Life Insurance License
Please note: This is a full-time position (40 hours per week) with 1-weekend shift per month. As a standard procedure for audit compliance, this position is subject to credit checks, background checks, and reference checks.
Why join us:
- Generous PTO - 20 vacation days
- Access to stock options, and health benefits
- A remote-first team with company paid, in-person socials and the option to work from our Toronto-based office
- Resources to help your professional development, including an L&D budget, performance reviews twice a year and ongoing feedback to ensure you reach your highest potential
- Work with an empathetic, high-performing team in a flexible, results-oriented environment
Commitment to Equal Opportunity:PolicyMe is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, colour, religion, sex, sexual orientation, gender identity, national origin, or disability status. We thank all applicants for their interest, however, only those selected for an interview will be contacted.
