Licensed Insurance Advisor (Lia) – Individual Direct Channel

WHO WE ARE

GreenShieldis a proudly Canadian national non-profit health care and insuranceorganization driven by our mission of Better Health for believe health care is aright not a privilege and we are committed to improving health outcomesadvancing health equity and building a future where every Canadian can reachtheir full health and well-being potential.

Throughour unique integrated payer-provider (payvider) model we offerinsurance administer benefits and pay claims as a payer while offeringhealth care services such as mental health pharmacy telemedicine and chronicdisease management as a provider. As a non-profit social enterprise without shareholders we reinvest our excessearnings to directly support underserved communities. Through GreenShieldCares we positively impacted the health and well-being of over one millionCanadians between 2020 and 2025. Whats driving us now is the commitment to measurably impact an additionalthree million Canadians by 2030 across mental health essential medicinesand chronic disease management through scalable initiatives that delivermeaningful change in pursuit of our mission of Better Health for All.

AtGreenShield our culture is where purpose meets passion and performance. Our teams work as one to delivermeaningful measurable impact for the people and communities we serve.

THEROLE IN A NUTSHELL

Base Salary: CAD $67517.00 - 84396.00

The Licensed InsuranceAdvisor (LIA) will be responsible for supporting potential and existing Individualinsurance clients and meeting sales and retention targets through GreenShieldsin-house sales centre. This includes new client acquisition client retentionrelationship building and supporting cross selling and other initiatives fromwithin the organization. This role requires a needs-based approach that putscustomers first with all that they do. The position reports to the ManagerSales & Retention Individual Direct Channel and may have the opportunityto periodically work with other lines of business throughout GreenShield.

This role is a hybrid rolewith 2 days each week in our Toronto office.

Here is what the roleentails.

Activities

• Connect with potential and/or existing GreenShield Individual insurance clients to gain an understanding of their needs and recommend a solution that best meets those needs
• Leverage GreenShield contact strategy to engage with clients through inbound & outbound calls and email
• Promote additional GreenShields products or solutions as required
• Support our clients through outbound and inbound calling whilst providing a first-class customer experience
• Achieve sales retention quality and activity targets
• Capture and provide feedback from clients to help improve GreenShield processes products and services
• Accurately complete all CRM and Telephony logging activities to support continued analytics

Continuous Improvement

• Participating in regular sales coaching session with your direct line Manager
• Review individual performance and adjust as required to achieve pre-set targets and goals
• Other ongoing training and continuous learning opportunities as they arise

Industry Awareness and Compliance

• Maintain all valid LLQP licensing requirements which includes maintaining Continuing Education (CE) credits to remain in good standing with the regulator

WHO WERE LOOKING FOR

Were looking for a uniqueindividual who is passionate about helping us create better health for allCanadians.

Education & Experience

• Post-secondary degree or diploma preferred or equivalent work experience
• 2 year experience in sales or retention in a call center environment
• Experience in insurance sales a plus
• Full LLQP/HLLQP for at least two consecutive years (preferred)
• Ability to secure additional provincial licensing within the first three months of employment
• Previous insurance or financial industry knowledge
• Familiar with various insurance products (Health & Dental Travel) and how they provide value for our clients
• Previous experience with call center methodologies and tools

Skills & Competencies

• Able to maintain a client centric approach to your work and build last relationships between GreenShield and clients
• Solid understanding of needs-based sales principles soft skills and how to support different types of clients in a performance-driven environment
• Excellent communication and collaboration skills with the ability to work across diverse teams and stakeholders
• Strong organizational skills and the ability to prioritize and triage workloads
• Excellent verbal and written communication/presentation skills; confident credible and personable
• Professional with a strong and responsive approach to work in a fast-paced high volume call centre environment
• Strong personal integrity and work ethic; takes responsibility; likes to be held accountable and prides themselves on their results
• Desire for continuous improvement and skilled at applying feedback

THE CULTURE
We believe a career should be meaningful. Not just ameans to earn a living. Our culture is one where everyones voice is heard andvalued. Because thats what it takesto create better health for all. We dare to challenge the status quo. And weredriven by people who have challenged theirs. We believe that yourworkplace should empower you to be the best version of yourself. Thats why we provide aplace where you can be inspired challenged and rewarded.

Where your growth means our growth.
Where your voice is heard and valued.
Where your work has purpose. And purpose matters.

We believe our people arecritical to our overall success. Inclusivity makes us a stronger smarter andmore informed organization. Being intentionally inclusive of diversebackgrounds perspectives and experiences will enhance our company culture topositively impact how we support our communities. A career at GreenShield isnt just about personalachievements its about making adifference together.

Heres to Better Health for All!

AFEW MORE DETAILS
Proficiency in English is requiredfor this position. As part of this role you will be required to communicatewith colleagues or customers who use English as their primary language. By requiring English proficiency for thisposition we aim to ensure that our employees can excel in their rolescollaborate and communicate effectively and contribute to the success of ourorganization.

GS supports diversity equity andinclusion in our teams and communities and we value the unique contributionsmade by all. Even if your experience doesnt align perfectly to everyrequirement we invite you to apply. We encourage applications fromall candidates and will accommodate needs under human rights legislationthroughout all stages of the recruitment and selection process. Please let usknow of any accommodation through Information received relating toaccommodation will be addressed confidentially.

Providing this information givesGS consent to use your personal information to assess your suitability forspecific positions future opportunities or for your personnel file. Yourrésumé will be held in strict confidence and will be viewed only by theOrganization. Information may be stored outside of Canada and could be used foraggregate statistical purposes (which uses no personal identification).

AI Usage - GreenShield leverages AI to help produce Job Descriptions and ideate on interview questions. We also leverage AI for interview transcription support.

Required Experience:

Unclear Seniority