Customer Service Representative
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Job Location:
Monthly Salary:
Experience Required:
Posted on:
20 hours ago
Vacancies:
1 Vacancy
Job Summary
Company description
is an exciting early-stage insurtech startup that is transforming the way Canadians buy insurance. Weve built a brand-new digital insurance platform that offers a simple intuitive alternative to the archaic offline distribution model used by most of Canadas insurance industry.
Job description
The way Canadians buy life insurance is changing; do you want to be part of it
is an exciting early-stage insurtech startup that is transforming the way Canadians find and buy the protection they need. Weve built a brand-new digital insurance platform that offers a simple intuitive alternative to the archaic offline distribution model used by most of Canadas insurance industry.
With a compelling vision proven management team and significant seed funding brings innovation and disruption to the rapidly evolving insurtech space. Since launching in Q2-2019 weve helped countless Canadians get the coverage they need.
Are you ready to help build and get more Canadians covered And give an old-fashioned industry a kickstart into the digital age Then look no further.
Who were looking for:
We are looking for a talented Customer Service and Operations manager interested in a high growth role at an early stage well-funded startup. Our team is small but growing so your role matters to us and offers significant growth. Youll participate in the development and ongoing enhancements of PolicyAdvisors customer operations but connect to all business areas (meaning youll have a chance to influence sales customer service product strategy and more).
In this position you will help the PolicyAdvisor team develop exceptional operational and service standards to support rapidly growing business needs and meet strategic objectives. You will support the team in identifying quantifying prioritizing and delivering the operational changes required to continue to build a sustainable high-growth business. Youll work directly with various internal business leaders and external stakeholders.
Traits:
Excellent quantitative analysis and critical thinking abilities.
Strong analytical & mathematical skills to assimilate complex information with a proven ability to translate vision and strategic priorities into operational and financial realities
Enthusiastic. Willing to roll up sleeves and get into details. Eager for that extra mile to better the operations processes.
Responsibilities:
Collaborate in the design development implementation and management of core business/group processes and operations.
Assist the brokerage and operations teams in managing escalated client relationships & delivering excellent customer service for clients.
Work with the brokerage team to provide an exceptional insurance shopping experience for customers including assistance in quote generation & post-sales follow-ups.
Complete process checks to ensure documentation is up-to-date and valid to ensure accuracy.
Conduct regular audits of CRM tools and practices based on established guidelines.
Analyze data and information to provide business insights and recommendations.
Act as the Subject Matter Expert for insurance procedures and operations.
Requirements
Ideal background:
2-5 years of operations or customer management experience at a leading financial institution or successful consumer service company. Work experience in an online business will be helpful although not a requirement
Financial services or insurance experience is preferred
Strong proficiency with spreadsheets and data tables.
Problem-solving skills and a strong desire to take ownership of tasks and processes and a willingness to learn
Understanding of risk regulatory and compliance requirements
Exceptional written and verbal communication; strong collaboration skills
Bachelors degree in Business Finance or Operations or related fields or equivalent practical experience; MBA is a plus (or enough career experience that degrees arent the most interesting thing youve accomplished)
Benefits
Salary and Benefits
PolicyAdvisor is a fast-growing company and presents a great opportunity to assume a leadership role. We expect massive growth over the next few years. Which will provide significant opportunities for advancement
Competitive base salary
Competitive health benefits
Relaxed collaborative office setting - previously in downtown Toronto but over Zoom for the foreseeable future. New ideas are encouraged as we continually enhance the insurance-buying experience and make protection products accessible for all Canadians
Job Types: Full-time Permanent
Remote work
Job Types: Full-time Permanent
Salary: $45000.00-$50000.00 per year
Required Skills:
Ideal background: 2-5 years of operations or customer management experience at a leading financial institution or successful consumer service company. Work experience in an online business will be helpful although not a requirement Financial services or insurance experience is preferred Strong proficiency with spreadsheets and data tables. Problem-solving skills and a strong desire to take ownership of tasks and processes and a willingness to learn Understanding of risk regulatory and compliance requirements Exceptional written and verbal communication; strong collaboration skills Bachelors degree in Business Finance or Operations or related fields or equivalent practical experience; MBA is a plus (or enough career experience that degrees arent the most interesting thing youve accomplished)
Company Industry
IT Services and IT Consulting
Key Skills
- Typing
- Data Entry
- Customer Service
- Basic Math
- Computer Skills
- Windows
- Banking
- Upselling
- Pricing
- Sanitation
- Cash Handling
- Stocking
