Insurance Advisor

PolicyAdvisor Brokerage (PAB) Inc.

Job Location:

Oakville - Canada

Monthly Salary: $ 45000 - 45000

Experience Required: 1-3years

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

LIFE INSURANCE ADVISOR ROLE - EXCITING INSURTECH STARTUP

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. 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; were going to help even more in 2025 and beyond.

Are you ready to help build and get more Canadians covered And give an age-old industry the jolt it needs Then read on.

Who were looking for:

Are you building a career in the insurance industry

Do you consider yourself a natural when it comes to client management and customer service

Do you want to have a big impact on an early-stage well-funded startup

Were searching for an enthusiastic finance graduate seeking to build a career in the financial services life insurance space. The role will be at the intersection of technology and insurance and require managing prospective buyers and clients that come to our digital platform. The selected candidate is expected to deliver informed and accurate advice on a wide variety of life and living benefit insurance products in a charismatic helpful manner.

Our team is growing and this role offers significant opportunities for career advancement.

Responsibilities

No cold calling - we have a strong inbound acquisition channel

Manage relationships and deliver excellent customer service

Explain how life insurance and related products work and provide expert insurance advice and guidance to customers.

Assist customers with our digital tools and walk them through the application and underwriting process.

Review digital life insurance applications for accuracy before submission to the insurance carrier(s).

Help customers submit medical and non-medical forms and schedule appointments required to satisfy underwriting requirements.

Regularly communicate with customers through various channels including phone email web and video chat.

Demonstrate expertise in non-face-to-face carrier workflows underwriting processes and software tools.

Act as the main channel of feedback between customers and product teams to drive improvements to our process and technology.

Requirements

Work experience or interest in life & living benefit insurance sales or service.
Life insurance broker license or LLQP is a must.
Passion for customer service and the value of insurance.
Excellent communication skills whether in-person by email or on phone calls.
A deep love of technology and keeping a finger on the pulse of all things digital.
Strong problem-solving skills and attention to detail.
Must value ethics and integrity.
Creativity and a natural inclination to think outside the box are highly valued skills on our team.
Motivated to learn and grow professionally and contribute to the companys growth and culture.
Enjoy working on a team but also self-motivated.

Benefits

Casual dress
Dental care
Extended health care
Life insurance
On-site parking
Paid time off
Vision care
Work from home

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)

LIFE INSURANCE ADVISOR ROLE - EXCITING INSURTECH STARTUP 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 m...