Bilingual Licensed Insurance Advisor – Remote

PolicyMe; Toronto; Hybrid; CAD 88,000 - 120,000; Full time

Benefits offered by this job

20 vacation days

Full benefits paid by PolicyMe

L&D budget

AI tooling budget

Performance reviews twice a year

Remote-first team

Work-from-home option

Office in Toronto (in-person twice a‑y

Stock options

Experiential socials

Job summary

PolicyMe, a Toronto-based, remote-first insuretech, seeks a bilingual Licensed Insurance Advisor to educate customers on life, critical illness, and health & dental options and manage inbound leads via our digital platform.

You will speak French and English, guide buyers through the process, and collaborate with a fast-growing team to improve customer experience; licensing in Quebec is welcome and advancement opportunities exist.

Qualifications

• Bilingual in French and English with strong written and verbal communication.
• Licensed Life and Accident & Sickness insurance agent with a valid LLQP.
• 1-4 years of experience in insurance or related industry.
• Experience managing a high-volume pipeline with strong organizational skills.
• Proven track record of exceeding sales targets in a consultative sales environment.
• Ability to manage objections and explain complex concepts clearly.
• Growth mindset and willingness to learn and improve.
• Ownership over your work and your pipeline.

Responsibilities

• Help prospective clients navigate life, critical illness, and health & dental insurance options using PolicyMe’s digital platform and your product knowledge.
• Speak with customers in both French & English to answer questions and guide them through the buying process.
• Manage a high-volume pipeline of inbound leads monthly.
• Use HubSpot to track conversations, follow-ups, and application stages.
• Recommend the right coverage based on customer needs, using a clear and honest consultative approach.
• Maintain high-quality service across phone, email, and SMS channels.
• Address customer questions related to their needs, product details, or how the insurance process works.
• Collaborate with teammates and team leads to improve workflows and elevate the customer experience.
• Ensure every prospective customer receives the same honest, helpful, and human service PolicyMe is known for.
• Other duties as required.

Skills

Bilingual (French & English)

HubSpot

Pipeline management

Sales targets

Objection handling

Communication skills

Empathy

Ownership of work/pipeline

Education

LLQP certification

Tools

HubSpot

Job description

PolicyMe, a Toronto-based, remote-first insuretech, seeks a bilingual Licensed Insurance Advisor to educate customers on life, critical illness, and health & dental options and manage inbound leads via our digital platform.

You will speak French and English, guide buyers through the process, and collaborate with a fast-growing team to improve customer experience; licensing in Quebec is welcome and advancement opportunities exist.