Customer Success Advocate

PetleyHare Insurance Brokers; Oshawa; On-site; CAD 50,000 - 63,000; Full time

Job summary

PetleyHare Insurance Brokers is seeking a client-focused professional to service existing clients in a personal lines capacity. You will cross-sell and upsell while maintaining a strong, positive client experience and collaborating with a motivated team.

The role emphasizes clear communication, efficient use of insurance software, and timely responses to inquiries. A strong team player with a paperless mindset will thrive in this environment.

Qualifications

• RIBO license is mandatory.
• Minimum 2 years of Personal Lines customer service experience.
• Certifications such as CAIB or CIP are assets.
• Experience with SIG/EPIC systems is an asset.
• Ability to work in a paperless environment.
• Strong written and verbal communication; ability to work in a team.

Responsibilities

• Servicing existing clients and handling cross-selling and upselling.
• Promotes company core values when interacting with clients and co-workers.
• Creates a positive client experience by understanding and meeting needs.
• Rely on efficiency when using multiple computer programs and applications.
• Advocate, communicating important insurance solutions and coverages.
• Explain coverage and limits; discuss products to address gaps.
• Receive incoming calls & emails and respond promptly.
• Build relationships with clients, your team and underwriters.
• Deliver an exceptional experience through various client contact methods.

Skills

Excellent communication skills

Team player

Multitasking

Time management

Customer service mindset

Education

RIBO Licensed

2+ years Personal Lines customer service

CAIB or CIP asset

SIG/EPIC experience asset

Job description

At PetleyHare, success is about more than numbers - it’s about people. We’ve built a vibrant, supportive culture where collaboration, growth, and celebrating wins together are at the heart of everything we do. This isn’t just another customer service role; it’s a chance to be part of something truly special.

If you’re ready to grow your career with a true industry leader, thrive in an award-winning culture, and have fun along the way, we’d love to hear from you.

The Role:

Overall Responsibility: Servicing, Cross-selling, and Upselling our existing clients

·Will work with a team who is passionate and enthusiastic about putting the customer first and ready to celebrate your success

·Promotes company core values when interacting with clients and co-workers

·Creates a positive client experience by understanding and meeting and exceeding the customers’ needs

·Will rely on your efficiency when using multiple computer programs and applications at once

·You’re an advocate, communicating important insurance solutions and coverages to our customers

·Clearly explain coverage and limits to clients, discuss products to address needs and gaps in coverage

·Receive incoming calls & emails and respond in a timely manner

·Build relationships with clients, your team and underwriters

·Wanting to serve and deliver an exceptional experience through different methods of contact based on the preference of our clients

·Empowered to do the right thing to get the job done well

·Complete real-time quotes and policy changes on company partner portals

Qualifications & Skills:

·Mandatory RIBO Licensed required

·2+ years experience of Personal Lines customer service

·CAIB and/or CIP an asset

·SIG/EPIC Experience an asset

·Ability to work in a paperless environment

·Must be open and adaptable to new technology

·Excellent communication skills both oral and written

·Ability to work within a team and create a supportive environment

·Strong ability to multi-task, prioritize, and manage time effectively

·Actively enjoys workplace comradery and light-hearted fun!

Salary Range: $50,000–$63,000 per year

Petley-Hare is an equal opportunities employer and is committed to a diverse and inclusive workplace. We are committed to providing accommodations in all roles through recruitment and employment in accordance with applicable human rights and accommodation legislation. Please advise our People & Culture team ([e-mail]) if you require accommodation, including in order to apply for a position.