Customer Support Advisor (LLQP Licensed)

Greenstone Financial Services Canada; Toronto; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

4 weeks vacation per year

Hybrid role – 3 days in office, 2 days

Hybrid work environment

Health benefits

License/licensing costs coverage

Ongoing training and coaching

Career development opportunities

Job summary

Greenstone Financial Services Canada is seeking a dynamic LLQP licensed Customer Support Advisor to join our team in Ontario. You will handle inbounds and outbounds, assist with policy inquiries, and ensure high-quality client interactions.

The role emphasizes relationship building, problem solving, and accurate documentation, with a hybrid work model and ongoing coaching. Eligibility requires LLQP and 1–2 years call center experience; bilingualism is a plus.

Qualifications

• Licensing: LLQP certification required (Ontario focus).
• Call centre experience: 1–2 years in service or sales.
• Strong client relationship management experience.
• Excellent communication and warm phone presence.
• Proven interpersonal and teamwork abilities.
• Familiarity with CRM platforms and data-driven engagement.
• Attention to detail in handling client information and transactions.
• Financial literacy to explain policy options clearly.
• Sales and retention experience in financial services.
• Customer-centric problem solving and empathetic resolution.
• Analytical thinking and ability to handle pressure.
• Strong work ethic and proactive mindset.
• Time management to prioritize tasks efficiently.
• Autonomy to work independently in a fast-paced setting.

Responsibilities

• Handle client requests, payment arrangements, policy updates and disclosures.
• Provide insurance advice and ensure appropriate coverage for clients.
• Document interactions accurately and maintain records.
• Meet performance targets and contribute to team KPIs.
• Stay updated on company policies and licensing requirements.

Skills

LLQP Certification

Call Center

Relationship Mgmt

Communication

Interpersonal Skills

CRM Tools

Attention to Detail

Financial Literacy

Sales & Retention

Problem Solving

Empathy

Analytical Thinking

Work Ethic

Time Management

Autonomy

Tools

CRM Systems

Job description

**ONLY CANDIDATES WITH THEIR LLQP WILL BE CONSIDERED AT THIS TIME**

We are looking for dynamic and motivated individuals who pride themselves on delivering the best possible customer experience to join our fantastic Customer Support Team!

PURPOSE OF THE ROLE

Establish and nurture meaningful relationships with clients to support their journey from providing insurance advice, advising on inquiries and addressing concerns our clients might have throughout the lifetime of the policy. This includes inbounds and outbounds, attending to scheduled callbacks, assisting with payment-related inquiries, capturing answers on UW questions, handling complaints, addressing concerns or answering policy related inquiries, and addressing clients’ needs. The advisor will ensure that every client interaction is completed with excellent client experience. As an LLQP licensed insurance professional, the role is pivotal in securing outstanding premiums and maintaining long‑term client retention and satisfaction.

KEY ACCOUNTABILITIES

The following aspects of this role are indicative only and in no way limit the company in allocating additional accountabilities (specific tasks, projects or related activities) to the employee, within the scope of the employee’s level of competence, experience, knowledge and qualification.

Client Loyalty & Revenue Optimization

• Handle a wide range of client requests, including correspondence requests, payment arrangements, policy detail updates, coverage adjustments, further disclosures, claims intake and refund processing, in accordance with documented guidelines.
• Understand the system and actively listen to client’s financial issue to support premium collection through relationship-driven communication
• Provide accurate, clear information to clients while maintaining a professional and empathetic approach across all interactions.
• Provide insurance advice to assist clients with understanding the features and benefits of the policy, ensuring clients have adequate insurance coverage for the needs as well as manage/adjust the policy with clients throughout the lifetime of the policy.
• Follow and apply all quality assurance, compliance guidelines, and maintain accurate records at all times
• Resolve client complaints with empathy and escalat... (continue as original text)
• Accurately document all interactions to maintain complete and compliant business records.
• Meet individual performance targets and contribute to overall team and business revenue objectives
• Stay informed of updates to company policies, procedures, and processes to ensure compliance and consistency in service delivery.
• Maintain all required licenses to operate as a life insurance advisor across applicable jurisdictions.

Client Experience & Relationship Management

• Build lasting relationships through active listening, empathy, and personalized engagement to build rapport and foster trust and long‑term loyalty.
• Ensure all client requests are managed within agreed service standards whilst also adhering to the process requirements of the business.
• Investigate and resolve client inquiries,
• Address client complaints professionally and empathetically, ensuring timely resolution and a positive experience.
• Leverage CRM tools and client insights to tailor interactions and proactively anticipate client needs.
• Consistently deliver accurate information and maintain a high standard of customer service across all touchpoints.
• Participate actively team huddles and team initiatives such as performance incentives to drive KPIs and enhance service quality.
• Monitor and report trends and emerging trends for potential optimization on existing process or new processes to enhance efficiency and provide actionable insights to management.
• Recommend solutions to recurring client issues and collaborate with leadership to improve service processes.
• Apply coaching and feedback from managers to continuously improve performance and client engagement to meet role expectations.
• Communicate effectively and professionally with cross‑functional teams to support client needs.

Position Requirements

• Licensing: LLQP certification required (minimum Ontario; additional jurisdictions considered an asset).
• Call Centre Experience: 1-2 years in a service, sales, customer service and relationship management
• Client Relationship Management: Proven experience in customer engagement, ideally within insurance, financial services, or other client-facing sectors.
• Communication Skills: Warm, enthusiastic, and engaging phone presence with a natural ability to build rapport and foster strong client relationships that support business outcomes.
• Interpersonal Strengths: Excellent communication skills with a genuine passion for helping people; able to infuse personality into client conversations to foster connections while maintaining professionalism.
• Technology Proficiency: Familiarity with CRM platforms and data-driven customer engagement strategies.
• Attention to Detail: Demonstrated accuracy in handling client information and transactions.
• Financial Literacy: Ability to clearly explain financial arrangements, health and lifestyle planning, and policy-related financial matters.
• Sales & Retention Expertise: Proven ability to communicate product features and benefits effectively, with a track record in sales, service, and retention.
• Client‑Centric Problem Solving: Strong ability to understand client concerns and offer tailored solutions aligned with business objectives.
• Empathy & Complaint Resolution: Skilled in managing client complaints with empathy and professionalism, ensuring positive outcomes.
• Analytical Thinking: Highly developed problem‑solving skills and the ability to think critically under pressure.
• Work Ethic: Positive, proactive, and self‑motivated approach to work.
• Time Management: Exceptional organizational skills with the ability to prioritize and manage tasks efficiently.
• Autonomy: Comfortable working independently in a fast‑paced call centre environment.

BENEFITS

That's why you can expect to be rewarded for the hard work you put in through job satisfaction, career development and the fantastic range of benefits we offer:

What's in it for you?

• Meaningful training and onboarding program to set you up for success, plus ongoing coaching and support
• 4 weeks vacation per year
• 10 paid sick days per year
• Hybrid role – 3 days in office and 2 days work-from-home (following successful transition to the sales floor)
• 100% employer paid health benefits from day 1 including $500 Healthcare Spending Account
• Parental leave top‑up
• 5% RRSP matching after 3 months of service
• Learning and growth opportunities
• Will pay for memberships and renewals/ongoing licensing costs for relevant provinces
• Free weekly lunches, epic social events, and more!