Insurance Advisor

PolicyAdvisor Brokerage (PAB) Inc.; Oakville; On-site; CAD 50,000 - 70,000; Full time

Job summary

PolicyAdvisor Brokerage (PAB) Inc. is seeking a Life Insurance Advisor to join our insurtech startup in Canada. The role focuses on managing inbound prospects, delivering informed life and living benefit insurance advice, and guiding customers through the digital application and underwriting process.

You will educate clients about how policies work, support across channels, and help drive adoption of our online platform with a charismatic, customer-focused approach.

Qualifications

• 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 company's growth and culture.
• Enjoy working on a team, but also self-motivated.

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.

Skills

Customer service

Communication

Tech-savvy

Problem solving

Ethics & integrity

Education

LLQP OR Life Insurance Broker License

Job description

PolicyAdvisor Brokerage (PAB) Inc. | Full time

LIFE INSURANCE ADVISOR ROLE - EXCITING INSURTECH STARTUP

PolicyAdvisor.com is an exciting, early-stage, insurtech startup that is transforming the way Canadians buy insurance. We've built a brand-new digital insurance platform that offers a simple, intuitive alternative to the archaic, offline distribution model used by most of Canada's insurance industry. With a compelling vision, proven management team, and significant seed funding, PolicyAdvisor.com brings innovation and disruption to the rapidly evolving insurtech space. Since launching in Q2-2019 we've helped countless Canadians get the coverage they need; we're going to help even more in 2025 and beyond.

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

Who we’re 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?

We're 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 company's growth and culture.
• Enjoy working on a team, but also self-motivated.