Insurance Advisor - Sales / Service - RIBO

Cheep Insurance; Kelowna; Remote; CAD 40,000 - 60,000; Full time

Job summary

A leading online insurance brokerage is looking for a Customer Service Representative to enhance client experience from home. Ideal candidates will have excellent customer service skills, relevant qualifications, and a passion for innovation in a fun and dynamic work environment. This position offers opportunities for growth and engagement in a collaborative team culture.

Benefits

Work from home flexibility

Innovative team environment

Supportive employer practices

Qualifications

• Strong proficiency in customer engagement and service.
• Ability to thrive in a fast-paced environment and manage client needs effectively.
• Excellent communication skills both verbal and written.

Responsibilities

• Provide top-notch customer service via phone and email.
• Support policy retention by addressing cancellation inquiries.
• Regularly update and maintain client records for accuracy.

Skills

Customer service

Communication

Education

Post-secondary education or equivalent experience

Valid RIBO License

CAIB (completed or in progress)

Tools

EPIC (Broker Management System)

Zoho

Microsoft Office

Job description

Cheep Insurance is not your traditional insurance brokerage. As Atlantic Canada’s first and only 100% online broker, our team gets to work from the comfort of their homes every day.

As an innovative brokerage, we’ve been ruffling feathers in the industry since our launch in summer 2016 – and our significant success since then means we’re now looking to grow our team (again!)

We are on the hunt for someone with exceptional customer service skills to help us service our growing book of business. In this role, you’ll have the opportunity to work with a small group of energetic, intelligent, and results-focused team members in a fun work atmosphere where technology is revered.

Key Accountabilities :

KA1 Provide excellent customer service via phone or email.

KA2 Support retention goals by shopping policies and saving clients during cancellation inquiries.

KA3 Increase Cheep Insurance's online presence and positive Google reviews.

KA4 Ensure all necessary software is functioning for the duration of shifts and report issues.

KA5 Regularly review and update client files for accuracy.

KA6 Respond promptly to emails and voicemails, notifying the service manager if delays occur.

KA7 Check and action all email folders daily, including personal and shared ones.

KA8 Prioritize and address personal and team activities daily.

KA9 Help increase policies per client by cross-selling and upselling.

KA10 Attend monthly 1 : 1 coaching sessions and engage in team discussions.

KA11 Use Epic and or Zoho to track and report daily activities.

Qualifications and Competencies :

• Post-secondary education and / or equivalent on the job experience
• Valid and up to date RIBO License
• Completed or working towards CAIB - nice to have
• In- depth understanding of our insurer partners’ product offerings and processes
• Excellent verbal and written communication skills
• Proficiency with computer applications including EPIC (Broker Management System), Zoho, Applied Rating Services (ARS) and Microsoft Office
• Ability to work in a high customer engagement environment
• Ability to work individually as well as part of a team

Compensation :

Depending on which team you join, you compensation may be straight salaried or a combination of salary & commissions.

WORKING AT CHEEP INSURANCE

Our mission is to simplify the insurance experience and help clients find the best price out there – quickly & easily. We invest in top technologies, continuously improve our workflows, and innovate to be the best we can every day. And unlike a lot of companies, we prioritize both the client and employee experiences to make sure everyone is happy.

We encourage submissions from candidates who represent the various dimensions of diversity. We are committed to providing barrier-free and accessible employment practices.

Cheep Insurance is an equal-opportunity employer and provides accommodations upon request to ensure all candidates feel comfortable and supported throughout the selection process.