LICENSED INSURANCE ADVISOR (LIA) – INDIVIDUAL DIRECT CHANNEL

Green Shield Canada (GSC); Toronto; Hybrid; CAD 68,000 - 84,000; Full time

Job summary

GreenShield Canada is seeking a Licensed Insurance Advisor for a hybrid role with 2 days per week in our Toronto office. The position supports Individual insurance clients, aiming to meet sales and retention targets through a needs-based approach that puts customers first.

Base salary ranges CAD 67,517 to 84,396, with LLQP licensing and ongoing CE credits required. Prior insurance sales and call-center experience are highly valued as you build relationships and cross-sell products.

Qualifications

• Post-secondary degree or diploma or equivalent work experience.
• 2+ years in sales or retention in a call center environment.
• Experience in insurance sales is a plus.
• Full LLQP/HLLQP for at least two consecutive years.
• Ability to secure additional provincial licensing within the first three months of employment.
• Familiar with health & dental, travel insurance products and their client value.
• Experience with call center methodologies and tools.

Responsibilities

• Support potential and existing Individual insurance clients and meet sales and retention targets.
• Acquire new clients, retain existing ones, and build client relationships; support cross selling.
• Work with in-house sales centre and collaborate with other lines of business as needed.
• Maintain client CRM and telephony data; deliver first-class customer experience.
• Adhere to LLQP licensing requirements and CE credits; stay compliant.

Skills

Client-centric

Needs-based selling

Communication skills

Relationship building

Team collaboration

Education

Post-secondary degree or diploma or equivalent work experience

2+ years sales or retention in a call center

LLQP/HLLQP licensing (full)

Ability to obtain provincial licensing within 3 months

Tools

CRM systems

Telephony tools

Job description

WHO WE ARE

GreenShieldis a proudly Canadian, national non-profit health care and insuranceorganization, driven by our mission of Better Health for All.We believe health care is aright, not a privilege, and we are committed to improving health outcomes,advancing health equity, and building a future where every Canadian can reachtheir full health and well-being potential.

Throughour unique integrated payer-provider (\"payvider\") model, we offerinsurance, administer benefits, and pay claims as a ‘payer’ while offeringhealth care services such as mental health, pharmacy, telemedicine, and chronicdisease management as a ‘provider’. As a non-profit social enterprise without shareholders, we reinvest our excessearnings to directly support underserved communities. Through GreenShieldCares, we positively impacted the health and well-being of over one millionCanadians between 2020 and 2025. What’s driving us now is the commitment to measurably impact an additionalthree million Canadians by 2030 – across mental health, essential medicines,and chronic disease management – through scalable initiatives that delivermeaningful change in pursuit of our mission of Better Health for All.

AtGreenShield, our culture is where purpose meets passion and performance. Our teams work as one to delivermeaningful, measurable impact for the people and communities we serve.

THEROLE IN A NUTSHELL

Base Salary: CAD $67,517.00 - 84,396.00

The Licensed InsuranceAdvisor (LIA) will be responsible for supporting potential and existing Individualinsurance clients and meeting sales and retention targets through GreenShield’sin-house sales centre. This includes new client acquisition, client retention,relationship building, and supporting cross selling and other initiatives fromwithin the organization. This role requires a needs-based approach that putscustomers first with all that they do. The position reports to the Manager,Sales & Retention, Individual Direct Channel and may have the opportunityto periodically work with other lines of business throughout GreenShield.

This role is a hybrid rolewith 2 days each week in our Toronto office.

Here is what the roleentails.

Activities

• Connect with potential and/or existing GreenShieldIndividual insurance clients to gain anunderstanding of their needs and recommend a solution that best meets thoseneeds


• Leverage GreenShield contact strategy to engage with clientsthrough inbound & outbound calls and email


• Promote additional GreenShield’s products or solutions as required


• Support our clients through outbound and inbound calling whilstproviding a first-class customer experience


• Achieve sales, retention, quality, and activity targets


• Capture and provide feedback from clients to help improve GreenShieldprocesses, products, and services


• Accurately complete all CRM and Telephony logging activities tosupport continued analytics

Continuous Improvement

• Participating in regular sales coaching session with your directline Manager


• Review individual performance and adjust as required to achievepre-set targets and goals


• Other ongoing training and continuous learning opportunities asthey arise

Industry Awareness and Compliance

• Maintain all valid LLQP licensing requirements which includesmaintaining Continuing Education (CE) credits to remain in good standingwith the regulator

WHO WE'RE LOOKING FOR

We’re looking for a uniqueindividual who is passionate about helping us create better health for allCanadians.

Education & Experience

• Post-secondarydegree or diploma preferred or equivalent work experience


• 2+ year experience in sales or retention in a call centerenvironment


• Experience in insurance sales a plus


• Full LLQP/HLLQP for atleast two consecutive years (preferred)


• Ability to secure additional provincial licensing within the first three months of employment


• Previous insurance or financial industry knowledge


• Familiar with various insurance products (Health & Dental,Travel) and how they provide value for our clients


• Previous experience with call center methodologies and tools

Skills & Competencies

• Able to maintain a client centric approach to your work and buildlast relationships between GreenShield and clients


• Solid understanding of needs-based sales principles, soft skills,and how to support different types of clients in a performance-drivenenvironment


• Excellent communication and collaboration skills, with the abilityto work across diverse teams and stakeholders


• Strong organizational skills and the ability to prioritize andtriage workloads


• Excellent verbal and written communication/presentation skills;confident, credible and personable


• Professional with a strong and responsive approach to work in a fast-paced,high volume call centre environment


• Strong personal integrity and work ethic; takes responsibility;likes to be held accountable and prides themselves on their results


• Desire for continuous improvement and skilled at applying feedback

THE CULTURE

We believe a career should be meaningful. Not just ameans to earn a living. Our culture is one where everyone's voice is heard andvalued. Because that’s what it takesto create better health for all. We dare to challenge the status quo. And we’redriven by people who have challenged theirs. We believe that yourworkplace should empower you to be the best version of yourself. That’s why we provide aplace where you can be inspired, challenged, and rewarded.

Where your growth means our growth.

Where your voice is heard and valued.

Where your work has purpose. And purpose matters.

We believe our people arecritical to our overall success. Inclusivity makes us a stronger, smarter andmore informed organization. Being intentionally inclusive of diversebackgrounds, perspectives and experiences will enhance our company culture topositively impact how we support our communities. A career at GreenShield isn’t just about personalachievements, it's about making adifference together.

Here’s to Better Health for All!

AFEW MORE DETAILS

Proficiency in English is requiredfor this position. As part of this role, you will be required to communicatewith colleagues or customers who use English as their primary language. By requiring English proficiency for thisposition, we aim to ensure that our employees can excel in their roles,collaborate, and communicate effectively, and contribute to the success of ourorganization.

GS supports diversity, equity andinclusion in our teams and communities, and we value the unique contributionsmade by all. Even if your experience doesn’t align perfectly to everyrequirement, we invite you to apply. We encourage applications fromall candidates and will accommodate needs under human rights legislationthroughout all stages of the recruitment and selection process. Please let usknow of any accommodation through [e-mail]. Information received relating toaccommodation will be addressed confidentially.

Providing this information givesGS consent to use your personal information to assess your suitability for specific positions, future opportunities or for your personnel file. Your résumé will be held in strict confidence and will be viewed only by the Organization. Information may be stored outside of Canada and could be used for aggregate statistical purposes (which uses no personal identification).

AI Usage - GreenShield leverages AI to help produce Job Descriptions, and ideate on interview questions. We also leverage AI for interview transcription support.