Life Insurance Advisor at an Insurtech Startup

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. 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.