Life Insurance Advisor — Tech-Driven Startup Growth

PolicyAdvisor; Oakville; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Performance-based bonuses

Collaborative culture

Job summary

PolicyAdvisor is seeking a Life Insurance Advisor to join a fast-growing insurtech startup in Canada. You will guide clients through digital insurance options, explain life and living benefit products, and deliver trusted, applied advice with a focus on service quality.

You’ll work with an inbound channel, build relationships, and collaborate with product teams to improve the customer journey while advancing your career in a dynamic, tech-enabled environment.

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.

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 skills

Problem solving

Education

Finance degree

Tools

CRM tools

Underwriting software

Job description

PolicyAdvisor is seeking a Life Insurance Advisor to join a fast-growing insurtech startup in Canada. You will guide clients through digital insurance options, explain life and living benefit products, and deliver trusted, applied advice with a focus on service quality.

You’ll work with an inbound channel, build relationships, and collaborate with product teams to improve the customer journey while advancing your career in a dynamic, tech-enabled environment.