LLQP Insurance Onboarding & Retention Advisor

Greenstone Financial Services Canada; Toronto; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

4 weeks vacation

10 paid sick days

Hybrid in-office 3 days / WFH 2 days

Employer-paid health benefits

RRSP matching

Job summary

Greenstone Financial Services Canada is seeking a licensed LLQP insurance professional to establish and nurture client relationships from onboarding through ongoing engagement. You will assist with payment arrangements, address concerns to prevent cancellations, and secure outstanding premiums via inbound/outbound calls.

You will collaborate with advisors to support premium collections, maintain accurate records, and ensure compliant, high-quality client interactions across service, sales, and

Qualifications

• LLQP licensing required (Ontario, others asset).
• 1–2 years in call centre service, sales, retention or collections.
• Experience in customer engagement within insurance or financial services.
• Excellent communication with a client-focused approach.
• Familiarity with CRM tools and data-driven engagement strategies.
• Strong attention to detail in handling client information and transactions.
• Ability to explain financial arrangements clearly and confidently.
• Proven sales and retention capabilities across product features and benefits.
• Strong analytical thinking and problem-solving under pressure.
• Excellent time management and ability to work autonomously.

Responsibilities

• Establish and nurture relationships with clients from onboarding through ongoing engagement.
• Support premium collections and arrange payment options to retain policies.
• Address missed payments and prevent cancellations through empathetic outreach.
• Document all interactions and updates in policy and payment records.
• Maintain licensing requirements across applicable jurisdictions.
• Provide accurate information and maintain high standard of service during all touchpoints.
• Monitor client policies to prevent cancellations and support renewals.
• Escalate complex issues with empathy to ensure timely resolutions.
• Collaborate with advisors and leadership to improve service processes.
• Meet individual performance targets and contribute to revenue objectives.
• Keep up-to-date with company policies and procedures.

Skills

LLQP licensing

Call centre experience

Client relationship management

Interpersonal skills

CRM familiarity

Attention to detail

Financial communication

Sales and retention

Analytical thinking

Time management

Autonomy

Tools

CRM platforms

Job description

Greenstone Financial Services Canada is seeking a licensed LLQP insurance professional to establish and nurture client relationships from onboarding through ongoing engagement. You will assist with payment arrangements, address concerns to prevent cancellations, and secure outstanding premiums via inbound/outbound calls.

You will collaborate with advisors to support premium collections, maintain accurate records, and ensure compliant, high-quality client interactions across service, sales, and