OTL Licensed Insurance Advisor (Remote)

square one insurance; Canada; Remote; CAD 40,000 - 64,000; Full time

Benefits offered by this job

Work from home

Flexible medical, dental, and vision coverage

Short and long-term disability coverage

Participation in the corporate profit-sharing plan

Job summary

A modern insurance provider in Canada seeks an Insurance Advisor to provide quotes and sell policies. The role involves handling calls, assessing client needs, and personalizing insurance policies. Ideal candidates possess strong social skills, at least 2 years of relevant experience, and a high school diploma. The company offers competitive compensation, benefits, and a supportive team environment where personal growth is promoted.

Qualifications

• At least 2 years of experience selling property and/or auto insurance, preferably in a call centre environment.
• At least 1 year of tenure with a recent employer.
• High school diploma, with some post-secondary education preferred.

Responsibilities

• Handling a high volume of calls from clients in a prompt and professional manner.
• Making outbound calls to clients who have received targeted marketing materials.
• Assessing client needs, providing quotes, and ultimately selling policies.
• Promote Square One and encourage clients to do the same.
• Respond to online chat and email inquiries from clients.
• Handle payment-related matters.
• Help clients make changes to their policies.
• Take claims reports from clients.
• Maintain your training and industry knowledge.

Skills

Strong social skills

Excellent client service

Strong telephone skills

Active listening

Consultative sales approach

Education

High school diploma

Post-secondary education

Job description

At Square One, we’re aiming to modernize home insurance so that it better meets the needs of people today, not those from the 1970s or earlier. We’re doing this by eliminating unnecessary complexities built into traditional policies, and by following our guiding principles .

As an insurance advisor, the way you interact with clients can make or break our relationship with them. So, you always aim to represent Square One in a friendly and professional manner. While the focus of your role is on providing quotes and selling policies to new clients, you know it’s just as important to provide great service to existing clients.

Your role

Your success in this role comes from your passion for helping people and your knowledgeable approach. You have strong social skills and genuinely believe it’s fun interacting with new people. You’re good at making real connections with potential clients because you have great listening skills. Once you know what a client needs, you take pride in being able to personalize a policy to those needs and, hopefully, to pass on some savings.

Over 90% of your day is spent on the phone, handling inbound calls and making outbound calls. You never pressure clients into buying a policy, but you’re also not scared to ask for the sale. Dealing with different calls and clients, you tailor your interaction to the situation at hand. And if challenges arise during a call, you take ownership and find graceful ways to deal with them.

One of the things you enjoy most about Square One is the supportive team environment. You’re never set up for failure; instead, you get all the coaching and training that you need to succeed.

Your responsibilities

Working in Square One’s call centre, you are the first and main point of contact for both potential and existing clients. As such, you have many important responsibilities, including:

• Handling a high volume of calls from clients in a prompt and professional manner.
• Making outbound calls to clients who have received targeted marketing materials.
• Assessing client needs, providing quotes, and ultimately selling policies.
• Promoting Square One and encouraging clients to do the same.
• Responding to online chat and email inquiries from clients.
• Handling payment-related matters.
• Helping clients make changes to their policies.
• Taking claims reports from clients.
• Maintaining your training and industry knowledge.

As a member of the Square One team, you have a desire to direct your own work to achieve the responsibilities of your role. You do this by becoming an expert at what you do, and by working with a team that has a broader purpose than just making profit. Those who you work with would describe you as someone who:

• Enjoys working with others and has a passion for helping clients.
• Delivers excellent client service and possesses strong telephone skills.
• Communicates effectively when speaking with, or writing to, others.
• Uses active listening and questioning skills to understand needs and issues.
• Takes a consultative approach to selling.
• Handles objections and deals with rejection well.
• Works well under pressure, both independently and as part of a team.
• Uses sound judgement in making decisions and taking calculated risks.
• Adapts well to, and often initiates, change.
• Enjoys personal development and growth through learning.
• Provides and receives constructive feedback.

Your education + experience

Your experience and education, combined with product and sales training we provide, helps ensure your success at Square One. For this role, you have:

• At least 2 years of experience selling property and/or auto insurance, preferably in a call centre environment.
• At least 1 year of tenure with a recent employer.
• A high school diploma and, preferably, some post-secondary education.

You appreciate the fact that Square One tailors your compensation and benefits in the same way it tailors policies for its clients. Your very competitive compensation and benefits plan includes:

• The ability to work from home.
• Flexible medical, dental, vision and extended health care coverage.
• Short and long-term disability coverage.
• Participation in the corporate profit-sharing plan.

Accessibility

Square One welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. Learn more about our commitment to accessibility .

Why work for Square One?

Probably the shortest and simplest answer for why you should work at Square One is that you want to be part of a tight-knit team where each person’s expertise is respected and valued. You’re done working at places that tell you what to do, how to do it, and that don’t compensate you fairly. To learn more about why you should work for Square One, click the button below.

To apply, please click the button below and submit your resume through our Indeed page. You have our commitment that we will respond to all applicants and inquiries.