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A leading insurtech startup in Ontario seeks a Life Insurance Advisor to enhance client experiences through expert advice and service in life insurance products. This role offers no cold calling, focusing instead on managing inbound customer inquiries and providing tailored insurance solutions. Ideal candidates possess a life insurance broker license, excellent communication skills, and a passion for technology. Join a growing team and play a pivotal role in transforming the insurance industry in Canada.
PolicyAdvisor Brokerage (PAB) Inc. | Full time
PolicyAdvisor.com is an exciting, early-stage, insurtech startup that is transforming the way Canadians buy insurance. We’ve built a brand-new digital insurance platform that offers a simple, intuitive alternative to the archaic, offline distribution model used by most of Canada's insurance industry.
LIFE INSURANCE ADVISOR ROLE - EXCITING INSURTECH STARTUP
PolicyAdvisor.com is an exciting, early-stage, insurtech startup that is transforming the way Canadians buy insurance. We've built a brand-new digital insurance platform that offers a simple, intuitive alternative to the archaic, offline distribution model used by most of Canada's insurance industry. With a compelling vision, proven management team, and significant seed funding, PolicyAdvisor.com brings innovation and disruption to the rapidly evolving insurtech space. Since launching in Q2-2019 we've helped countless Canadians get the coverage they need; we're going to help even more in 2025 and beyond.
Are you ready to help build PolicyAdvisor.com and get more Canadians covered? And give an age-old industry the jolt it needs? Then read on.
Who we're looking for:
Are you building a career in the insurance industry?
Do you consider yourself a natural when it comes to client management and customer service?
Do you want to have a big impact on an early-stage, well-funded startup?
We're searching for an enthusiastic finance graduate seeking to build a career in the financial services life insurance space. The role will be at the intersection of technology and insurance and require managing prospective buyers and clients that come to our digital platform. The selected candidate is expected to deliver informed and accurate advice on a wide variety of life and living benefit insurance products in a charismatic, helpful manner.
Our team is growing, and this role offers significant opportunities for career advancement.
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.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.