Digital-First Remote Home & Auto Insurance Advisor

PolicyMe Corp.; Indiana; Remote; USD 65,000 - 100,000; Full time

Job summary

PolicyMe, a remote-first, Toronto-based startup, is seeking a Home & Auto Insurance Advisor to drive sales and customer-centric conversations for Canada and beyond. You will handle inbound leads, close business, and provide clear guidance while collaborating to refine our sales processes and growth of PolicyMe’s P&C business.

Reporting to the Associate Director, Home & Auto, you’ll leverage a scalable playbook, log activity in HubSpot, and pursue cross-sell opportunities to maximize

Qualifications

• Licensed P&C advisor in Ontario (RIBO Level 1 or higher).
• 3+ years of experience selling personal lines (Home & Auto).
• Builder mentality - entrepreneurial and adaptable, with track record of improving processes.

Responsibilities

• Set the tone and standards for PolicyMe’s P&C customer experience with high-energy, high-conversion interactions.
• Ensure all recommendations and interactions comply with RIBO requirements, carrier guidelines, and internal policies.
• Hit and exceed monthly sales and activity targets; optimize the sales process with new hooks and follow-ups.
• Log accurate data in HubSpot, surface objections, refine qualification criteria and next-best actions.
• Identify bundle and cross-sell opportunities with Life and Health & Dental to increase overall premium per household.

Skills

P&C insurance

Sales mindset

Consultative selling

Education

Licensed P&C advisor in Ontario (RIBO Level 1+)

Tools

HubSpot

Job description

PolicyMe, a remote-first, Toronto-based startup, is seeking a Home & Auto Insurance Advisor to drive sales and customer-centric conversations for Canada and beyond. You will handle inbound leads, close business, and provide clear guidance while collaborating to refine our sales processes and growth of PolicyMe’s P&C business.

Reporting to the Associate Director, Home & Auto, you’ll leverage a scalable playbook, log activity in HubSpot, and pursue cross-sell opportunities to maximize