Insurance Advisor

at  PolicyAdvisor Brokerage Inc

WHO WE’RE LOOKING FOR

• Are you building a career in the insurance industry?
• Do you consider yourself a natural at client management and customer service?
• Do you want to make a big impact at an early-stage, well-funded startup?
  We’re searching for an enthusiastic finance graduate seeking to build a career in the financial services and life insurance space. This role sits at the intersection of technology and insurance, requiring you to manage prospective buyers and clients who come to our digital platform. The selected candidate will 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.

REQUIREMENTS

• Work experience or interest in life and 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, via email, or on phone calls.
• A deep love of technology and staying up to date with digital trends.
• Strong problem-solving skills and attention to detail.
• High standards of ethics and integrity.
• Creativity and a natural inclination to think outside the box are highly valued.
• Motivation to learn, grow professionally, and contribute to the company’s growth and culture.
• Enjoy working as part of a team but also self-motivated.

EXPERIENCE:

• Financial services: 1 year (required)

LIFE INSURANCE ADVISOR ROLE – EXCITING INSURTECH STARTUP

PolicyAdvisor.com is an exciting early-stage insurtech startup 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 much of Canada’s insurance industry. With a compelling vision, a proven management team, and significant seed funding, PolicyAdvisor.com is bringing innovation and disruption to the rapidly evolving insurtech space. Since launching in Q2-2019, we’ve helped countless Canadians get the coverage they need, and we aim to help even more in 2024 and beyond.
Are you ready to help build PolicyAdvisor.com, get more Canadians covered, and give an age-old industry the jolt it needs? Then read on.

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, providing expert advice and guidance to customers.
• Assist customers with our digital tools and guide them through the application and underwriting process.
• Review digital life insurance applications for accuracy before submission to insurance carriers.
• 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 primary feedback channel between customers and product teams, driving improvements to our process and technology.

PolicyAdvisor is a fast-growing company, offering an excellent opportunity to assume a leadership role. We anticipate massive growth over the next few years, which will provide significant opportunities for advancement.

• Highly competitive base salary with attractive performance-based sales bonuses.
• Competitive health benefits.
• Relaxed, collaborative office setting—previously in downtown Toronto but currently operating over Zoom.
• Diverse, open-minded coworkers. New ideas are encouraged as we continually enhance the insurance-buying experience and make protection products accessible to all Canadians